Monthly Financial Review
Deep-dive analysis of your financials with strategic commentary and recommendations.
Executive Service
Fractional CFO Services - C-Suite Thinking. Flexible Cost.
Strategic fractional CFO services and financial leadership for scaling businesses without the full-time executive salary.
Service Snapshot
FractionalNo full-time cost
MonthlyStrategy sessions
On-callWhen it matters
New Client Offer · CFO Advisory
Free 45-min CFO strategy session - your numbers reviewed, action plan delivered
Your numbers reviewed. Real opportunities identified. No pitch.
Share 3 months of financials. 45-minute session. Written action plan yours to keep. Commit within 7 days and the session is credited.
Book My Free CFO Session45 minutes, written action plan included
Advisory Services
What your fractional CFO does for you.
Growth Strategy Support
Expansion analysis, pricing models, and market-entry financial planning.
Fundraising Readiness
Financial model preparation, due diligence support, and investor presentation review.
Cash Flow Optimization
Working capital management, payment terms strategy, and liquidity planning.
Risk Assessment
Financial stress-testing, insurance adequacy review, and contingency planning.
Board & Stakeholder Reporting
Board-ready financial packages and investor updates prepared on your behalf.
Value Comparison
Full-time CFO vs. fractional support.
Strategic finance without waiting through an executive hiring cycle.
Outcome profile0-100 index
Progress curve91%
DiscoveryFoundationReportingStrategy
Your CFO Journey
How we work together from day one.
1
Week 1 - Financial Discovery
Full review of your financials, business model, and strategic priorities.
2
Month 1 - Foundation
Financial infrastructure assessment, quick wins, and 90-day priorities.
3
Ongoing - Strategy Sessions
Deep dives on performance, decisions, and opportunities.
4
On-Call - Critical Decisions
Major contracts, acquisitions, fundraising rounds, and crisis moments.
Fractional CFO vs. in-house hire
Decision areaAccountant For AllIn-House CFO
Strategic financial guidanceIncludedIncluded
Investor-ready reportingIncludedIncluded
Annual costFraction of full-timeFull executive salary
Available same weekYesWeeks to hire
No long-term commitmentYesNo
Cross-industry experienceBroadUsually narrow
Transparent Pricing
Simple, honest advisory rates.
U.S market average: $3,000 - $10,000 / moWe start from: $1,500 / mo
Essentials
$1,500/mo
Monthly financial review, management accounts, KPI dashboard, 1 strategy call per month, email advisory.
Growth CFO
$2,500/mo
Everything in Essentials plus cash flow forecasting, board pack, investor/bank reporting, 2 calls per month.
Full Fractional
$4,500/mo
Full CFO presence: fundraising support, M&A prep, team leadership, weekly calls, data room, capital strategy.
All CFO Advisory plans are minimum 3-month engagements. Project-based work such as data rooms or SBA packages is quoted separately.
Sample Work
Proof from related engagements.
Next Step
Ready for a real financial partner?
Book a strategic call and see exactly how a fractional CFO would change your business trajectory.
Starting point$1,500 / moNo setup fees. Cancel anytime.