Pricing

At airCFO, we’ve drawn on our experience partnering with 300+ clients over the last 10 years to develop services & tools that help founders succeed all the way from idea to exit.

We Scale with you As You Grow

Our services were designed with founders in mind.

airCFO's pricing is determined based on two factors: stage and scope. At each stage, we offer founders the services they need to build a rock-solid foundation and maintain a top-notch back office that moves them forward in their startup journey.

We also offer a variety of add-on services that add significant value in specific situations.

Your scope of work will be custom-tailored to fit your unique needs and will evolve continuously as your startup does.

Core Packages

With airCFO, your service scope & pricing are customized based on your startup's stage. We provide the exact level of support you need at each step of your startup journey, and our involvement grows as your startup does.

All clients receive regular systems/workflow diagnostics & a dedicated Client Success Manager to ensure we’re proactively leveling up your back office to keep pace with growth.

Select your current stage below to see how airCFO helps founders like you succeed.

<$2M raised (Pre-Seed) & <$50K in monthly expenses.

$2M-$10M raised (Seed) & $50K-$200K in monthly expenses

$10M-$30M raised (Series A) & $200K-$400K in monthly expenses

$30M+ raised (Series B+) & $400K+ in monthly expenses

CORE PACKAGE SUMMARY


With airCFO Launchpad, get started on the right financial foot and position your startup for long-term growth - all without needing to worry about back office logistics.

Accounting

$500

per month (Accrual Basis)

Core services include:

Month-End Close Management
Month-End Reporting Package by day 25
Asynchronous Email Support*
Balance Sheet Schedule Maintenance

*Cash Basis Bookkeeping $300 per month

*Additional support billed hourly

FINANCE

$315

per hour

Core services include:

Launchpad clients can consult with a Finance expert for hourly support with one-off projects.
Recurring services are available to clients in our Launch tier & beyond.

TAX

$750

annually

Core Service includes:

1 Federal Return
1 State Return
Year-End Meeting

PEOPLE OPS

$750

per month

Core services include:

Payroll Management
Payroll Compliance Guidance
Asynchronous Email Payroll Support*

*Additional support billed hourly

CORE PACKAGE SUMMARY


airCFO’s Launch services help you lay a solid foundation across back office functions so you can focus on building your business.

Accounting

$1,250

per month

Core services include:

Month-End Close Management
Month-End Reporting Package
AP & Vendor Management Support
Balance Sheet Schedule Maintenance
Annual Controller Review & "Lite" Systems Diagnostic

FINANCE

$1,600

per month

Core services include:

6 hours of advisory & support from dedicated Finance expert
Monthly model update & Executive Summary

Recommended Activities for Launch Clients:

Monthly Check-in Call
Quarterly Board Meeting Prep
Annual budget build
Key Metric Tracking Setup

TAX

$2,200

annually

Core service includes:

1 Federal Return
1 State/City Return
Return Walkthrough
Year-End Meeting
Estimates based on extension calc
Hourly income tax notice support & tax advisory

PEOPLE OPS

$1,600

per month

Core services include:

10 hours of advisory  & support from dedicated People expert
Payroll Management


Recommended Activities for Launch Clients:

Federal & Multi-State Compliance Advisory
Onboarding & Offboarding Support & Administration
Basic Benefit System Administration
People Policy and Procedure Guidance

CORE PACKAGE SUMMARY


airCFO's Iterate services provide you with the support you need to maintain a reliable, transparent back office so the rest of the company can focus on getting to product-market fit.

Accounting

$1,900

per month

Core services include:

Month-End Close Management
Month-End Reporting Package
AP & Vendor Management Support
Balance Sheet Schedule Maintenance
Annual Controller Review & Systems Diagnostic

FINANCE

$2,500

per month

Core services include:

10 hours of advisory  & support from dedicated Finance expert
Monthly model update & deep-dive analysis

Recommended Activities for Iterate Clients:

Biweekly Check-in Call
Quarterly Board Meeting Prep & ongoing IR support
Budget-setting support & budget vs. actuals tracking
Detailed cashflow projections
Metric benchmarking
Scenario Planning

TAX

$3,600

annually

Core service includes:

Common Federal forms: 4562, 1125E, Pg 1 of M-3, and 6765
3 State/City Returns
Return Walkthrough
Mid-Year Advisory Meeting + Year-End Meeting
Estimates based on extension calc
Up to 5 hrs of tax advisory/research support/ad-hoc projects

PEOPLE OPS

$2,500

per month

Core services include:

20 hours of advisory  & support from dedicated People expert
Payroll Management 


Recommended Activities for Iterate Clients:

Federal & Multi-State Compliance Advisory
Onboarding & Offboarding Support and Administration
Benefit Administration & Strategic Advisory
Performance Management Advisory
Annual Engagement Survey & Advisory

CORE PACKAGE SUMMARY


Let us build your back office to scale with robust processes, controls and tools that bridge the gap to an expensive, full-service ERP.

Accounting

Contact Us

for pricing

Core services include:

Month-End Close Services
Investor Reporting Package
AP & Vendor Management Support
Balance Sheet Schedule Maintenance
Annual Controller Review & Systems Diagnostic

FINANCE

Contact Us

for pricing

Core services include:

20+ hours of advisory & support from dedicated Finance expert
Monthly model update & deep-dive analysis

Recommended Activities for Scale Clients:

Weekly Check-in Call
Budget-setting support & budget vs. actuals tracking
Quarterly Board Meeting Prep & ongoing IR support
Cross-departmental collaboration to embed financial rigor across organization
Detailed metric tracking & analysis
Ad-hoc strategic projects

TAX

Contact Us

for pricing

Service includes:

All federal forms (except international forms)
5 State/City Returns
Return Walkthrough
Quarterly Meetings
Quarterly Estimates Calc
Up to 10 hrs of tax advisory/research support/ad-hoc projects

PEOPLE OPS

Contact Us

for pricing

Core services include:

30+ hours of advisory & support from dedicated People expert
Full-Service Payroll Management

Recommended Activities for Scale Clients:

Federal Multi-State Compliance Advisory
Full Employee Lifecycle Engagement Support
Benefit Administration & Strategic Advisory
Quarterly Employee Engagement Advisory
Ad-hoc strategic projects

Add-Ons

We know that every startup has its own unique needs, so we've designed a set of add-on services that help our clients meet specific challenges. 

All of these add-ons can be combined with your core service package, regardless of your stage.

Accounting

Invoicing Support

A thoughtful, automated invoicing process is a critical piece of a high-functioning operation. 

airCFO can help set up and maintain a streamlined invoice-to-cash collections process that prioritizes the client experience and promotes quicker collections.

Multi-Entity Consolidation

Our consolidation process gives you visibility into your financial data from individual entities in one comprehensive set of financial statements. This allows for easier analysis and a more complete understanding of your organization's overall financial performance.

We'll help you set up the necessary integrations using a QBO tool called JustConsolidate, and configure JC to build a set of consolidated financials that meet your specific needs.

Grant Accounting

Grants can be a great source of non-dilutive funding for early-stage startups, but they can introduce complexities into an accounting process. airCFO has deep experience in this space and can help you set up an efficient, compliant grant accounting workflow that gives you peace of mind.

Inventory Management

Tracking and valuing inventory is critical to preventing shortages, theft, and overstock. It's also important for accurate and meaningful financial statements. 


 Services provided within this offering include:

- Inventory and cost of goods sold process management and synchronization

- Document tracking and organization

- Basic monthly COGS reporting (Included in ME package Income Statement)

- Consultation to determine a landed COGS cost for each product (Finance?)

- Truing up balance sheet accounts based on actual inventory valuations

Policy & Workflow Documentation

Not having a clearly documented back office workflow creates ambiguity and an inability to identify process risk areas. AirCFO's Policy & Workflow Documentation provides a comprehensive guide of who is doing what, when, across your back office. 

While this service requires an upfront time commitment to deep dive into each workflow, the result is a robust guide that removes ambiguity and helps your back office run like a well oiled machine. This guide is great for training new employees or bringing work in house as you grow.

Finance

Revenue Operations

At any B2B startup, it is critical to keep Sales and Finance on the same page. AirCFO’s Revenue Operations offering gives management visibility into the composition of the sales pipeline and helps avoid surprises. We can also help create a seamless invoice-to-collect process, shortening the cash collection cycle and improving your cash burn.


Services provided within this offering include:

- CRM setup & report creation in collaboration with company’s Sales/Growth lead

- Pipeline Reporting by Stage

- Pipeline forecasting & forecast vs. target analysis

- Invoice-to-collect process management

- Quota / Commission Tracking

Procurement & Vendor Management

The average startup works with over a hundred vendors; as your company grows, it becomes painful trying to keep a handle on all those expenses. AirCFO’s vendor analysis service gives you peace of mind that your vendor relationships are managed skillfully and you’re using the best solutions for your specific situation.


This service offering includes:

- Giving client a better understanding of the vendors that make up each expense bucket & keeping those categorizations accurate

- Eliminating redundant / unnecessary spend to save clients $

- Helping manage new vendor procurement process

- Tracking upcoming renewals & manage negotiations

Advanced Metric Tracking

A strong metric tracking function can help you tease out the signal in your noisy data, as well as communicate that signal to employees & stakeholders. AirCFO helps startups hone in on the metrics that matter, set up a system for collecting the raw data, and monitor performance over time. Whether you need a high-level metric scorecard for monitoring a range of metrics or a deep-dive tool for drilling down into one specific metric, airCFO can help you get a better handle on your company data.


AirCFO’s services within this package include:

- Architect systems & workflows for capturing, storing & analyzing performance data

- Setup & maintain High-Level Metric Tracking Scorecard in month-end Package

- Deep-Dive Tools for tracking key metrics (ex. NRR)

Board & Investor Relations

A strong investor relations process gives key stakeholders transparency into company performance and helps build trust between executives and investors. AirCFO’s Board & Investor Relations service helps you put your best foot forward with investors and ensures that your quarterly Board meetings run smoothly & effectively.


Services provided include:

- Board meeting preparation with executive team: analyzing performance, building narrative, constructing materials

- Expedited month-end close ahead of Board meeting

- Participation in and support during Board meetings in order to explain financial narrative to investors

- Diligence and ad-hoc analysis as requested by board members

- Buildout & delivery of monthly Investor Update

Transaction Advisory

AirCFO’s experienced finance professionals provide independent advice on debt and equity financing transactions, leveraging deep knowledge of the startup finance landscape and strategic conversations had around the state of your business.


This includes:

- Pre-funding preparation: milestone-driven financial modeling, valuation analysis, mapping investor landscape

- Roadshow: pitch deck development, due diligence support, roadshow progress dashboard

- Execution and follow-up: negotiation support, term sheet evaluations, pro-forma capitalization table analysis

Audit/Due Diligence Support

Audits & due diligence are stressful and time sensitive. AirCFO provides a team of experts to interface with auditors or investors and ensure that your company passes with flying colors.


Services provided within this offering include:

- Compiling or creating ad hoc reports

- Liaising with your auditor or investor directly (calls, emails, etc.)

- Expedited turn around time on requests

Cap Table Management

Maintaining an accurate cap table can prevent countless headaches and save you thousands in legal fees. AirCFO can help make sure your records in Carta remain accurate as your cap table changes.


Services include:

- Onboard to software service

- Manage annual 409a valuation process

- Keep cap table updated with new and exercised options

- Record issuances from new funding rounds

- Track & report out on options remaining in option pool

Tax

R&D Tax Credits

The government offers tech companies an annual benefit of up to $250K based on their R&D spend. Make sure you're getting the full benefit you're due with help from airCFO!

Our tax team can calculate your R&D tax credit, collaborate with you to make sure your documentation is bulletproof with the IRS, and file the form on your behalf.

Other Tax Return Add-Ons

No matter how unique your tax situation may be, the airCFO team has probably seen it before. The following services can be added to any of our core tax packages:

- Extra States: $790

- Extra Cities: $560

- Specialized domestic forms (eg. 4797, 3800, 6765, etc.): $500

- International Forms: $1200 for 5471/5472 & 8858, $390 for FBAR

People Ops

Matt Armstrong, CPA | Head of Accounting

A Best-in-Class Team

airCFO delivers value through our people.

As a tech-enabled firm, we hire only those whose skill set and interests lie at the intersection of Big Four accounting expertise and a true desire to work for startups.

Learn more about the airCFO team here.

Schedule a Call 

We'd love to chat to learn more about your startup & see how airCFO can help level up your internal infrastructure.

You're a good fit for airCFO if...

You've raised VC funding or plan to in the next 6-12 months

Most of our clients have raised at least one round of funding from a venture capital firm. If you haven't raised funding yet but aspire to, you're a perfect fit for our Launchpad service!

You understand the importance of having a scalable, efficient back-office.

airCFO provides best-in-class solutions for founders who care about building & maintaining internal infrastructure that scales.

If you fit the above criteria and you want to chat with our team, schedule a discovery call with our Head of Sales at the following link:

Our Services

From day one, you’ll get an experienced team and a proven pathway to building a smart, efficient back office that scales with your business.

Pricing for airCFO Services icon

Accounting

Essential services, from day-to-day expense management to expert financial statement preparation.

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Fractional CFO

Critical insights to fuel forward momentum, including cash flow projections, budgeting, modeling, and more.

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People Operations

Ongoing advisory and support for startups who want to establish a solid people foundation and strategy from the start.

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Taxes

Navigating complex tax laws and IRS guidance so you stay in compliance, minimize taxes, and capture available credits.

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