VertexCFO Pricing
Fractional CFO and Controller leadership with the VertexEDGE platform – serving high-growth companies.
We provide outsourced fractional CFO, Controller, and accounting support for growth companies that need stronger financial reporting, better visibility, and experienced finance leadership without adding a full-time CFO or Controller. Our pricing is designed to align the right level of support with your company, accounting complexity, reporting needs, and advisory priorities.
Every engagement includes VertexEDGE, our proprietary all-in-one financial reporting platform. With VertexEDGE, our clients receive dashboards, KPI analytics, budgeting, forecasting, and financial reporting that help leadership teams understand performance, manage cash flow, and communicate with confidence.
Service & Pricing Overview
Fractional CFO and Controller leadership with the VertexEDGE platform – serving startups and high growth companies.
| Starter | Growth | Strategic | Enterprise | |
|---|---|---|---|---|
| Starting Monthly Investment | $1,750/mo | $3,950/mo | $4,950/mo | Custom |
| Ideal Company Stage & Revenue | Pre-revenue → Early-Stage | $2M+ Annual Revenue | $5M+ Annual Revenue | $10M+ Annual Revenue |
| Accounting Basis | Cash basis | Cash → Accrual transition | Full accrual | Full accrual + technical |
| VertexEDGE™ — Financial Reporting & Dashboards | ||||
| Monthly Financial Statements | ✔ | ✔ | ✔ | ✔ |
| Executive Dashboard & KPI Analytics | ✔ | ✔ | ✔ | ✔ |
| Custom Industry Reports | — | — | ✔ | ✔ |
| Board & Investor Reporting Package | — | — | ✔ | ✔ |
| VertexEDGE™ — Budgeting & Forecasting | ||||
| Annual Budget / Forecast Model | AI-automated trend-based model | AI-automated trend-based model | Driver-based with key assumptions & staff plan | Driver-based with key assumptions & staff plan |
| Forecast Updates per Year | 1 mid-year update | Up to 2 per year | Up to 4 per year | Unlimited |
| Scenario & Sensitivity Planning | — | — | ✔ | ✔ |
| 13-Week Cash Flow Projection | — | Available | ✔ | ✔ |
| Accounting Operations | ||||
| Bank & Credit Card Feeds and Related Reconciliations | ✔ | ✔ | ✔ | ✔ |
| Month-End Close Checklist | ✔ | ✔ | ✔ | ✔ |
| Full Balance Sheet Reconciliations | — | ✔ | ✔ | ✔ |
| Revenue Recognition (ASC 606) | — | — | ✔ | ✔ |
| Transactional Support (AR / AP / Payroll) | Available | Available | Available | Available |
| Controller & CFO Support | ||||
| Dedicated Controller | ✔ | ✔ | ✔ | ✔ |
| Dedicated FP&A Advisor | — | ✔ | ✔ | ✔ |
| Dedicated CFO | — | Available | ✔ | ✔ |
| Capital Raise & Investor Prep | — | Available | ✔ | ✔ |
| Board Meeting Participation | — | Available | ✔ | ✔ |
| M&A / Exit Advisory | — | Available | Available | ✔ |
✔ Included Available = Hourly Add-On — Not Included
VertexEDGE Is Included With Every Engagement
VertexEDGE is our proprietary all-in-one financial reporting platform – included with every engagement. It’s trusted by CEOs, executives, entrepreneurs and finance teams to make smarter, faster decisions. From dashboards and KPIs to budgeting, forecasting, and board-ready reports, VertexEDGE delivers the insights you need to drive performance, manage cash flow, and communicate with confidence. Clients receive real-time financial visibility, investor-ready reporting, and AI-assisted or driver-based forecasting depending on their service level.
How Pricing Is Determined
Our listed monthly investments are starting rates. The final retainer depends on the complexity of your business, transaction volume, entity structure, reporting needs, and the level of CFO, Controller, FP&A, or accounting support required. During our initial discussion, we review where your financial operations stand today and recommend the service level that fits your current stage and near-term goals.
All packages are invoiced on the first of the month. Strategic and Enterprise driver-based budget and forecast models include a one-time setup fee.
Which Pricing Plan Fits Your Company?
Starter
Starter is built for early-stage companies that need foundational accounting structure, monthly financial statements, bank and credit card feeds and related reconciliations, a month end close checklist, a dedicated Controller, and access to VertexEDGE reporting. It is a fit for companies that are operating on a cash basis and need clearer reporting as they prepare for growth.
Growth
Growth supports companies that are ready to strengthen their accounting foundation and move from cash basis toward accrual accounting. This plan adds full balance sheet reconciliations and a dedicated FP&A Advisor, with additional support available for dedicated CFO services, capital raise and investor preparation, board meeting participation, and transaction needs.
Strategic
Strategic is designed for companies that need deeper financial leadership, full accrual reporting, custom industry reports, board and investor reporting, driver based budgeting and forecasting, scenario planning, 13-week cash flow projection, and dedicated CFO support. It is often a fit for companies preparing for rapid growth, preparing for a sale, investor conversations, board reporting, , or more sophisticated financial management.
Enterprise
Enterprise is customized for companies that require full accrual and technical accounting support, unlimited forecast updates, M&A or exit advisory, board participation, capital raise and investor preparation, and a tailored finance leadership model. Enterprise pricing is customized based on scope, team size, and advisory needs.
Onboarding Timeline
The onboarding timeline depends on your selected service level and the condition of your current accounting records, systems, and reporting process. Starter onboarding typically takes 30 to 90 days. Growth onboarding typically takes 60 to 90 days. Strategic and Enterprise onboarding typically takes 90 to 120 days.
Contact Us For A Tailored Solution
If you are evaluating fractional CFO pricing, Controller support, or a more complete outsourced finance solution, we can help you identify the right level of service for your company. Contact us for a tailored solution.
Pricing FAQ
What is included in every VertexCFO engagement?
Every engagement includes VertexEDGE, monthly financial statements, executive dashboard and KPI analytics, bank and credit card feeds and related reconciliations, a month-end close checklist, and a dedicated Controller. Additional services vary by package.
Does VertexEDGE cost extra?
VertexEDGE is included with every engagement. Clients receive financial reporting and dashboard capabilities as part of their selected service level.
Can we add services that are not included in our plan?
Some services are available as hourly add-ons depending on the package. These may include transactional support, dedicated CFO support, capital raise and investor preparation, board meeting participation, or M&A and exit advisory.
Why is Enterprise pricing custom?
Enterprise pricing is customized because larger companies often have more complex entity structures, technical accounting needs, reporting requirements, advisory needs, and finance team structures.
How do we know which plan is right for our company?
The right plan depends on revenue stage, accounting basis, reporting requirements, transaction volume, internal team capacity, and the level of CFO or Controller leadership needed. We review these factors with you before recommending a service level.