Surgepoint

A fractional CFO for 1/10th the price

7-day free trial on every plan. Cancel anytime.

Starter

7-day free trial
$199/month

A fractional-CFO narrative on the 1st of every month, straight from your QuickBooks.

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Everything in Starter:

  • 1 QuickBooks company
  • 1 seat
  • Monthly financial narrative
  • Delivered by email
  • Custom rules for your chart of accounts

Growth

7-day free trial
$399/month

For operators and investors running several SaaS entities on QuickBooks.

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Everything in Growth:

  • Up to 5 QuickBooks companies
  • Multiple seats
  • All Starter features

Billed monthly. Cancel anytime. Secure payment via Stripe.