Financial Due Diligence


Flexible Pricing Tiers

CFO Services Prices


This service is what you would get in a typical CPA firm. It’s looking at the past only and not at the future

Onboarding - 4 Weeks

Clean up and review the chart of accounts and overall financials.

Monthly Check In

Review financial statements and the overall financial performance of the business.

Integrates With The Best Software

Industry-best software used for day-to-day bookkeeping


Compliance only - No projections
$ 800 Monthly
  • Bookkeeping
  • Accrual-basis accounting
  • Month-End Close
  • Monthly Check-in
  • Reconcile Transactions
  • Financial Statements


This package is tailored to Tech organizations looking for financial management with a focus on planning, analysis, and data-driven decision-making.

Onboarding - 6 Weeks

Review and clean up the chart of accounts, set up bi-weekly meeting cadence

Annual Budget and Projections

Create a bottom-up annual budget and update projections monthly

Revenue Recognition

Review financial statements and the overall financial performance of the business.

Benchmarking & KPIs

Industry-best software used for day-to-day bookkeeping


Everything in Transactional +
$ 1,500 Monthly
  • Bi-weekly Check-in
  • Companywide KPIs
  • Revenue Recognition
  • Annual Budget
  • Projections/Forecast
  • Dedicated Team


Tailored to Tech organizations getting ready to or at the fundraising stage

Product/Market Fit Analysis

Allocating constrained capital to the right buckets to optimize cash burn rate is of utmost importance

Revenue Model creation

We make sure that all key metrics such as Customer Acquisition Cost (CAC), Lifetime Value (LTV), Time to close, etc. are accurately reflected and potential investor questions answered

Due Diligence

We consolidate all required documents such as past financial performance, projections, budget, tax returns, etc as well as data and metrics to support assumptions

Pre and Post cash burn rates

Understanding current cash burn rate and spending and using this data to inform the right amount to raise to operate the business, as well as post raise burn rates


Everything in Controller +
$ 3,000 Monthly
  • Weekly Check-in
  • Product/Market Fit
  • Revenue Models
  • Due Diligence
  • Pre and Post Financials
  • Pre and Post Valuations
  • Pitch Deck Prep

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Fundraising with Ease
Working Capital Analysis
Proof of cash
Cash flow statement
Quality of Earnings
Tech Startups Fundraising