Pricing
Three layers. One simple ladder.
Three tiers. Start at $99/mo. Grow when you're ready. No long-term contracts.
Books
Clean books. The on-ramp. Anyone with a real business can start here.
Best for: Any business that needs clean monthly books.
What's included
- Monthly bookkeeping (cash basis)
- Books set up for your industry
- Bank and credit card reconciliation
- Monthly P&L and balance sheet you can hand to your lender
- Year-end package for your CPA
- Behind on books? Same $99 per month behind
This is the on-ramp. We don't make money here. Many clients move up to Fractional CFO within 90 days because clean books surface what's actually broken.
Fractional CFO
Where the operator's life changes.
Best for: $3M–$15M businesses that want a real CFO without the full-time cost.
What's included
- Everything in Books, plus:
- Profitability by job, customer, or product line
- 6-week rolling cash flow forecast
- Collections follow-up so invoices get paid faster
- Hiring break-even + capacity planning
- Monthly strategy call with Level CFO
- Monthly statements your lender can use
CFO + Operations
Premium CFO with the operational stack underneath.
Best for: $10M+ businesses building durable scale.
What's included
- Everything in Fractional CFO, plus:
- Dedicated CFO with direct access via email, phone, and Slack
- Connect all your systems into one view
- Daily owner dashboard with cash, margin, and hiring data
- AI handles collections, bill coding, and alerts
- Tax strategy + entity optimization
- PE / exit readiness packaging
- Multi-entity / multi-location consolidation
Not sure which plan fits? Book a call and we'll figure it out together. Every engagement starts with a free profitability audit.
The math on the sticker
Now the part where this pays for itself.
A full-time CFO costs $225K+/year. Here's how a fractional CFO pays for itself at your revenue size.
Revenue
$1M–$3M
Typical value levers
- · Recover $15K of aged AR
- · Save $5K in S-corp tax
- · Improve margin 1 point
- · Catch one bad hire
Revenue
$3M–$10M
Typical value levers
- · 1% margin improvement on $5M = $50K
- · Collect invoices 3 days faster
- · Supplier renegotiation
- · Support a price increase
Revenue
$10M–$30M
Typical value levers
- · Exit/fundraise prep
- · $500K–$1M working capital
- · R&D tax credits
- · Acquisition support
Behind on bookkeeping?
Catch-up is the same flat $99 — per month behind.
Behind on your books? Same $99 per month behind. Six months behind = six catch-up months at $99, then $99/mo ongoing. No surprises.
Catch-up requires signing up for ongoing Books or above so we can keep you current after the cleanup. That's how we keep one simple number for everything.
Why we're different
Built for service businesses
Not generic consultants. We specialize in service businesses — and know the financial patterns that make yours different.
Strategy, not just compliance
Your CPA files taxes. We help you decide which jobs to chase, when to hire, how to price, and where cash will be next month. We partner with your CPA so nothing falls through the cracks.
Data-driven
Built on operations analytics across 2,200+ service business engagements. We benchmark you against real industry percentiles.
Three ways to get started
See where you stand
Explore our industry benchmarks. Collection rates, margins, billing speed, and utilization across 2,200+ service businesses.
View BenchmarksGet your free audit
Book a 15-minute call. We'll connect to your books and deliver a full profitability audit. Free.
Just have questions?
Whether you're exploring options or ready to start, every conversation begins with understanding your business.
Send Us a MessageBook a call
Pick a time that works for you.
15-min free cash flow audit. No commitment, no pitch. We'll show you what we'd fix first.
Or have us reach out instead.
Drop your info and Level CFO will reply within a few hours during business days. Free audit included.
No commitment. Real numbers, not generic advice.