
$999 / month — flat fee · A CFO-led team that owns your diligence readiness · Up in 2 weeks
Be ready for
investor due diligence.
Books, data room & tax —
before the term sheet.
A dedicated CFO, monthly bookkeeping, and real-time tax planning — one team, one flat fee.
When investors open the data room, messy books kill momentum and trim valuations. Figures keeps your financials, tax, and diligence materials investor-ready year-round — so you walk into due diligence prepared, not scrambling — for a flat $999/month.
- $999/mo
- Flat fee — no surprises
- EAs & CPAs
- In-house, IRS-authorized
- ~2 weeks
- Hello to up & running
Investor-ready books,
before the data room opens.
Founders scramble. Per-deal QoE firms cost tens of thousands and start from zero. Figures keeps your books, tax, and data room investor-ready every month — for a flat fee.
| What you get | FiguresYour DD-ready finance team | DIY scrambleFounder + spreadsheets | Big-4 / QoE firmPer-deal engagement |
|---|---|---|---|
| Cost | $999 flat / month | Your nights & weekends | $30K–$75K per deal |
| Books kept investor-ready year-round | ✓ | — | — |
| Clean financials & data room prepared | ✓ | — | ✓ |
| Real-time tax planning before the round | ✓ | — | — |
| In-house EAs & CPAs (IRS authorized) | ✓ | — | ✓ |
| On your investor & diligence calls | ✓ | — | — |
| Ready before diligence starts, not during | ✓ | — | — |
| Time to get diligence-ready | Already ready | Weeks of scramble | 3–6 weeks per deal |
| Ongoing commitment | Flat monthly — cancel anytime | None | Per-deal fees |
Transparent. Flat. No surprises.
One price. Your CFO and finance team, included.
Everything your business needs to run financially sound — with a CFO leading it.
Need more? For higher volume, multi-entity, or complex needs — ask about our Operator plan.
- Dedicated CFO (advisory, call attendance, decision support)
- Real-time tax planning on key decisions
- Monthly bookkeeping and close
- Accounts payable and receivable management
- Financial statements every month
- End-to-end accounting software management
- Onboarding within 2 weeks
- Dedicated point of contact
Simple from day one
Up and running in two weeks. Supported all year.
We spend 30 minutes on your raise — timeline, what investors will ask for, and the state of your books today. No pressure, no pitch.
We clean up your books, build investor-grade financials, organize your financial data room, and sync your tools. Dedicated CFO and finance team from day one — live within 2 weeks.
When diligence starts, your CFO fields investor and DD-team questions, owns the financial data room, and keeps the round moving — so a messy spreadsheet never stalls your term sheet.
Common questions
Answers for owners comparing CFO advisory, bookkeeping, and tax.
Due diligence readiness means your financials, tax position, and supporting documents are organized and defensible before investors or acquirers start reviewing them. Instead of scrambling once a data room request lands, your books, cap table, contracts, and tax records are already investor-grade. Figures keeps small businesses and startups diligence-ready year-round with a dedicated CFO and finance team for a flat $999 per month.
What would change if you had a CFO?
You'd make decisions faster. You'd negotiate better. You'd stop losing sleep over whether the numbers are right.
Book a 30-minute call on Calendly →