Monthly plans & pricing
Every engagement is a monthly retainer with a set number of service hours — predictable pricing, senior-level work, and no surprise invoices. A full-time controller costs $120K+ a year; a CFO, $250K+. Every plan gives you both, for a fraction of the cost of a single hire. Start where you are and move between plans as your needs change.
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10 hours per month. The essentials, handled reliably — monthly bookkeeping, bank and credit card reconciliations, and monthly financial statements. Ready to start? Book a free consultation →
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15 hours per month. Everything in Starter, adding full AP management — bill payment and wire setup with every payment approved by you — and transaction processing. Ready to start? Buy now →
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20 hours per month. Everything in Core Accounting, adding accounts receivable oversight and reporting. Ready to start? Buy now →
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25 hours per month. Everything in Core Accounting Plus, adding ownership of the monthly close, customized monthly and quarterly management reports, and accounting systems and controls. Ready to start? Buy now →
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30 hours per month. Everything in Controller, adding a rolling cash flow forecast and quarterly business reviews with management.
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40 hours per month. Everything in Controller Plus, adding budgets and projections, KPI dashboards, and strategic input on pricing, unit economics, and transactions.
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60 hours per month. Your complete finance department — full AP and close ownership, board and investor reporting, financing and capital support, and strategic projects.
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80 hours per month. For higher-volume businesses with in-house accounting staff. Everything in Full Finance Function, with capacity for staff oversight and review, a heavier close, and ongoing special projects.
Each plan includes direct access to CFO-level expertise from your dedicated senior advisor, deep NetSuite and QuickBooks Online experience, and business and owner tax returns prepared by the same CPA at preferred client pricing. Hours beyond your plan are billed at $110/hour — always discussed with you first. Retainers are billed monthly in advance, with ACH auto-pay available.
Running a SPAC or another public company? Public-company reporting is its own practice at Arthur Financial Advisory — see our dedicated SPAC & SEC Reporting Services page.
Forecasting & financial modeling — project pricing
A driver-based operational financial model, built from your historical financials — base, upside, and downside scenarios with sensitivity analysis included. Every fee is fixed and confirmed in writing after a brief scoping call.
Pricing reflects forecasting for a single company or at a consolidated level; subsidiary-level forecasting is scoped and priced separately. Clients on the Controller plan or above receive 50% off both engagements.
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A complete, driver-based three-statement operational model built from your historical financials — revenue drivers, headcount, operating expenses, and cash flow, with base, upside, and downside scenarios and sensitivity analysis. Delivered in Excel, calibrated with you, and handed over with a full walkthrough. You own the model. Ready to start? Secure your build with a 50% retainer. Buy now →
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We keep your model current: each quarter we load actuals, analyze variances against forecast, re-forecast the remaining periods, refresh the scenarios, and walk through it with you in a quarterly review call — so your forecast stays a living tool, not a stale file.
SPAC & SEC reporting — fixed-fee pricing
For sponsors of SPACs and other public companies. Every fee below is fixed and confirmed in writing after a brief engagement-scoping call, so your quote reflects your SPAC's instrument mix and filing calendar.
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The full SPAC back office through the operating period: monthly close, accruals (D&O, taxes, admin fees), and vendor bill pay — approved by you, executed by us.
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A complete, auditor-ready quarterly filing: statements, footnotes, EPS for the two-class structure, and MD&A — delivered to an internal deadline set well before the SEC’s.
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The annual report, end to end: statements, footnotes, and MD&A, with full audit support through the PCAOB audit — every schedule ready on the auditor’s timeline.
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Accounting policies, opening balance sheet, and warrant and Class A share classification memos (ASC 815 / ASC 480) — so your SPAC starts clean at pricing.
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S-4/proxy financial statements, Super 8-K support, and transition of the books to the operating company’s team — the highest-value phase, quoted as a project once your deal takes shape.
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A stated discount from your second vehicle onward — one team and one filing calendar across your whole SPAC program.
How the plans work
Every engagement is a monthly retainer with a set number of service hours — predictable, senior-level work with no surprise invoices. The plans build on each other, so you start where you are and move up or down as your needs change. Broadly, they fall into four levels:
The accounting foundation — Starter, Core Accounting, and Core Accounting Plus. The essentials, handled reliably: monthly bookkeeping, bank and credit card reconciliations, and monthly financial statements. Core Accounting adds full AP management — bill payment and wire setup, with every payment approved by you — plus transaction processing. Core Accounting Plus adds accounts receivable oversight and reporting.
Controller level — Controller and Controller Plus. This is where we take ownership of the monthly close: a disciplined close calendar, customized monthly and quarterly management reports, and tighter accounting systems and controls — not just books that are done, but numbers you can rely on. Controller Plus adds a rolling cash flow forecast and quarterly business reviews with management, so you always know where cash is headed. This is our most popular starting point.
CFO level — CFO Advisory + Controller. Everything the controller level delivers, plus the forward-looking work: budgets and projections, KPI dashboards, and strategic input on pricing, unit economics, and transactions — counsel that stands up in front of lenders, investors, and boards.
The full department — Full Finance Function and Enterprise. Your complete finance function, end to end: full AP and close ownership, board and investor reporting, financing and capital support, and strategic projects. Enterprise is built for higher-volume businesses with in-house accounting staff — we oversee and review your team's work, run a heavier close, and take on ongoing special projects, adding senior leadership without adding headcount.
Controller vs. CFO — and why you get both
A controller looks backward with precision: the close, the reconciliations, the reports, the controls — making sure the numbers are right and on time. A CFO looks forward: budgets, forecasts, pricing, capital, and what the numbers mean for the decisions ahead. Most growing companies need some of both, in different doses at different times. Because every plan is served by one senior advisor with both skill sets, you never have to choose — the mix flexes with your business.
Every plan includes
- A dedicated senior advisor — the person you talk to is the person doing the work
- Deep NetSuite and QuickBooks Online expertise
- Business and owner tax returns prepared by the same senior CPA, at preferred pricing — see our Tax Services
- Deliverables in clear, plain language — financial guidance should inform decisions, not obscure them
Frequently asked questions
Which plan is right for us? That's exactly what the free consultation is for: where your books stand today, what you need, and which plan fits. Start conservatively — moving between plans takes an email, not a renegotiation.
Can you do our taxes too? Yes. Business returns, owner returns, and year-end planning are prepared by the same CPA who keeps your books — from numbers we already know are right. Accounting clients receive preferred pricing on tax preparation.
We already have a bookkeeper. Do we replace them? No. At the controller and CFO levels we often work as the senior layer above your existing staff — reviewing work, running the close, and delivering the reporting. If you'd rather consolidate everything with us, we can do that too.
What if we outgrow our plan? Hours beyond your plan are billed hourly and always discussed with you first. If it keeps happening, that's usually the signal to move up a tier — and we'll tell you so.
What systems do you work in? NetSuite and QuickBooks Online, in your instance — your data stays yours. We'll also coordinate with the rest of your stack: payroll, bill pay, and reporting tools.
How does onboarding work? Access, a review of where the books stand, and a close calendar — with your first monthly close typically delivered in the first full month of the engagement.
Running a SPAC or another public company? Public-company reporting is its own practice at Arthur Financial Advisory — see our dedicated SPAC & SEC Reporting Services.
Not sure which plan fits? Book a free consultation
Tell us a bit about your business and we'll reply within one business day to set up a free 30-minute call — where things stand today, what you need, and which plan fits. No prep needed, no obligation.