Fractional CFO Services

PSP and our advisors do not sell insurance or other financial products. We don't have the conflicts of interest that come from compensation based on product sales, commissions, kickbacks, or other forms of hidden compensation. Our loyalty is to our clients.  

 

A month-end report will be sent to you letting you know when the books are completed and if there are any transactions that need clarification. 


Pricing

Pricing is tied to complexity based on your firm’s gross revenues and number of bank-type accounts. Bank-type accounts are accounts where transactions may occur, such as checking, credit cards, lines of credit, and custodial accounts.

 

$ 250 / MONTH

Up to $100k revenue
Up to 5 accounts

$ 300 / MONTH

Up to $250k revenue
Up to 8 accounts

$ 350 / MONTH

Up to $450k revenue
Up to 10 accounts

 
 

$ 400 / MONTH

Up to $800k revenue
Up to 12 accounts

$ 450 /MONTH

Up to $1.5 M revenue
No account limit

CUSTOM QUOTE

More than $1.5 M
No account limit

 
 

Onboarding Fee: $500

You’ll work with your success manager to create a custom chart of accounts based on your business, industry, and financial decision-making needs. Onboarding includes a needs assessment meeting, a setup meeting, review and modification of the chart of accounts, balance sheet review, up to four hours of books cleanup, and reconciliation of bank-type accounts.


Fiduciary & Fee Only Financial Planning | PurposefulSP.com