---
title: Services & Pricing | Countabl
description: "Four levels of support: clean books, active cash management, fractional CFO, or a scoped project. Most clients start with the three-week Sprint, from $3K."
image: https://www.countabl.io/hubfs/og-image.png
---

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[Countabl.](https://www.countabl.io/?hsLang=en)

[Services](https://www.countabl.io/services?hsLang=en) [How it works](https://www.countabl.io/how-it-works?hsLang=en) [Who we work with](https://www.countabl.io/who-we-work-with?hsLang=en) [Team](https://www.countabl.io/team?hsLang=en)

[Notes](https://www.countabl.io/notes?hsLang=en) [Tools](https://www.countabl.io/tools?hsLang=en)[Calculators](https://www.countabl.io/tools?hsLang=en)[Know Your Numbers](https://www.countabl.io/tools/know-your-numbers?hsLang=en)[Finance Team Cost](https://www.countabl.io/tools/finance-team-cost?hsLang=en)[Glossary](https://www.countabl.io/tools/glossary?hsLang=en)

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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.

Find your starting point

[Under $1MFoundation](https://www.countabl.io/services#tier-foundation)[$1M–$25M+Active Cash Management](https://www.countabl.io/services#tier-acm)[Board or investorsFractional CFO](https://www.countabl.io/services#tier-cfo)[One-time needScoped Project](https://www.countabl.io/services#scoped-projects)

The Cash Clarity Sprint · Start here

When something’s unclear,  
start *here.*

Runway, a hire, an investor question you can’t answer with confidence. In three weeks, the Sprint gives you a forward view of your business, built on your actual numbers, and a clear recommendation on what comes next.

Timeline3 weeks

InvestmentFrom $3,000

AfterMost continue on

1

Week 1

Get oriented

We pull 12 months of actuals, map cash in and out, and hand you a written diagnostic before building anything.

2

Week 2

Build the forward view

A 13-week cash model and rolling forecast with base, upside, and stress cases, tied to your real cost structure.

3

Week 3

Decision-ready output

Founder Dashboard, a CFO memo written for your situation, and a live working session. You leave ready to act.

You leave with

*✓*13-week cash model

*✓*Rolling 12-month forecast

*✓*Founder Dashboard

*✓*CFO memo

*✓*Live working session

Start with the Sprint →

Everything above is yours to keep at the end of week three — the files are handed over and you own them. Countabl does not maintain them afterward unless you move onto an ongoing tier. The Sprint tells you which path fits next: **Foundation**, **Active Cash Management**, **Fractional CFO**, or a **scoped project**.

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. Foundation is available at any size — the revenue guides are where each tier usually fits, not a gate.

A full-time controller starts near $95K of base pay — below the tenth percentile of the BLS financial-managers occupation — and lands around $133K fully loaded. Active Cash Management starts at $3K/month, and comes with senior judgment from day one.

Foundation

From $500/mo

Cash basis · typically under $1M revenue

Reliable books. Clean close.

✓Monthly bookkeeping & reconciliation

✓Monthly close delivered by the 15th

✓P&L and Balance Sheet each period

\+Bills paid, invoices chased, payroll run and filed

\+Basic founder dashboard

\+Quarterly review call

Monthly expenses**Books · with + items**

Under $25K**$500 · $900**

Under $50K**$650 · $1,050**

Under $100K**$800 · $1,200**

Over $100K**Scoped**

Accrual books and GAAP-ready reporting are Active Cash Management.

Talk to us about Foundation →

Most popular

Active Cash Management

From $3,000/mo

Typically $1M–$25M+ revenue

Your full financial function, month to month.

✓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 revenue**$3K / mo**

$5M–$25M revenue**$6K / mo**

$25M+ revenue**Scoped individually**

Scope an ACM engagement →

Fractional CFO

From $8,000/mo

Any revenue stage

Everything in ACM, plus a named CFO in the room.

✓Everything in Active Cash Management

✓Capital strategy & raise readiness

✓Investor-ready model & KPI framework

✓Board & investor deck support

✓Leadership & board meeting attendance

Under $5M revenue**$8K / mo**

$5M–$25M revenue**$12K / mo**

$25M+ revenue**Scoped individually**

Talk about CFO coverage →

Above $25M in revenue, engagements are scoped individually rather than priced off the table — talk to us.

Not ready for ongoing, or have a specific problem to solve first?

Fixed-scope projects ↓

Scoped projects

## Build your proposal.

Fixed scope, fixed price, fixed timeline. Pick the projects you need, then send us the set and we’ll come back with one packaged proposal.

Get the books right

✓

Historical Cleanup

Messy or behind books, brought current and trustworthy.

From **$2,500**Add +

✓

Chart of Accounts Restructure

A clean, scalable structure your reporting can stand on.

From **$1,500**Add +

✓

Close Process Build

A month-end close that lands on time, every month.

From **$2,000**Add +

✓

Systems Migration

Move to the right stack without breaking the close.

From **$3,500**Add +

✓

Sales Tax Catch-up

Get current and off the manual hamster wheel.

From **$2,000**Add +

See what's coming

✓

13-Week Cash Flow

A near-term cash view you can steer by, week to week.

From **$2,500**Add +

✓

Long-Range Forecast

An 18-36 month forecast credible enough to underwrite.

From **$3,500**Add +

✓

Budget & Projections

Know if a new service, location, or build pencils out.

From **$2,500**Add +

Raise or borrow

✓

Investor / Lender Model

A model investors and lenders will actually trust.

From **$3,500**Add +

✓

Use of Funds

The plan and narrative for how the raise gets spent.

From **$1,500**Add +

✓

Data Room Setup

A diligence-ready data room that keeps your raise moving.

From **$2,000**Add +

✓

KPI & Unit Economics

The metrics that prove the business actually works.

From **$2,000**Add +

Report to your board

✓

Board Reporting Setup

A board pack and KPI dashboard, repeatable every month.

From **$2,500**Add +

No projects selected yet

Select projects above to build your proposal

First name \*

Last name

Company \*

Work email \*

Annual revenue \*Select…Under $1M$1M-$5M$5M-$25M$25M+

Accounting system \*Select…QuickBooks OnlineQuickBooks DesktopXeroNetSuiteOtherNot set up yet

Timeline \*Select…ASAP / urgent1-3 monthsJust exploring

Anything else we should know? (optional)

Request my packaged proposal →

We use these details to prepare your proposal and to follow up about it. We don’t sell or share them. [Privacy policy](https://www.countabl.io/privacy-policy?hsLang=en)

✓ Sent. We’ll email you a packaged proposal for your selected projects, usually within one business day.

Not sure if you need a Sprint or a project? [Talk it through on a 30-minute call.](https://www.countabl.io/services?hsLang=en)

## Not sure which fits? *Start with the Sprint.*

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

Book a 30-minute call

30 min. No prep needed, we guide the conversation.

→

[See how it works →](https://www.countabl.io/how-it-works?hsLang=en)

[Countabl.](https://www.countabl.io/?hsLang=en)

Services [Services & pricing](https://www.countabl.io/services?hsLang=en) [How it works](https://www.countabl.io/how-it-works?hsLang=en) [Who we work with](https://www.countabl.io/who-we-work-with?hsLang=en) [Partners](https://www.countabl.io/partners?hsLang=en)

Free tools [Calculators](https://www.countabl.io/tools?hsLang=en) [Know Your Numbers](https://www.countabl.io/tools/know-your-numbers?hsLang=en) [Finance team cost](https://www.countabl.io/tools/finance-team-cost?hsLang=en) [Finance glossary](https://www.countabl.io/tools/glossary?hsLang=en)

Company [Team](https://www.countabl.io/team?hsLang=en) [Notes](https://www.countabl.io/notes?hsLang=en) [Book a call](https://calendly.com/tdwhite/countabl-customer-discovery)

© 2026 Countabl · New Orleans

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Countabl provides financial operations and advisory services, including sales-and-use tax compliance. We are not a CPA firm: we do not prepare income tax returns and do not provide tax planning, audit, or attest services.

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