Pricing
Honest help, honest pricing.
There are two ways to work with Veyra: an ongoing plan, where your advisor looks after things all year, or one service at a time when you need a single thing handled. Either way, you'll know the price before we start.
Ongoing plans
One advisor, all year long.
Our Personal plan cares for your money the way a well-run business cares for its books. Our CFO plan gives your business a real finance department — without hiring one.
Veyra Personal
For people who want someone looking after the whole picture, not just one piece.
$300/month
$3,600 a year
- We start with a full snapshot of your money: cash flow, debt, insurance, and your tax picture.
- You get a written action plan, and we sit down together every quarter to keep it on track.
- Your yearly tax prep is included — filed by the same team that already knows your numbers.
- We review your insurance so you're covered right, and not paying for what you don't need.
- Questions between reviews? Email or message us anytime — we answer within two business days.
Veyra CFO
A fractional CFO: the finance team your business isn't ready to hire, with numbers you can actually run the company on.
$1,500/month
$18,000 a year
- Every month: your books reviewed and closed, plus a clear report — profit and loss, cash flow, and the numbers that matter.
- A rolling 13-week cash forecast, so you always know what's coming.
- A monthly strategy call to look ahead, not just backward.
- Quarterly tax planning, so April is a checkpoint instead of a surprise.
- Financials kept banker-ready — a head start whenever you decide to pursue funding.
The CFO plan starts from current books. If yours have fallen behind, we bring them up to date first with our bookkeeping service.
See bookkeepingPlans are month to month — and completely optional. Every Veyra service also stands on its own. See standalone services
Standalone services
Or come in for just one thing.
Not everyone needs an ongoing plan, and we'll never push one. Every service below stands on its own, with a clear price quoted up front.
Whatever you come in for, you'll have your price in plain terms before any work begins.
Questions about pricing
No. Plans are for people who want Veyra in their corner all year, but every service is available on its own. Plenty of clients start with one thing — their taxes, a policy review, their books — and decide later whether a plan makes sense.
Plans are billed monthly, month to month — no long-term contract. Standalone services are quoted as a flat price up front, so there's never a surprise on the bill.
A quick rule of thumb: if it's your household, Veyra Personal. If it's your business, Veyra CFO. If you're both — a lot of owners are — we'll talk it through and point you to the right starting place.
Yes. We just bring your books current first with our bookkeeping service, so the CFO work starts on solid ground.
No. Veyra doesn't manage investments or tell you what to buy. Your plan is education, organization, and guidance: your budget, your habits, your coverage, and your taxes prepared by our team. When something calls for a different kind of professional, we'll say so plainly.
Prices shown are standard rates and may change. Complex situations are quoted individually before any work begins. Financial coaching is education, not investment, tax, or legal advice. Insurance products are subject to eligibility and underwriting. We do not guarantee specific outcomes.
Not sure where you fit?
That's what the first conversation is for. Tell us what's going on, and we'll point you to the smallest step that actually helps — plan or no plan.
No cost to talk. No pressure, ever.