Your fractional CFO.
At 1/10th the price.
Surgepoint connects to QuickBooks and delivers a monthly financial narrative — what happened, what it means, and what to do. $199/month.
7-day free trial. Cancel anytime.
How it works
Three steps to a CFO-grade monthly read on your business.
Step 01
Connect QuickBooks
Read-only access, about 60 seconds. Surgepoint never changes anything in your books.
Step 02
Tell us your setup
Configure once how to read your accounts — what counts as recurring revenue, what to ignore, what to watch.
Step 03
Get your narrative
Monthly on the 1st, delivered by email: MRR, burn, runway, what moved, and what to do about it.
Know your numbers every month.
Connect QuickBooks once. Get a fractional-CFO narrative on the 1st of every month.
7-day free trial, then $199/month.