Pricing
We work with SaaS and growth-stage companies that want reliable numbers and confident decision-making.
Engagements typically begin with a CFO Clarity Call to confirm fit and scope.
A focused engagement to get clear on cash, runway, and next steps.
Fixed-fee. Scope confirmed after your CFO Clarity Call.
ProfitPilotCFO's pricing is determined based on four flight stages—each designed to meet you where you are. At each stage, we offer the services you need to build a solid financial foundation and maintain clear visibility into your business.
We also offer a variety of add-on services that add significant value in specific situations.
Your scope of work will be custom-tailored to fit your unique needs and will evolve continuously as your business grows.
Running your checklist. Essential services to build a solid financial foundation before takeoff, so you can focus on building your business.
Wheels up and ascending. Full-service support to help you gain altitude and build sustainable momentum as you scale.
Steady at cruising altitude. Strategic services to optimize your flight path, maximize efficiency, and prepare for your next milestone.
You're in command. Enterprise-level navigation with CFO-level guidance for complex operations, investor relations, and strategic decisions.
Add-on services that can be combined with any core package.
Get your financials organized and audit-ready, no matter how far behind.
Full setup, chart of accounts, integrations, and team training.
NetSuite or Sage Intacct setup with data migration and configuration.
Ensure your financials meet standards for investors, lenders, and auditors.
Ongoing IFRS reporting or full GAAP-to-IFRS conversion for global operations.
Consolidated reporting across subsidiaries, divisions, or related entities.
Support for external audits, tax examinations, and investor due diligence.
Custom dashboards, budgets, forecasts, and scenario planning models.
Professional board decks with financial narrative, KPIs, and strategic analysis.
Identify and document qualifying activities to capture valuable tax credits.
Annual information return for non-profit organizations.
Multi-state sales tax registration, filing, and nexus analysis.
Cross-border tax strategy, transfer pricing, and foreign reporting.
Determine your filing obligations across all states where you do business.
GAAP-compliant tax provision calculations for financial reporting.
Selection and setup of HRIS, payroll, and benefits platforms.
Compliant, customized handbook aligned with your culture and policies.
Market analysis to ensure competitive, equitable compensation.
Evaluate and select health, retirement, and other benefit offerings.
Review of policies, practices, and documentation for compliance gaps.
Cap table management, option grants, and equity compensation tracking.