Client fees are calculated based on the information gathered during the initial interviews. Our median client engagement is $1,500 / month. For Startups and Pre-revenue companies, our fees can be as low as $400 - 600 / mo.

We only use a month-to-month contract. Why? We want to earn your business every month. We don't believe in exit or break-up fees. We want a long-term successful relationship built on mutual respect and appreciation, which requires constant nurturing and value building. You'll find that we deeply care about you, and your business, and understand that deep relationships are earned over time.

Our engagements require a 30-day notice for cancellation, but you can cancel at any time.

We review where your business is today, by completing our New Client Questionnaire with you. Following our review, we’ll create a roadmap outlining specific milestones that we need to achieve together. You’ll work with a CFO Partner and our expert onboarding team during the first few weeks to ensure that your transition is smooth. You'll have access to our Project Management software, giving you transparent access to the entire process.

All of our employees are located in the US. Most of our employees work from our headquarters in Provo, Utah. Our use of electronic work & communication tools gives us the unique ability to work from anywhere in the US.

Our services are primarily electronic. We communicate with our clients via email, phone, our CFO App, or Google Meet (video conferencing & screen sharing). When needed, our Partners and Controllers also have the ability to work onsite with clients.

As former bankers & wealth advisors governed by FDIC, SEC, and FINRA, we take personal & business information seriously. Access to client information is limited to only authorized users. Authorized users consist of ProvenCFO employees, and users specified by you, the client. Our systems are secured using a combination of Apple Business Manager, Google Enterprise Workspace, and Okta. In addition, at an individual password management level, we utilize LastPass Enterprise Integrated SSO Password Manager.

We do so much more than your typical accountant. But more on that in a minute. Price alone should convince you. The cost of 1 full time accountant is at least $6,000/month (salary, benefits, taxes, space, tools & training). And does your accountant have the experience of helping scale multimillion dollar companies? Do they have expertise in designing systems, creating financial forecasting, and handling all the accounting and controller work? With ProvenCFO you are hiring a team of experts that will streamline and automate the flow of information saving hundreds of hours and thousands of dollars every month.