Pricing

Plans that scale with your business

Flat monthly pricing — no hourly billing surprises. Every plan includes a dedicated advisor and your books synced automatically.

Essentials

For owner-operators who want a reliable forecast.

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—13-week cash flow forecast

—Live financial dashboard

—Monthly written review

—QuickBooks or Xero sync

—Email support

Start with Essentials

Advisory

For growing teams making real decisions on the numbers.

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—Everything in Essentials, plus:

—Scenario & headcount planning

—5-year driver-based model

—Monthly live review call

—Custom KPIs & reporting

—Priority support

Choose Advisory

Fractional CFO

Hands-on financial leadership without a full-time hire.

Custom

Scoped after a strategy call

—Everything in Advisory, plus:

—Board & investor reporting

—Budgeting & annual planning

—Bi-weekly strategy calls

—Banking & financing support

Talk to us

Annual plans are billed once per year at 20% off the monthly rate. Final scope is confirmed after a strategy call. Month-to-month on monthly plans — no long lock-in.

FAQ

Common questions

Do you replace my bookkeeper or accountant? +

No — we work alongside them. Elev8 CFO is forward-looking financial planning. If you also need bookkeeping or tax, Elev8 Tax & Accounting can handle that under one roof.

How long until I see my first forecast? +

Usually within a week of connecting your books. There's no lengthy implementation or software for you to learn.

Is my data secure? +

We connect through QuickBooks' and Xero's official read-only connections and follow least-access practices. We never need your banking login.

Can I switch plans? +

Yes. Most clients start on Essentials or Advisory and move up as their decisions get bigger. Monthly plans are month-to-month; annual plans lock your rate for the year.

Not sure which plan fits?

Book a free strategy call — we'll look at your business together and recommend the right starting point, honestly.

Book a free strategy call