Transparent Pricing
Strategic finance leadership for system-wide visibility, stronger unit economics, and confident growth—without the cost of a full-time hire. Our pricing is lean and transparent, built for franchisors who want a focused, proven process.
Choose the right plan for your business
Core CFO
Strategic CFO
Financial Blueprint Sprint
$3,100/month
$5,500/month
$8,500
One-Time Fee
Affordable C-level support for franchisors who want expert answers, structured planning, and clear reporting without the $250K+ price tag.
Turn financial clarity into growth. Our Strategic CFO service gives you executive-level guidance, tailored for franchisors ready to expand profitably.
One-time deep dive. Get an actionable road map on how to address every level of your franchise.
What is it?
Core CFO is your entry point to having a CFO on your team. You’ll gain reliable financial reporting, annual planning and forecasting, and — most importantly — direct access to a financial partner who can answer your questions when you need them.
No more guessing if you can afford the next hire, worrying about cash timing, or trying to interpret financial jargon on your own.
Strategic CFO is our full-service outsourced CFO partnership. Beyond reporting, we step in as your financial strategist — aligning unit economics with enterprise-level goals, guiding capital allocation, and helping you maximize EBITDA across the system.
Think of this as having a fractional CFO on your leadership team, driving financial strategy and operational alignment at every level.
A one-time, end-to-end diagnostic of your franchise financial ecosystem.
When you’re scaling through units, the margin of error is razor thin. If one location is inefficient, the whole system feels it. The Sprint gives you clarity across every level of your franchise:
- Unit-Level Financials: uncover hidden inefficiencies in P&Ls, margins, and cash flow at the store level.
- Franchise System Health: standardize KPIs so every unit is measured against benchmarks that matter.
- Item 19 & Sales Review: ensure your Item 19 is optimized and your sales team has the tools they need.
- Enterprise-Level Growth: align unit economics with brand-wide expansion strategies.
The Deliverable
- Executive-Level Reporting: clear monthly reports that cut through noise and focus on your franchisor-level results. Not just financial data – we dive into everything. Were your analytics department as well.
- Annual Profit Planning & Forecasting: a forward-looking financial plan, updated throughout the year as reality changes.
- Quarterly CFO Strategy Calls and Monthly Financial Review Videos: review progress, refine strategy, and align financials to your goals
- Bookkeeping oversight: Recommendations for efficiency and on hand for questions.
- Unlimited Email Access to a CFO: email anytime with questions and get direct, thoughtful input and strategies to support your decisions
- Item 19 Support: We help you compile the data needed to present your franchise in the best way.
- Everything in Core CFO, plus…
- Quarterly optimization strategy video: a video to send to franchisees that helps them understand what it takes to grow to the next level.
- Franchise-wide KPI alignment & benchmarking
- High-Touch Availability: not only can you email anytime, but you also have expanded access to meet outside our monthly cadence when critical decisions or opportunities arise
- Monthly financial review and strategy sessions: ongoing support between meetings
- Item 19 and full sales team support: we help your sales team build a tool to sell more franchises.
- 3-Month & 12-Month Roadmap: tailored, step-by-step strategies to increase EBITDA
- Prioritized Business Strategies: with specific financial and operational plays to execute
- Iterative Insights: ongoing refinement as we uncover more data
- 1:1 Strategy Presentation: a live session with you and your leadership team to walk through findings, answer questions, and align next steps
Who's It For
Franchisors who:
- Are ready to professionalize their financial operations
- Want visibility into unit-level and system-wide performance
- Need a trusted financial partner but aren’t ready for full-scale CFO engagement
- Have at least 10 operating units.
- Has a bookkeeper providing closed books by the 10th of the month.
Franchisors who:
- Are actively expanding and need executive-level financial oversight
- Want strategic coaching opportunities to help their franchisees grow.
- Need a CFO-level partner without the $250k+ salary of hiring in-house
- Has a bookkeeper providing closed books by the 10th of the month.
Franchisors who:
Want to spot and eliminate inefficiencies across units
Need standardized KPIs for true system-wide visibility
Want unit economics aligned with long-term brand growth
- Want a need to refocus their strategy and need expertise on where to head next.
One simple monthly investment of $3,100. Gain the financial clarity to grow your franchise with confidence.
Monthly investment of $5,500. Gain a trusted partner in financial leadership to grow and protect your franchise brand.
One-time investment of $8,500. Book your Sprint today and secure a guaranteed roadmap to higher profitability.
Need Bookkeeping?
Starting at $450/month
Get clean books every month so you can focus on running your business and have peace of mind that your numbers are right and tax time will be a breeze.
- Monthly Bookkeeping: transactions categorized and accounts reconciled on a timely basis each month
- Clean Financial Statements: simple reports you can trust, delivered monthly
- Error-Free Records: confidence your books are audit- and tax-ready
- Basic Support Access: your team can email us with bookkeeping questions as they come up
Choose the right plan for your franchise
Core CFO - $3,100/month
Affordable C-level support for franchisors who want expert answers, structured planning, and clear reporting without the $250K+ price tag.
What is it?
Core CFO is your entry point to having a CFO on your team. You’ll gain reliable financial reporting, annual planning and forecasting, and — most importantly — direct access to a financial partner who can answer your questions when you need them.
No more guessing if you can afford the next hire, worrying about cash timing, or trying to interpret financial jargon on your own.
The Deliverable
- Executive-Level Reporting: clear monthly reports that cut through noise and focus on your franchisor-level results. Not just financial data – we dive into everything. Were your analytics department as well.
- Annual Profit Planning & Forecasting: a forward-looking financial plan, updated throughout the year as reality changes.
- Quarterly CFO Strategy Calls and Monthly Financial Review Videos: review progress, refine strategy, and align financials to your goals
- Bookkeeping oversight: Recommendations for efficiency and on hand for questions.
- Unlimited Email Access to a CFO: email anytime with questions and get direct, thoughtful input and strategies to support your decisions
- Item 19 Support: We help you compile the data needed to present your franchise in the best way.
Who is it for?
Franchisors who:
- Are ready to professionalize their financial operations
- Want visibility into unit-level and system-wide performance
- Need a trusted financial partner but aren’t ready for full-scale CFO engagement
- Have at least 10 operating units.
- Has a bookkeeper providing closed books by the 10th of the month.
One simple monthly investment of $3,100. Gain the financial clarity to grow your franchise with confidence.
Strategic CFO - $5,500/month
Turn financial clarity into growth. Our Strategic CFO service gives you executive-level guidance, tailored for franchisors ready to expand profitably.
What is it?
Strategic CFO is our full-service outsourced CFO partnership. Beyond reporting, we step in as your financial strategist — aligning unit economics with enterprise-level goals, guiding capital allocation, and helping you maximize EBITDA across the system.
Think of this as having a fractional CFO on your leadership team, driving financial strategy and operational alignment at every level.
The Deliverable
- Everything in Core CFO, plus…
- Quarterly optimization strategy video: a video to send to franchisees that helps them understand what it takes to grow to the next level.
- Franchise-wide KPI alignment & benchmarking
- High-Touch Availability: not only can you email anytime, but you also have expanded access to meet outside our monthly cadence when critical decisions or opportunities arise
- Monthly financial review and strategy sessions: ongoing support between meetings
- Item 19 and full sales team support: we help your sales team build a tool to sell more franchises.
Who is it for?
Franchisors who:
- Are actively expanding and need executive-level financial oversight
- Want strategic coaching opportunities to help their franchisees grow.
- Need a CFO-level partner without the $250k+ salary of hiring in-house
- Has a bookkeeper providing closed books by the 10th of the month.
Monthly investment of $5,500. Gain a trusted partner in financial leadership to grow and protect your franchise brand.
Financial Blueprint Sprint - $8,500 One-Time Fee
One-time deep dive. Get an actionable road map on how to address every level of your franchise.
What is it?
A one-time, end-to-end diagnostic of your franchise financial ecosystem.
When you’re scaling through units, the margin of error is razor thin. If one location is inefficient, the whole system feels it. The Sprint gives you clarity across every level of your franchise:
- Unit-Level Financials: uncover hidden inefficiencies in P&Ls, margins, and cash flow at the store level.
- Franchise System Health: standardize KPIs so every unit is measured against benchmarks that matter.
- Item 19 & Sales Review: ensure your Item 19 is optimized and your sales team has the tools they need.
- Enterprise-Level Growth: align unit economics with brand-wide expansion strategies.
The Deliverable
- 3-Month & 12-Month Roadmap: tailored, step-by-step strategies to increase EBITDA
- Prioritized Business Strategies: with specific financial and operational plays to execute
- Iterative Insights: ongoing refinement as we uncover more data
- 1:1 Strategy Presentation: a live session with you and your leadership team to walk through findings, answer questions, and align next steps.
Who is it for?
Franchisors who:
- Want to spot and eliminate inefficiencies across units
- Need standardized KPIs for true system-wide visibility
- Want unit economics aligned with long-term brand growth
- Want a need to refocus their strategy and need expertise on where to head next.
One-time investment of $8,500. Book your Sprint today and secure a guaranteed roadmap to higher profitability.
Bookkeeping Addon - Starting at $450/month
Get clean books every month so you can focus on running the business—with confidence your numbers are right and tax time is easy.
- Monthly bookkeeping: timely transaction categorization & reconciliations.
- Clean financial statements: simple, trustworthy monthly reports.
- Error-free records: audit- and tax-ready books.
- Basic support access: your team can email us with bookkeeping questions as they arise.
Ideal companion service to Core or Strategic CFO for full finance coverage.