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ULTRA CFO™

Transparent by design

Pricing

The menu is public. The map is the journey: start at the front door, climb only as far as your business needs. See the journey.

The Clarity ladder

Clarity ladder pricing
EngagementPriceWhat it is
Clarity Sprint™$4,700The front door. The truth about the business and the next move.
Clarity Build™$9,500Designs and installs the measurement system. Includes the Sprint.
Clarity Command™$19,500Sprint + Build + a 100-day UCFO Advisory trial.
Clarity Control™$24,500Sprint + Build + a 100-day UCFO Ops trial.

Ongoing engagement

Ongoing engagement pricing
EngagementPriceWhat it is
UCFO Advisory$6,500+/moOngoing decision support. The engagement the ladder leads to.
UCFO Ops$10,000+/moAdvisory plus monthly bookkeeping, accounting, month-end close.

The CFO Huddle™

$850. The first conversation: 45 minutes, one finding, and what we'd do about it. Spots are limited each month. Book a Huddle.

Projects

Project pricing
EngagementPriceWhat it is
Quarterly Review$8,500A focused quarterly read of the business.
Annual Strategy Session$12,500Plus a 45-minute quarterly follow-up. Plus expenses if on-site.
Financial modelingFrom $2,500A la carte financial modeling projects.

The guarantee

If you don't walk away with total clarity on what's wrong and exactly what to do about it, the Sprint is free.