Clearline Financial — Service tiers

Three tiers. One goal.

Financial clarity for every stage of your business. Pick the level of support that fits where you are right now.

Starter
$750
per month · no setup fee
For businesses ready to see their numbers clearly for the first time. You get the dashboard and a monthly CFO call — the foundation everything else is built on.
Dashboard & reporting
  • ✓Live financial dashboard — updated daily
  • ✓Revenue, burn, runway, margin metrics
  • ✓AR aging report
  • ✓Spend breakdown vs. benchmarks
  • ✓QuickBooks + bank account sync
CFO access
  • ✓Monthly 1-hour CFO call
  • ✓Monthly written report with action items
  • ✓Email support (48hr response)
  • —Weekly check-ins
  • —Slack access
Planning
  • ✓Basic cash flow forecasting (3 months)
  • —Tax strategy planning
  • —Hiring & growth modeling
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MOST POPULAR
Growth
$2,500
per month · no setup fee
For businesses actively growing who need a real financial partner — weekly visibility, tax strategy, and modeling for the big decisions.
Dashboard & reporting
  • ✓Everything in Starter
  • ✓Stripe revenue integration
  • ✓Profitability by service line
  • ✓Custom KPI tracking
  • ✓Automated alert system
CFO access
  • ★Weekly CFO check-ins (30 min)
  • ★Direct Slack access to your CFO
  • ✓Same-day response on urgent items
  • ✓Monthly written report with action items
Planning
  • ★6-month cash flow forecasting
  • ★Quarterly tax strategy planning
  • ★Hiring & growth decision modeling
  • ✓Vendor contract review
  • —Investor reporting package
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Scale
$5,000
per month · no setup fee
For businesses approaching an exit, raising capital, or operating at a level where a part-time CFO isn't enough and a full-time one isn't warranted yet.
Dashboard & reporting
  • ✓Everything in Growth
  • ✓Multi-entity or multi-location support
  • ✓Board-ready financial package
  • ✓Investor reporting package
CFO access
  • ✓Named dedicated CFO
  • ✓Unlimited calls and Slack access
  • ✓Priority same-day response SLA
  • ✓Attend board or investor meetings
Planning
  • ✓Fundraise prep & financial modeling
  • ✓12-month rolling forecast
  • ✓M&A or exit preparation
  • ✓Debt & capital structure review
  • ✓Full tax strategy coordination
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Full feature comparison
Feature Starter · $750 Growth · $2,500 Scale · $5,000
Dashboard & data
Live financial dashboard✓✓✓
QuickBooks sync✓✓✓
Bank account feeds✓✓✓
Stripe revenue integration—✓✓
Automated alertsBasic✓ Full✓ Full
Profitability by service line—✓✓
Multi-entity support——✓
CFO access
Monthly CFO call✓ 1hr✓ 1hr✓ Unlimited
Weekly check-ins—✓ 30 min✓ Unlimited
Slack access—✓✓
Response time48 hrsSame dayPriority SLA
Named dedicated CFO——✓
Attend board meetings——✓
Planning & strategy
Cash flow forecasting3 months6 months12 months
Tax strategy planning—✓ Quarterly✓ Full year
Hiring & growth modeling—✓✓
Vendor contract review—✓✓
Investor reporting package——✓
Fundraise prep & modeling——✓
Exit / M&A preparation——✓
Starter — $750/mo
Best for businesses that need to get their financial house in order.
  • Under $1M annual revenue
  • Currently using QuickBooks but not really looking at it
  • Owner has been surprised by a tax bill or cash crunch
  • Wants a monthly gut-check with a real financial person
  • Solo practitioner or small team (under 10 people)
Growth — $2,500/mo
Best for businesses actively making growth decisions.
  • $500k–$3M annual revenue
  • Thinking about hiring, new equipment, or expansion
  • Wants a CFO available when decisions come up mid-month
  • Has a CPA but wants more proactive financial strategy
  • Dental practice, law firm, or agency at growth stage
Scale — $5,000/mo
Best for businesses preparing for a major transition.
  • $3M–$10M annual revenue
  • Multiple locations or business entities
  • Raising capital or considering a sale in 2–4 years
  • Needs board-ready financials and investor reporting
  • Wants a CFO who can sit in on external meetings
Starter
Annual fee
$9,000
Typical value found in year 1: $20–40k in AR recovered + savings identified
Growth
Annual fee
$30,000
Typical value found in year 1: $50–120k across AR, cost savings, and better decisions
Scale
Annual fee
$60,000
Typical value: $150k+ including fundraise support, exit prep, and strategic decisions