Transparent Pricing
Simple, Transparent Pricing
Built for the Care Economy
No hourly surprises. No hidden fees. Start with a fixed-fee diagnostic, then choose the ongoing AI-powered CFO plan that matches your size, built around census, labor and payer economics.
Step 1: Start With the Diagnostic
A fixed-fee diagnostic before any ongoing commitment, so you see exactly what you’re getting.
Step 2: Choose Your Ongoing AI CFO Plan
Priced by revenue size, not by the hour. All plans are month-to-month with 30 days’ notice.
AI CFO Essentials
Best for $2M–$5M senior living and home care operators
Starting at
Billed monthly · No setup fee
- Monthly close & multi-payor reconciliation
- Rolling 13-week cash forecast
- Monthly KPI pack: occupancy, labor %, AR aging
- One CFO strategy call per month
- QBO / Xero integration & management
- Quarterly tax planning check-in
- Email & portal support
AI CFO Growth
Best for $5M–$12M operators managing labor and refinancing decisions
Starting at
Billed monthly · No setup fee
- Everything in Essentials
- Labor cost ratio benchmarking & control
- Annual budget & department-level reporting
- Lender-ready reporting & refinancing prep
- Weekly CFO availability
- Proactive tax strategy & 4× annual sessions
- Dedicated point of contact
AI CFO Board
Best for $12M–$20M+ operators or new owners in the first 100 days post-close
Starting at
Billed monthly · No setup fee
- Everything in Growth
- Board-ready reporting pack
- 100-day post-close integration plan
- Lender covenant tracking
- Exit planning & financial modeling
- Strategic vendor & contract negotiations
- Same business-day response
What Every Plan Includes
Regardless of which plan you choose, every QuickEdge client gets the same commitment to quality and service.
Dedicated Point of Contact
One person who knows your business, your goals, and your numbers. No call centers, no rotating staff.
AI-Accelerated, Human-Verified
AI handles the repeatable analysis; every number that reaches a lender, buyer or board is reviewed and signed off by your CFO.
Audit-Ready Books
100% accurate, GAAP-compliant records. Sleep soundly knowing your books will pass any lender or IRS review.
Seamless Software Integration
We work in QBO, Xero, Gusto, PointClickCare, MatrixCare, and the tools you already use. No system migrations required.
Frequently Asked Questions
Why start with a paid Diagnostic instead of a free consultation?
A free call tells us about your business. A $2,500 Diagnostic tells you about your business, a real 13-week cash forecast, a benchmark against your facility type, and your top 5 margin leaks with dollar figures attached. If you sign an ongoing plan within 30 days, the full fee is credited toward your first month.
Do I need to be on QuickBooks or a specific software?
We work with QuickBooks Online, Xero, PointClickCare, MatrixCare, and several other platforms. If you’re already on a system, we’ll meet you there. If you’re not set up yet, we’ll recommend and configure the best fit for your business at no additional cost.
What happens if my business grows and I need more support?
Plans are designed to scale with you. Moving from Essentials to Growth or Board is straightforward, we’ll review your needs together and adjust your engagement mid-month if necessary. There’s no penalty for upgrading.
What does “no long-term contracts” mean in practice?
You’re billed month-to-month and can cancel with 30 days’ notice. We don’t lock you in because we believe the quality of our work should be what keeps you, not a contract clause.
How does AI fit into the work you deliver?
AI drafts the repeatable 70%, variance commentary, cash forecast rolls, KPI dashboards, from your financial exports. Your CFO sets the assumptions, calls out the risks, and signs off on every number before it reaches a lender, buyer or board. AI is how one CFO can give you senior-level attention without the senior-level price tag, not a replacement for judgment.
How is this different from my current accountant?
Most traditional accountants are reactive, they file your taxes once a year and call it done. QuickEdge operates year-round: proactive tax planning, monthly financial reporting, and AI CFO strategy that helps you make better decisions with your money throughout the year, not just in April.
Not Sure Which Plan Fits?
Book a free 30-minute strategy call. We’ll learn about your business, recommend the right plan, and answer any questions, no pressure, no sales pitch.
Book Your Free Strategy Call →Free call · No commitment · 30 minutes