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AICPA Member • NetSuite Certified • QuickBooks ProAdvisor
Outsourced CFO and Advisory Pricing Pricing
We offer senior financial leadership and strategic advisory to help you make better decisions, strengthen your leadership team, and navigate growth and change.
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
Pricing At a Glance
How Much Does an Outsourced CFO cost?
Our outsourced CFO services start at $3,000 per month. We base pricing on the level of financial leadership and advisory support your business needs. For instance, Growth-Focused CFO starts at $3,000 per month, while Strategic Realignment starts at $5,000 per month. Strategic Realignment also includes organizational coaching, capital planning, and family business advisory.
Tier
Starting at
Typical range
Who it fits
Growth-Focused CFO
from $3,000/mo
$3,000 – $3,999/mo
Businesses with a core leadership team that need forecasting, board reporting, and EOS integration
Strategic Realignment
from $5,000/mo
$5,000 – $7,999/mo
Established businesses that need organizational coaching, capital planning, and family business advisory
Your final monthly price depends on factors such as forecasting and reporting needs, transaction activity, leadership cadence, and coaching scope. We’ll recommend the right service level during your Discovery Call and confirm your pricing in your proposal.
Advisory & CFO
CFO Guidance
Strategic CFO guidance, EOS® implementation, and family business advisory for growing businesses. Explore CFO advisory →
📈
Growth-Focused CFO
For growing businesses with an established leadership team that need strategic CFO guidance aligned with the EOS/Traction framework.
Starts at$3,000/month
Typical monthly investment: $3,000–$3,999
- Strategic CFO guidance and financial leadership
- EOS/Traction implementation that aligns goals, accountability, and execution
- Financial forecasting and scenario modeling
- Board-ready reporting that gives investors and leadership clear visibility
🚀
Renewal-Focused CFO
For established businesses that need CFO guidance and organizational coaching to navigate their next stage of growth.
Starts at$
5,000
/month
Typical monthly investment: $5,000–$7,999
- Builds on Growth-Focused CFO with executive and organizational coaching
- Capital planning for raises, financing, and major decisions
- Family business advisory for succession and governance
- Hands-on support through leadership and ownership transitions
Compare every service line on the full Fusion CPA pricing structure.
QuickBooks Bundles
Bundle tax, bookkeeping, and advisory to save 10–15% compared with purchasing individually.
Growth
Tax+Bookkeeping
Start with accurate books and proactive tax planning, without managing multiple providers.
$843/mo individually
Starts at$759/month
Typical monthly investment: $759–$999
✓ Save 10%, $84/mo
- Tax compliance and year-round planning
- QuickBooks bookkeeping, reconciled and up to date
- Monthly close and reporting, so you always know where you stand
- One predictable monthly investment instead of separate invoices
MOST POPULAR
Scale
Tax+Bookkeeping+Controller
Everything you need to keep your finances accurate, compliant, and ready for growth.
$1,109/mo individually
Starts at$976/month
Typical monthly investment: $976–$1,399
✓ Save 12%, $133/mo
- Builds on Growth with controller-level oversight over your books
- Full AP/AR management
- Stronger financial controls as your business grows
- Clean, reliable financials you can make decisions from
Full Stack
Tax+Bookkeeping+Controller+CFO
Your complete outsourced finance department, tax, accounting, and CFO advisory, under one predictable monthly investment.
$4,109/mo individually
Starts at$3,493/month
Typical monthly investment: $3,493–$4,699
✓ Save 15%, $616/mo
- Builds on Scale with outsourced CFO advisory
- EOS/Traction integration for goal alignment
- Family business advisory for succession planning
- Reduce tax surprises before year-end with proactive planning
NetSuite Bundles
Bundle tax, bookkeeping, and advisory to save 10–15% compared with purchasing individually.
Growth
Tax+NetSuite Bookkeeping
Tax planning and ERP-grade bookkeeping in one predictable package.
$2,944/mo individually
Starts at$2,650/month
Typical monthly investment: $2,650–$3,499
✓ Save 10%, $294/mo
- Complete tax preparation and filing
- NetSuite bookkeeping built for scale
- Monthly close and reporting, so you always know where you stand
- One predictable monthly investment instead of separate invoices
MOST POPULAR
Scale
Tax+NetSuite+Controller
Full ERP-grade controller services with tax built in, one team, one invoice.
$5,444/mo individually
Starts at$4,791/month
Typical monthly investment: $4,791–$6,999
✓ Save 12%, $653/mo
- Builds on Growth with controller-level oversight over your books
- Full AP/AR management
- Stronger financial controls as your business grows
- Clean, reliable financials you can make decisions from
Full Stack
Tax+NetSuite+Controller+CFO
Enterprise-grade finance operations, tax, ERP accounting, and CFO advisory, under one predictable monthly investment.
$13,444/mo individually
Starts at$11,427/month
Typical monthly investment: $11,427–$14,999
✓ Save 15%, $2,017/mo
- Builds on Scale with outsourced CFO advisory
- EOS/Traction integration for goal alignment
- Family business advisory for succession planning
- Reduce tax surprises before year-end with proactive planning
Schedule a Discovery Call With Our Team
Discuss your setup, challenges, and opportunities, then pick a time that works.
Schedule a free 30-minute discovery call with our team
Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.
No long-term contracts · No pressure · Free consultation
Build or Buy?
Is an Outsourced CFO Cheaper Than Hiring Full-Time?
Hiring an outsourced CFO typically costs between $3,000 and $15,000 per month. At Fusion CPA, CFO services start at $3,000 per month. What you pay depends on how much financial leadership and strategic support your business needs. By comparison, a full-time CFO can cost $200,000 to $300,000 or more per year, before benefits, equity, and recruitment costs.
Fusion CPA outsourced CFO
Full-time CFO hire
Monthly cost
From $3,000/mo (Growth-Focused CFO)
Commonly $16,700–$25,000/mo in total cash compensation, before benefits and equity
Financial leadership
CFO-level leadership backed by controller, accounting, and tax teams
Dedicated financial leadership from one in-house executive
Tax integration
Tax planning and preparation available within the same engagement
Separate CPA firm may still be required
Continuity
Team-based delivery with built-in coverage
Knowledge and continuity depend on a single executive
Flexibility
Advisory support can adjust as business needs change
Fixed full-time role and compensation structure
Compensation figures reflect published 2026 CFO salary and compensation benchmarks and vary by company size, industry, and market.
How Pricing Works
What Determines Your Monthly Investment?
Our starting prices are based on a straightforward CFO advisory engagement with an established leadership team and regular forecasting and reporting needs. As your business becomes more complex, however, factors such as board reporting, transaction activity, capital planning, and organizational coaching can affect the scope of your engagement. We’ll confirm your monthly price during your Discovery Call and document it in your proposal.
Forecasting & Reporting
A business with an established leadership team and regular forecasting and board reporting may fall within the Growth-Focused CFO range, typically $3,000 to $3,999 per month.
Capital & Transactions
Businesses preparing for a financing, transaction, or investor process typically require a broader scope of CFO support. In that case, we’ll confirm the appropriate tier during your Discovery Call.
Coaching & Family Advisory
A family business navigating succession or requiring organizational coaching may fit the Strategic Realignment tier, typically $5,000 to $7,999 per month.
NetSuite migrations, historical catch-up work, and accounting clean-up projects are quoted separately as fixed-fee engagements, keeping your monthly subscription predictable.
Real Client Profiles
See Where Your Business Fits
Explore businesses like yours to see typical pricing, what’s included, and how we help address more complex financial and leadership needs.
🏠
Family Business
Full Stack15% off
Monthly investment$3,493 – $4,699/mo
Second-generation field services company, $12M revenue, 4 family shareholders
S corporation with 45 employees using QuickBooks Enterprise. The founder (60% owner) plans to retire within five years. Three adult children collectively own the remaining 40% but have different visions for the business. There is no buy-sell agreement or succession plan, and the founder’s estate plan was last updated in 2016.
The Business Challenge
Shareholder compensation was creating unnecessary tax exposure.
The founder was taking a $400K salary plus distributions, while two of three children remained on below-market salaries.
No one had run a reasonable compensation analysis to benchmark these numbers.
There was no formal succession plan, and family disagreements were beginning to affect operations.
What’s Included Monthly
📋 Tax
- S corporation 1120-S preparation and filing
- 4 personal returns with K-1 optimization
- Reasonable compensation benchmarking study
- Quarterly estimated tax projections
- Entity restructuring analysis for succession
📊 Accounting
- Monthly bookkeeping & close (QuickBooks Enterprise)
- Controller-level financial oversight
- AP/AR management · Cash flow forecasting & working capital reporting
- Cash flow forecasting & working capital reporting
- Department-level P&L reporting
📈 Advisory & CFO
- Outsourced CFO, board reporting & strategic planning
- EOS / Traction integration
- Buy-sell agreement financial modeling
- Family retreat facilitation (succession planning)
- Estate plan coordination with family attorney
Before Fusion
- $400K founder salary, no comp analysis
- No buy-sell agreement
- reement · No succession framework
- Estate plan 10 years out of date
After Year One
- Benchmarked comp, $180K combined tax savings
- Buy-sell agreement drafted & funded
- 3-year succession roadmap documented
- Estate plan updated with attorney
The Full Story
Implemented a documented succession framework through two family retreats. Restructured shareholder compensation using a benchmarked analysis, reducing the combined family tax burden by $180K in year one. In addition, we drafted and funded a buy-sell agreement with life insurance within 6 months.
💰
Private Equity
Full Stack15% off
Monthly investment$3,493 – $4,699/mo
Emerging PE fund, $45M AUM, 3 active portfolio companies
Fund structured as a limited partnership with a separate GP management company, administered internally in Excel. GP holds a 2/20 carry. Portfolio companies are a mix of S corporations and C corporations. LP investors expect quarterly reporting with a 30-day cycle.
The Business Challenge
The GP was filing its own returns but had never filed the LP transfer return correctly, and carried interest allocation was wrong.
Two LPs had received K-1s with errors two years running.
In addition, quarterly investor reporting was a manual Excel process that took 3 weeks.
The fund needed a financial partner who understood both fund-level and portfolio-company-level reporting.
What’s Included Monthly
📋 Tax
- Fund partnership return (Form 1065) and LP K-1s
- GP management company return
- Carried interest allocation and waterfall compliance
- Portfolio company entity structuring review
- Quarterly estimated tax projections for partners
📊 Accounting
- Fund-level bookkeeping and capital accounts
- Management fee and expense allocation
- Portfolio company financial consolidation
- Portfolio company financial consolidation
- Quarterly estimated tax projections for partners
📈 Advisory & CFO
- Outsourced CFO across fund and portfolio level
- LP reporting and capital account maintenance
- Waterfall and carried interest modeling
- Portfolio company financial consolidation
Before Fusion
- Carried interest allocated incorrectly
- K-1 errors two years running
- 3-week manual LP reporting cycle
- No portfolio consolidation
After Year One
- Waterfall compliant and documented
- K-1s accurate and issued on time
- LP reporting cycle down to 5 days
- Portfolio consolidated quarterly
The Full Story
We corrected the carried interest allocation and rebuilt the waterfall model to match the LPA, then reissued accurate K-1s to the affected LPs. Quarterly LP reporting moved off manual Excel and now runs in 5 days rather than 3 weeks, with all three portfolio companies consolidated into the fund-level package.
Client Reviews
Trusted by 2,000+ Businesses Nationwide
5.0-star average from 100+ reviews on Google.
Meet the Fusion CPA Team, experienced CPAs, controllers, and UHNW Institute advisors
Fusion CPA's financial knowledge goes far beyond basic tax preparation. The advice provided was extremely valuable. 📈
Luke Harrington
Absolutely fantastic service. From tax prep to financial advice, the team is thorough, efficient, and genuinely cares about helping clients succeed. I wouldn’t trust anyone else with my finances.
Sterling Carter
The team is extremely detail-oriented and professional. They reviewed my finances carefully, provided clear advice, and helped me make smart decisions. I feel much more organized financially now.
Iris Holloway
Still have questions about pricing?
Talk to our team before you decide.
Frequently Asked Questions
Common Questions
Growth-Focused CFO starts at $3,000 per month, built for businesses with a core leadership team. In addition, Strategic Realignment starts at $5,000 per month and adds organizational coaching and family business advisory. Call 404-955-7338 or email info@fusiontaxes.com for a personalized estimate.
Substantially, in most cases. Fractional CFO services typically cost between $3,000 and $15,000 per month, while a full-time CFO can cost $200,000 to $300,000 or more per year, before benefits, equity, and recruitment costs. By comparison, Fusion CPA’s CFO services start at $3,000 per month. Otherwise, full-time tends to make more sense when the role needs daily on-site presence or complex treasury work.
Growth-Focused CFO includes financial forecasting, board and investor reporting, EOS/Traction integration, and a year-round advisory cadence. In addition, Strategic Realignment adds organizational coaching, capital planning, and family business advisory. Both tiers work alongside Fusion CPA’s tax and accounting teams, so your strategy connects directly to the books and the return.
Growth-Focused CFO includes financial forecasting, board and investor reporting, EOS/Traction integration, and a year-round advisory cadence. In addition, Strategic Realignment adds organizational coaching, capital planning, and family business advisory. Both tiers work alongside Fusion CPA’s tax and accounting teams, so your strategy connects directly to the books and the return.
Fusion CPA provides outsourced CFO and advisory services for businesses across 40+ states, alongside tax preparation, tax planning, and outsourced accounting. The Growth-Focused CFO tier starts at $3,000 per month for businesses with a core leadership team. Strategic Realignment starts at $5,000 per month and adds organizational coaching, capital planning, and family business advisory. Both tiers run on EOS/Traction principles with a year-round advisory cadence. Full Stack bundles that include CFO advisory save 15 percent, from $3,493 per month on the QuickBooks track and $11,427 per month on the NetSuite track. Fusion CPA operates from offices in Atlanta, GA, San Juan, Puerto Rico, Park City, Utah, and Tampa, FL. Email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338 to schedule a Discovery Call.
Reviewed by Susan Borkowski, CPA (Director of Controller Services) and Trevor McCandless, CPA, MTax (CEO). Published August 2026. Last reviewed 26 Aug, 2026. Market benchmark figures reference published 2026 pricing pages and national salary surveys.