Skip to main content
Free Assessment Book a Call

Membership & Pricing

One team. One price. Full clarity.

A bookkeeper, analyst, and strategist working for your business. For less than one full-time hire.

$1,200/mo

3-month minimum. Then month-to-month. Add bookkeeping starting at $300/mo.

Book a Call

90-day money-back guarantee

What this would cost separately

The Fulcrum Membership gives you all of this for $1,200/mo. Here's what hiring each capability individually would cost.

FP&A Analyst
$1,500-$2,000 Included
Cash flow forecasting
$800-$1,200 Included
Budget vs. actuals
$500-$750 Included
Advisory (same-day Slack)
$500-$1,000 Included
Walkthrough + vendors
$400-$750 Included
Total
$3,700-$5,700/mo $1,200/mo
You save $2,500–$4,500/mo compared to hiring separately

Full-time CFO: $200K to $450K per year. Fulcrum gives you the intelligence layer without the salary.

Add bookkeeping starting at $300/mo. Market rate for equivalent services: $500-$2,000/mo depending on complexity.

Our average client identifies savings and opportunities that exceed their annual membership cost within the first 90 days.

What's included

Your complete finance team

B

Your bookkeeper

  • Your books are accurate and current without you touching them
  • Books closed by business day 5, every month
  • P&L, Balance Sheet, and Cash Flow statements ready
  • You never chase a receipt or reconcile a transaction
A

Your analyst

  • You see cash problems 8 weeks before they hit
  • You find out where expenses are creeping before they eat your margin
  • You know which parts of your business are actually making money
  • 13-week cash flow projection, updated weekly
S

Your strategist

  • You get a clear list of what to do next, not just numbers
  • Same-day answers via dedicated Slack channel
  • Vendor network + preferred recruiting rates included
  • Vendor network included. See the network
  • Preferred recruiting rates. See rates
Book a Call

$1,200/mo is the standard membership. Add bookkeeping starting at $300/mo.

90-day money-back guarantee

If we don't identify at least your first month's fee in savings or opportunities within 90 days, we refund every dollar. No caveats, no conditions. The guarantee exists because it has never been triggered.

Jeff Smith

"We were bringing on a partner and had a lot of financial questions we couldn't answer on our own. Fulcrum gave us the data to structure that deal properly. They also spotted a service line we'd been underpricing and showed us the margin opportunity we were leaving on the table. Now when a decision comes up, we already have the numbers. We don't guess anymore."

Jeff Smith · Owner, Quiet Signal

Ready to get started?

Book a 30-minute call. No pitch deck. Just a conversation about your numbers.

90-day guarantee

If we don't identify at least your first month's fee in savings or opportunities within 90 days, we refund every dollar.

Jeff Smith

"When a decision comes up, we already have the numbers. We don't guess anymore." -- Jeff Smith, Quiet Signal

Not ready for a call? The assessment is free. No pitch, no pressure.