Monthly Financial Review
Deep-dive analysis of your financials with strategic commentary and recommendations.
Fractional and outsourced CFO services — strategic financial leadership for growing businesses without a full-time hire. Book a free consultation.
Your numbers reviewed. Real opportunities identified. No pitch.
Deep-dive analysis of your financials with strategic commentary and recommendations.
Expansion analysis, pricing models, and market-entry financial planning.
Financial model preparation, due diligence support, and investor presentation review.
Working capital management, payment terms strategy, and liquidity planning.
Financial stress-testing, insurance adequacy review, and contingency planning.
Board-ready financial packages and investor updates prepared on your behalf.
Strategic finance without waiting through an executive hiring cycle.
Full review of your financials, business model, and strategic priorities.
Financial infrastructure assessment, quick wins, and 90-day priorities.
Deep dives on performance, decisions, and opportunities.
Major contracts, acquisitions, fundraising rounds, and crisis moments.
Monthly financial review, management accounts, KPI dashboard, 1 strategy call per month, email advisory.
Everything in Essentials plus cash flow forecasting, board pack, investor/bank reporting, 2 calls per month.
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.
What a fractional CFO does, when you need one, and what it costs.
A fractional CFO gives your business senior financial leadership on a part-time basis, typically covering cash flow management, financial forecasting and budgeting, KPI and margin analysis, pricing decisions, loan preparation, and board or investor-ready reporting. The difference from a bookkeeper or accountant is that they do not just record what happened, they help you decide what to do next. You get CFO-level thinking without the CFO-level salary.
Common signals: you are profitable on paper but constantly tight on cash, you are making pricing or hiring decisions on gut feel, you are preparing to raise money or take on debt, revenue has grown past the point where you can hold the numbers in your head (often around $500K to $1M and up), or your lender or investors are asking for reports you cannot easily produce. If two or more of those apply, a conversation is probably worth having.
Fractional CFO services in the US typically run $3,000 to $12,000 per month depending on scope, while a full-time CFO generally costs $250,000 to $500,000 and up per year once salary, bonus, benefits, and equity are included, based on current market data. Our fractional CFO advisory is designed for small and mid-sized businesses that need CFO-level guidance at a small-business price point, typically a fraction of even standard fractional rates.
Our fractional CFO plans include a minimum of 60 hours of dedicated advisory time per month, covering scheduled strategy calls, financial review sessions, and analysis work between meetings. Plans scale up or down based on what your business needs. A company preparing for a fundraise needs more hours than one wanting a monthly financial review, and unused capacity questions are handled honestly at the quote stage rather than buried in fine print.
Book a strategic call and see exactly how a fractional CFO would change your business trajectory.