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.
- 13-week cash flow forecast
- Live financial dashboard
- Monthly written review
- QuickBooks or Xero sync
- Email support
Advisory
For growing teams making real decisions on the numbers.
- Everything in Essentials
- Scenario & headcount planning
- 5-year driver-based model
- Monthly live review call
- Custom KPIs & reporting
- Priority support
Fractional CFO
Hands-on financial leadership without a full-time hire.
- Everything in Advisory
- Board & investor reporting
- Budgeting & annual planning
- Bi-weekly strategy calls
- Banking & financing support
Indicative pricing for illustration. Final scope and fees are set after a strategy call.
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. Month-to-month, no long lock-in.