Ready to get clarity?
30 min · no prep needed
Services & Pricing

The financial function
your business actually needs.

Clean books, active cash management, fractional CFO, or a scoped project. Most clients start with the Sprint — a 3 week engagement that tells you exactly what you need.

Quick navigator
Under $1M → Foundation
$1M–$25M → Active Cash Management
Board or investors → Fractional CFO
One-time need → Scoped Project
01
The Cash Clarity Sprint

Start here if something
is unclear.

Runway, a hiring decision, an investor question you can’t answer confidently — the Sprint exists for exactly this. In 3 weeks you leave with a 13-week cash model, rolling forecast, founder dashboard, and a CFO memo written for your situation. Not a template. Your numbers.

Week 1
Get oriented
Pull 12 months of actuals, map cash in and out, document what’s missing. You get a written diagnostic before we build anything.
Week 2
Build the forward view
13-week cash model, rolling 12-month forecast, and base / upside / stress scenarios tied to your actual cost structure — not a template.
Week 3
Decision-ready output
Founder Dashboard, CFO memo, and a live working session. You leave with a clear picture and something you can actually act on.
Timeline
3 weeks
Starts at
$3,000
Cash model
13-week + 12-month rolling
Scenarios
Base, upside, stress
Working session
Included

Most Sprint clients continue into Foundation, Active Cash Management, or Fractional CFO — depending on where they are. The Sprint tells you which one.

After the Sprint, most clients continue into one of the tiers below — the Sprint tells you which one.
Choose your tier ↓
Ongoing partnerships

Pick the level of support
your business actually needs.

All three tiers include clean books and a monthly close. The difference is how far forward you need to see — and how much of the financial function you want Countabl to own.

A full-time controller runs $80K–$120K/year plus benefits. Active Cash Management starts at $3K/month — and comes with senior judgment from day one.
01
Foundation
$1,000/mo
Under $1M revenue
Clean books. Monthly close. Basic dashboard.
See details ↓
02
Active Cash Management
$3,000/mo
$1M–$25M+ revenue
Accounting + rolling forecast + live cash view.
See details ↓
03
Fractional CFO
$8,000/mo
Any revenue stage
Full ACM + CFO voice, board prep, capital strategy.
See details ↓
Financial Foundation — Starting point
From $1,000/mo
Under $1M revenue
Reliable books. Clean close.
A clear picture every month.

Best for: Founders and owner-operators replacing a part-time bookkeeper or software-only tool who want books they can trust and a close they don’t have to chase.

Your books are reconciled, your close arrives by the 15th, and you always know where cash stands. Not yet forecasting or modeling — this is the infrastructure layer that makes everything else possible.

Monthly bookkeeping & reconciliation
Monthly close delivered by the 15th
P&L and Balance Sheet each period
Basic founder dashboard (cash & key metrics)
Quarterly review call
Clear upgrade path to Active Cash Management

Most Foundation clients move to Active Cash Management within 12–18 months.

When you're ready for the next tier
Active Cash Management ↓
Active Cash Management
From $3,000/mo
$1M–$25M+ revenue
Your full financial function,
running month to month.
The tier most clients land in.

Best for: Companies between $1M and $25M who need more than clean books but aren’t yet managing a board or active fundraising process.

Accounting handled, forecast updated monthly, cash position always visible. A senior operator who knows your numbers as well as you do — not a report that shows up when you remember to ask for it.

Monthly close & GAAP-ready reporting
Rolling 12–18 month forecast
Live cash & runway dashboard
Burn analysis & collections oversight
KPI tracking — 6–10 key numbers
Monthly CFO memo & insight briefing
Under $5M ARR$3K / mo
$5M–$25M ARR$6K / mo
$25M+ ARR$10K / mo
Scope varies by entity count and integration complexity.
When you need a CFO voice in the room
Fractional CFO ↓
Fractional CFO Partnership
From $8,000/mo
Any revenue stage
Everything in Active Cash Management,
plus a named CFO in the room.

Best for: Companies navigating a raise, managing investor relationships, or making major hires and capital allocation decisions that need CFO-level judgment — not just reporting.

For companies with a board, investors, or capital decisions on the table. A senior financial voice who attends meetings, owns the narrative, and helps you move with confidence on decisions that actually matter.

Everything in Active Cash Management
Capital strategy & raise readiness
Investor-ready model & KPI framework
Board & investor deck support
Monthly CFO memo & insight briefing
Leadership & board meeting attendance
Under $5M ARR$8K / mo
$5M–$25M ARR$12K / mo
$25M+ ARR$16K / mo
Includes everything in Active Cash Management.
Not ready for ongoing, or have a specific problem to solve first?
Fixed-scope projects ↓
Scoped projects

Need something specific done?

Fixed scope, fixed timeline. These aren’t the same as the Sprint — they’re repair or build projects for founders and owner-operators who know exactly what needs fixing. Most clients move into an ongoing tier after delivery.

Project · 3–12 weeks · From $5K
Cleanup & Rebuild

Books are a mess, the close takes three weeks, and you don’t trust the numbers. We rebuild from the ground up — clean chart of accounts, historical cleanup, and a close cadence that runs on time going forward.

Historical books review & cleanup
Chart of accounts restructure
Month-end close cadence build
Scope depends on cleanup depth & year count
Project · 2–4+ weeks · From $7K
Raise Readiness

You’re heading into a fundraise and need a financial model investors will trust, KPI logic that holds up in diligence, and a data room that doesn’t slow the process down.

3-statement financial model
KPI framework & unit economics
Scenario analysis
Data room documentation
Scope depends on model complexity & diligence depth

Not sure if you need a Sprint or a project? Talk it through on a 30-minute call.

Not sure which fits?
Start with the Sprint.

3 weeks. A forward view of the business you’ll actually use.

See how it works