Membership & Pricing
One team. One price. Full clarity.
A fractional CFO in your corner, with a dedicated analyst behind them. Bookkeeping when you need it. For less than one full-time hire.
$1,500/mo
3-month minimum. Then month-to-month. Add bookkeeping starting at $300/mo.
Book a Call90-day money-back guarantee
What this would cost separately
The Fulcrum Membership gives you all of this for $1,500/mo. Here's what hiring each capability individually would cost.
| What you'd hire | Market rate | With Fulcrum |
|---|---|---|
| FP&A Analyst (briefing, KPIs, recommendations) | $1,500 - $2,000/mo | Included |
| Cash flow forecasting (weekly 13-week updates) | $800 - $1,200/mo | Included |
| Budget vs. actual variance (weekly) | $500 - $750/mo | Included |
| Advisory access (same-day Slack) | $500 - $1,000/mo | Included |
| Monthly walkthrough + vendor network | $400 - $750/mo | Included |
| Total | $3,700 - $5,700/mo | $1,500/moBYOB |
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
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
Your fractional CFO
- You get a clear list of what to do next, not just numbers
- Same-day answers via dedicated Slack channel
- Ad-hoc modeling, scenarios, and one-off analysis on request. Bigger projects scoped separately.
- Vendor network access. See the network
- Preferred recruiting rates. See rates
Bookkeeping when you need it. We handle simple cash-basis books in-house, or coordinate with a trusted partner firm for accrual and complex setups. The CFO function sits on top either way. See options below.
$1,500/mo is the standard membership. Add bookkeeping starting at $300/mo.
The foundation
Bookkeeping options
Bookkeeping is the foundation, not the product. We meet your books where they already are.
Cash-basis, we handle it
+$300/mo
Pricing scales with transaction volume.
Straightforward cash-basis books. Closed by business day 5, every month. Most $250K to $3M businesses fit here.
Bring your own bookkeeper
No charge
We work alongside your team.
Already happy with your bookkeeper? Keep them. The CFO function sits on top. We'll collaborate to make sure the close stays on schedule.
Accrual or complex
By scope
Coordinated through a vetted partner.
Multi-entity, accrual-basis, inventory-heavy, or job-costing businesses. We coordinate with a vetted bookkeeping partner and integrate everything into your monthly reporting.
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.
"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.