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Membership & Pricing

One Membership. Full Clarity.

Clean books, custom monthly intelligence, cash flow projections, and written recommendations. Plus access to our vendor network, preferred recruiting rates, and priority consulting waitlist.

The Fulcrum Membership

$1,500 /mo

With Fulcrum Bookkeeping · 3-month minimum · Then month-to-month

B

Bookkeeping

  • Transaction categorization & reconciliation
  • Bank & credit card reconciliation
  • Month-end journal entries
  • P&L, Balance Sheet, Cash Flow statements
  • Books closed by business day 5
FI

Intelligence

  • Custom 6-page monthly report
  • Financial and operational metrics tailored to your business
  • 13-week rolling cash flow projection
  • Budget vs. actuals variance analysis
  • Written recommendations with next steps
+

Benefits

  • Vendor network access (no markups)
  • Preferred global recruiting rates
  • Priority consulting waitlist
  • Report delivered by business day 10
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Already have a bookkeeper you trust? Same membership at $1,200/mo. We recommend our in-house bookkeeping because we close books by business day 5, which means your report uses the freshest data possible.

What This Would Cost Separately

Sourcing these services individually would cost $3,400+/mo — before you factor in the recruiting savings.

Bookkeeping & Intelligence

Monthly Bookkeeping $500/mo
FP&A / Intelligence Report $1,000/mo
13-Week Cash Flow Projections $500/mo
Budget vs. Actuals Variance Analysis $400/mo
Written Recommendations & Action Plan $500/mo

Member Benefits

Vendor Network Access Pre-negotiated rates, no markups
$500/mo
Preferred Global Recruiting Rates 10% vs. the industry's 35%
see below
Priority Strategic Consulting Waitlist Included

Recruiting Savings Example

Most recruiting agencies charge up to 35% of annual salary per placement. Members pay just 10%.

Industry rate on a $40K hire

$14,000

Your member rate on the same hire

$4,000

That's $10,000 saved on a single hire. Two hires a year and the recruiting savings alone can exceed the entire annual membership cost.

Comparable monthly cost if sourced separately $3,400+/mo
Fulcrum Membership: Everything Included $1,500/mo

Member Recruiting Rates

Members get preferred pricing on all recruiting services.

Headhunting

One-time placement fee

Standard: 20%

Member: 10%

Employer of Record

Monthly markup on salary

Standard: 25%

Member: 15%

Popular

Premium Managed

Full support + compliance

Standard: 35%

Member: 25%

Also Available

Strategic Consulting

Waitlist

Hands-on strategic partnership. We build the 90-day Strategic Blueprint with clear milestones, help manage execution, and meet weekly to keep things on track. All consulting clients are also FI members.

$3,500 to $7,500/mo

Learn more Join waitlist

Vendor Network

Included

Pre-vetted CPAs, attorneys, marketing agencies, developers, CRM specialists, and workflow automation experts. Pre-negotiated member pricing across all vendor categories.

View the network

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