Choose the Plan That Fits Your Growth

Whether you’re starting small or scaling big, OptEva 360 has a plan designed to save you time, boost efficiency, and grow your business.

PRICING

Early Access Bonus: Save up to $6,500 — limited spots available. Book your strategy session to unlock your discount.

(Most Popular)

Clarity Light

For businesses that need clean books and financial clarity.

$1,500–$2,500 / month

💸 Early Access: $750–$1,250

  • Accurate, up-to-date bookkeeping

  • Monthly financial reports & reconciliations

  • Smart automation to reduce errors

  • Missed Calls SMS AI Agent for incoming calls

  • Monthly check-in with our CFO

No contracts - cancel anytime

Growth

For growing teams that want better financial insight and planning.

$4,000–$6,000 / month
💸
Early Access: $2,000–$3,000

  • Budgeting and Forcasting

  • KPI dashboards and reporting

  • Cash flow strategy & planning

  • AI alerts to avoid financial surprises

  • Branded client portal dashboard

No contracts - cancel anytime

Freedom Suite

For founders who want full support, automation, and strategic growth.

$10,000–$13,000 / month
💸 Early Access: $5,000–$6,500

Everything in Clarity Core + Growth Guide

  • Fractional CFO & COO leadership

  • Growth strategy sessions

  • AI Automated systems

  • Fully integrated operations that scale with you

No contracts - cancel anytime

PRICING

Choose Your Plan

Starter

(Foundation Package)

$497/mo

  • White-label CRM & pipeline management

  • Smart contact capture (web forms, SMS, social DMs)

  • Appointment scheduling (syncs with Google/Outlook calendars)

  • Missed-call text back (never lose a lead again)

  • 1 pre-built funnel/landing page template

No contracts - cancel anytime

(Most Popular)

Growth

(Automation Package)

$997/mo

Everything in Starter, plus:

  • Automated review requests & reputation dashboard

  • AI-driven email & SMS campaigns (lead nurture sequences)

  • 2–3 pre-built funnel/landing page templates (industry-specific)

  • Social media scheduler with AI captions/templates

  • Branded client portal dashboard

No contracts - cancel anytime

Elite

(Authority Package)

$2500 One-Time & $2000/mo

Everything in Growth, plus:

  • Membership & online course platform (white-label)

  • AI secretary support for scheduling, follow-ups, reminders

  • Full multi-channel automation (web, SMS, email, FB/IG DMs, WhatsApp)

  • Quarterly strategy & system optimization calls

  • Priority support + done-for-you content setup

No contracts - cancel anytime

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