Pay only for what you need

All plans are tailored to your exact need. We scale when you scale.

Essential

Starting at:

$399/month

Setup and Onboarding
Dedicated Partner
Monthly Reconciliations
Monthly Bookkeeping
Monthly Financial Reviews
Cash or Accrual
Payroll Integrations
Invoice Integrations
Xero Subscription
CFO App
87% of our clients pick Pro

Pro

Starting at:

$699/month

All the Essential features
Weekly Reconciliations
Weekly Bookkeeping
Weekly Financial Reviews
Payroll
Bill Pay Integrations

Next Level

Starting at:

$999/month

All the Pro features
Daily Reconcilations
Daily Bookkeeping
Inventory Management
Point of Sale
Custom Integrations
Custom Reporting
And more...

Some FAQs

Can I cancel ProvenCFO services at any time?

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

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.

Both Quickbooks and Xero are great solutions. We advise our clients to switch to Xero, as we love their robust platform, and the tremendous support they offer both accountants and businesses.

We can create any kind of report you need, and publish in any format requested. You’ll also love our KPI Dashboards, which provide real-time financial intelligence to help you run your business.

Our pricing and plans are differentiated based on volume of work required, scope of difficulty, frequency of bookkeeping, and expected communication with Associates and Partners. Our starting prices are reflected above. Each monthly engagement fee and onboarding fee is calculated based on completion and evaluation conducted during the New Client Questionnaire.

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.

We review where your business is today, by completing theNew 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 Partner and our expert onboarding team during the first few weeks to ensure that your transition is smooth.

Access to client information is limited to only authorized users. Authorized users consist of ProvenCFO employees, and users specified by you, the client. All of our client usernames and passwords are stored using LastPass Enterprise Integrated SSO Password Manager.

One of the benefits to working with ProvenCFO is the access to Partners. You’ll be assigned a Partner to work with from the start of your relationship with us. We believe in a team approach at ProvenCFO, and the benefit to using a “Partner” model is the access you’ll have to the top minds in accounting, finance, and information systems

"With ProvenCFO, we have significantly improved the clarity of our financial situation. They have saved us time, money, & headache. Highly recommend working with these guys."

Andrew Redpath, COO & Co-founder

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