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Fractional CFO Advisory

Turn reliable financial records into informed business decisions.

Higher-level financial analysis and decision support for established businesses that need planning and financial insight without a full-time finance executive.

Book a Free 15-Minute Assessment

Introductory conversation. Scope and pricing agreed before paid work.

What your agreed scope may include

  • Cash flow forecasting, budgeting, and financial planning
  • Budget-versus-actual and profitability analysis
  • Financial KPI development and management reporting
  • Scenario modeling and performance reviews
  • Financial process improvement
  • Growth planning and resource allocation support

Reliable underlying records are required. Materially incomplete or unreliable books may need a separate cleanup or bookkeeping engagement first. Final pricing depends on company size, data quality, complexity, meeting frequency, reporting, and scope. Advisory does not include legal or investment advice, tax opinions, or other regulated services outside qualifications.

Bookkeeping and management reports are not tax preparation, legal advice, financial statement audits, independent assurance, or attestation services.

Fractional CFO Advisory pricing

CFO Advisory Essentials

Starting at

$1,500/month

  • Limited agreed advisory scope
  • Scheduled financial reviews

Reliable underlying records are required. Materially incomplete or unreliable books may need a separate cleanup or bookkeeping engagement first. Final pricing depends on company size, data quality, complexity, meeting frequency, reporting, and scope. Advisory does not include legal or investment advice, tax opinions, or other regulated services outside qualifications.

Request a CFO Advisory Consultation

Growth CFO Advisory

Starting at

$2,500/month

  • More regular forecasting and management reporting
  • Agreed planning support and review cadence

Reliable underlying records are required. Materially incomplete or unreliable books may need a separate cleanup or bookkeeping engagement first. Final pricing depends on company size, data quality, complexity, meeting frequency, reporting, and scope. Advisory does not include legal or investment advice, tax opinions, or other regulated services outside qualifications.

Request a CFO Advisory Consultation

Strategic CFO Partnership

Starting at

$4,500/month

  • More complex financial planning
  • Expanded management support within the agreed scope

Reliable underlying records are required. Materially incomplete or unreliable books may need a separate cleanup or bookkeeping engagement first. Final pricing depends on company size, data quality, complexity, meeting frequency, reporting, and scope. Advisory does not include legal or investment advice, tax opinions, or other regulated services outside qualifications.

Request a CFO Advisory Consultation

Pricing shown is indicative starting pricing. Your final proposal will reflect your business's transaction volume, account structure, historical bookkeeping condition, reporting needs, and agreed service scope.

No unlimited transactions, payroll administration, tax preparation, payment execution, receivables collection, or multi-entity coverage is included automatically. Accounts, transaction limits, deliverables, and responsibilities are agreed before paid work begins.

Ready to Get Your Business Finances Organized?

Start with a short conversation about your books, reporting needs, and opportunities to improve your financial workflows.

Book Your Free 15-Minute Assessment

Introductory conversation. Scope and pricing agreed before paid work.