Gain the financial insight, strategic guidance, and executive-level support needed to improve profitability, strengthen cash flow, and make smarter business decisions.

Our Fractional CFO services provide ongoing financial leadership without the expense of hiring a full-time CFO.

MONTHLY ENGAGEMENTS

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Our services are structured around the complexity of your business, the level of financial oversight required, and the strategic support you need.

Essential CFO

$36,000 annually

Financial oversight and performance management

Designed for established businesses that need better financial reporting, cash flow visibility, and ongoing financial guidance.

Services included

• Monthly financial statement review and analysis
• Monthly financial performance dashboard
• Cash flow monitoring and forecasting
• Budget-to-actual analysis
• Key performance indicator (KPI) tracking
• Profitability analysis
• Monthly CFO strategy meeting
• Quarterly financial planning session
• Email and phone advisory support

Ideal for businesses generating approximately $2M–$10M in annual revenue.

Most Comprehensive

RECOMMENDED

$4,000/month

$48,000 annually

Strategic CFO advisory and financial planning

Designed for growing businesses that need an active financial partner to help manage performance, improve profitability, and plan for growth.

Everything in Essential, plus:

• Rolling 12-month cash flow forecast
• Annual operating budget development
• Revenue and expense forecasting
• Department and business segment profitability analysis
• Financial modeling and scenario analysis
• Working capital management
• Debt and capital structure analysis
• Monthly management meeting
• Quarterly strategic business review
• Growth and expansion financial analysis
• Priority advisory access

Ideal for businesses generating approximately $5M–$25M in annual revenue.

Executive CFO

$60,000 annually

Advanced financial leadership and executive advisory

Designed for established businesses with more complex operations, multiple departments, and significant growth or capital requirements.

Everything in Strategic, plus:

• More frequent cash flow and financial performance monitoring
• Advanced financial modeling
• Departmental and business unit performance reviews
• Acquisition and expansion analysis
• Capital investment evaluation
• Financing and banking strategy
• Executive leadership meeting participation
• Management financial accountability
• Enhanced forecasting and scenario planning
• Business valuation and exit-readiness financial planning
• Increased CFO availability and advisory support

Ideal for businesses generating approximately $15M–$50M in annual revenue.

Revenue ranges are guidelines, not rigid qualification requirements. Final pricing depends on business complexity, financial reporting needs, organizational structure, and scope of services.

Regardless of the service level, our objective is to help you make better financial decisions.

Financial clarity

Understand the financial condition and performance of your business.

Cash flow visibility

Anticipate financial needs and avoid unnecessary cash shortages.

Strategic guidance

Make informed decisions about growth, investments, and operations.

Profitability improvement

Identify opportunities to improve margins and operating performance.

Our Fractional CFO engagements are designed around strategic financial management.

We work alongside your existing bookkeeper, controller, accounting staff, and management team.

Our focus is on:

• Interpreting financial information.
• Identifying trends and financial risks.
• Developing financial forecasts.
• Evaluating business performance.
• Providing strategic recommendations.
• Helping ownership make informed decisions.

We don't want to simply tell you what happened last month. We want to help you determine what should happen next month, next quarter, and next year.

Some business decisions require specialized financial analysis beyond the ongoing monthly CFO engagement.

These projects can be scoped and priced separately.

Advisory project

Starting fee

Business financial assessment

$3,500

Comprehensive profitability analysis

$3,500

Financial modeling and forecasting

$2,500

Business expansion feasibility analysis

$3,500

Acquisition financial analysis

$5,000

Business valuation and exit planning analysis

$5,000

Project pricing depends on complexity and scope. These services are not automatically included in monthly retainers.

Do I need to have an existing bookkeeper or accounting department?

Yes, we generally expect clients to have an existing bookkeeping or accounting function. Our role is to provide higher-level financial oversight and strategic guidance, not routine transaction processing.

Are the services performed monthly?

Yes. All engagements are structured as ongoing monthly relationships. Financial reviews, reporting, and advisory meetings are scheduled according to the selected service level.

How long is the engagement?

We recommend an initial 12-month relationship to establish financial reporting, develop forecasts, monitor performance, and implement strategic improvements. Engagement terms are established in the service agreement.

Can I upgrade my service package?

Yes. As your business grows or your financial needs become more complex, your engagement can be adjusted.

Do you prepare tax returns?

Tax preparation and tax planning can be offered through separate CPA engagements. Fractional CFO services focus primarily on financial management, analysis, and strategic business advisory.