CFO services that evolve with your growing business.

We offer full strategic finance support from experts who understand how to get you to the next level.

Monthly CFO Advisory

Budgeting & forecasting
Investor and board reporting
Web3 services
Starting at
$3500
BILLED PER MONTH
Get started now

Fundraising Strategy

Fundraising support
Cap table management
Web3 services
Starting at
$5000
PER ENGAGEMENT
Get started now

M&A Advisory

Preparation
Due diligence support
Starting at
$10,000
RETAINER
Get started now

Personal

Perfect for personal use
Notebook templates to organize every aspect
Closed Notebooks are available for 30 days
Reviews and review tracking
Starting at
$29USD
BILLED PER MONTH
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Business

Perfect for personal use
Notebook templates to organize every aspect
Closed Notebooks are available for 30 days
Reviews and review tracking
Starting at
$249USD
BILLED PER MONTH
Try it on browser

Enterprise

Perfect for personal use
Notebook templates to organize every aspect
Closed Notebooks are available for 30 days
Reviews and review tracking
Starting at
$599USD
BILLED PER MONTH
Try it on browser

Reliability and experience
where it matters most

“Convoy’s commitment to staying current with the ever-evolving blockchain landscape and providing us with the best possible solutions has been exceptional.”
Alex Altman
Co-founder and COO
Validation Capital Testimonial
“Convoy’s attention to detail and commitment to our success has allowed us to focus on growing our business instead of constantly worrying about our finances.”
Frank
Founder & CEO, Bitcoin4U
“The financial forecasts created by Convoy captured the growth potential of our startup in an elegant and effective way. Their team was instrumental in telling our story through a financial lens, which was key in convincing our investors.”
Ray Gill
Founder & CEO
“Convoy's attention to understanding our business model and commitment to accuracy has given us peace of mind knowing that our financials are in good hands. “
Ivan Ho
Founder & CEO

Your finance backbone

Tax planning & filing
Plan early for continuous savings from consistent R&D credits and easy audits and filings.
Get ahead on your taxes
Web3
Set up your finance system to meet evolving regulatory requirements across jurisdictions.
Get Web3 support
Monthly accounting
Run your business with a clear financial picture and put your bookkeeping, payroll, bills, and invoices on autopilot.
Get your books handled