Startup Finance Packages

Buy the finance function your stage actually needs.

Four packages, built around one outcome each: clean books, runway visibility, investor reporting, or decision support. Start where you are and expand as complexity grows.

How These Packages Are Built

Four rules behind the pricing.

Stage-based

Pre-seed, seed, and growth companies do not need the same finance function — or the same invoice.

Outcome-led

Each package is tied to a single result: clean books, runway visibility, investor reporting, or decision support.

Defined boundaries

Recurring work is written down. Cleanup, tax, and transaction-specific work are scoped separately.

Expansion path

Start at the foundation and add reporting, modeling, tax-credit support, and CFO work as the business gets harder.

Monthly Packages

Pick the stage you are in today.

01
Pre-seed & pre-revenue

Foundation

Starting at$750 / month

Outcome: books you can trust and hand to anyone.

  • Monthly close with bank and credit-card reconciliation
  • Chart of accounts structured for startup reporting
  • Monthly P&L, balance sheet, and cash summary
  • Year-end package prepared for your tax preparer
  • Email support during the month
CadenceMonthly close, delivered on a fixed schedule.
Request a Scope Quote
03
Funded with investors or a board

Investor-Ready

Starting at$3,500 / month

Outcome: reporting your investors never have to chase.

  • Everything in Runway
  • Monthly investor update pack and KPI reporting
  • Quarterly board reporting materials
  • Cap-table, SAFE, and note schedule maintenance
  • Diligence-ready financial file structure
  • Consolidation for multiple entities or states
CadenceMonthly close and update, quarterly board pack.
Request a Scope Quote
04
Growth & Series A onward

Strategic CFO

Starting at$6,500 / month

Outcome: decision support before the decision, not after.

  • Everything in Investor-Ready
  • Driver-based financial model with scenario planning
  • Hiring plan, unit economics, and pricing analysis
  • Capital strategy and raise-timing guidance
  • Working sessions with the leadership team
  • Support in board meetings and diligence conversations
CadenceMonthly close, recurring working sessions, quarterly planning.
Request a Scope Quote

Prices are starting points, not binding quotes. For context, 2026 fractional-CFO engagements commonly run from roughly $2,000 to $20,000+ per month depending on stage and complexity, with early-stage work often landing between $3,000 and $12,000. WGF starts lower on purpose — and prices complexity honestly once it is visible.

The Expansion Path

One package at a time, in the order complexity arrives.

01Foundation

Get the books accurate and current before anything is built on top of them.

02Runway

Turn accurate books into a live view of burn, cash timing, and months remaining.

03Investor-Ready

Package the numbers for investors, boards, and diligence without a scramble.

04Strategic CFO

Use the numbers to model scenarios, plan capital, and make the hard calls early.

Scoped Separately

Work that is quoted on its own.

These are one-time or event-driven projects. They are not bundled into a monthly package unless a signed engagement says so.

Books cleanup & catch-up

Historical reconciliation and restatement before a recurring close begins.

Per month of history
Tax preparation & filing coordination

Returns, extensions, and filing support with your preparer or ours.

Per entity & return
R&D tax credit support ↗

Eligibility screening and documentation for qualifying US research spend.

Per claim year
Fundraise & diligence project

Data room, historical financials, and question-response support through a round.

Fixed project fee
Standalone financial model

A driver-based model built once, without a recurring CFO engagement.

Fixed project fee
Added entities, states, or currencies

Extra complexity in the recurring scope: entities, jurisdictions, or accounts.

Added to monthly
Before a Quote

Eight questions that set the price.

Scope is confirmed against real numbers, not assumptions. Answering these on the first call is usually enough to quote accurately.

  1. What stage is the company in, and how much capital has been raised?
  2. What accounting system is in use today?
  3. How many bank, credit-card, payroll, and operating accounts exist?
  4. Are the books current and reconciled?
  5. What does the founder need to know every month to make decisions?
  6. Is a board meeting, fundraise, audit, tax filing, or diligence event coming up?
  7. How often is finance support expected?
  8. Are there multiple entities, states, currencies, or cap-table instruments?
Eligibility-Based Option

Free Until Profitable is separate — and not automatic.

Selected early-stage setup work may qualify for a deferred-fee structure. It is not financing, not a guarantee, and not available to every founder. Eligibility depends on scope, stage, risk, records, capacity, and a signed written engagement.

Common Questions

What founders ask about pricing.

Are the listed prices fixed quotes?

No. Each price is a starting point. The final scope and fee are confirmed after reviewing transaction volume, entities, accounting systems, payroll, reporting cadence, and decision-support expectations.

Which package should an early-stage startup choose?

Pre-seed and pre-revenue companies usually start with Foundation. Seed or recently funded companies that need runway visibility start with Runway. Companies with investors or a board start with Investor-Ready.

Is historical cleanup included in a monthly package?

No. Cleanup and catch-up work is quoted separately based on how many months of history need attention, and then the company moves into a recurring monthly close.

Is tax preparation included?

No. Tax preparation, filings, and R&D tax credit claims are scoped and quoted separately unless a signed engagement explicitly includes them. Monthly packages deliver a clean year-end package for the tax preparer.

Can a company move between packages?

Yes. Each package builds on the one before it, so reporting, modeling, tax-credit support, and strategic CFO work can be added as complexity grows.

What is not included in any package?

Third-party software, filing fees, taxes, audit fees, and out-of-pocket expenses are never included unless the signed engagement explicitly lists them.

Start with scope

Find the right package in one call.