Predictable pricing for executive-level financial leadership
Scoped to your business, not a published rate card. No setup fees, no hourly billing, no surprise invoices for asking a question — and no long-term lock-in.
Every engagement is quoted individually. Your investment depends on revenue, transaction volume, entity structure and how much of the work we take over. Most clients invest less than the cost of a part-time hire.
Growth CFO
$1M – $3M revenue
For owners who need real cash visibility and a close they can trust every month.
Quoted per business
Scoped to your revenue, entity structure and how much you hand over.
Best if
- You've outgrown bookkeeping-only support
- Cash timing is your biggest stressor
- You want one strategic check-in a quarter
- Full monthly bookkeeping close
- 13-week rolling cash flow forecast
- Monthly KPI & performance dashboard
- Quarterly strategic tax planning session
- Direct CFO email & Slack access
- Annual budget & goal setting
What's included
Strategic CFO
$3M – $8M revenue
Our most requested tier — active margin expansion with a CFO in your leadership conversations.
Quoted per business
Scoped to your revenue, entity structure and how much you hand over.
Best if
- You have multiple crews, sites or service lines
- You suspect some work isn't profitable
- You're planning growth, financing or an acquisition
- Everything in Growth CFO
- Bi-weekly executive CFO meetings
- Job costing & profitability analysis
- Bank financing & capital preparation
- Year-round tax mitigation strategy
- Vendor & overhead optimization audit
- Pricing strategy & margin modeling
What's included
Enterprise Advisory
$8M+ revenue
Board-level reporting, multi-entity structure and capital strategy for high-scale operations.
Quoted per business
Scoped to your revenue, entity structure and how much you hand over.
Best if
- You report to a board or investor group
- You operate multiple entities
- You're preparing for a major capital event
- Everything in Strategic CFO
- Weekly board & leadership call
- Multi-entity accounting & consolidation
- Debt & equity structuring advisory
- M&A strategy & exit due diligence prep
- Dedicated lead CFO & controller team
- Lender & investor presentation support
What's included
All tiers include your dedicated lead CFO, unlimited email access, and access to your reporting dashboard. Add-ons like cleanup work, audit support or M&A advisory are quoted separately.
Compare every tier
The full breakdown of what changes as you move up.
Growth CFO
- Monthly bookkeeping close
- Bank & card reconciliations
- 13-week rolling cash forecast
- Quarterly CFO meeting
- Quarterly tax planning
- Direct CFO email & Slack
- —Job costing
- —Bank financing prep
- —M&A & exit prep
Strategic CFO
Popular- Everything in Growth CFO
- Job & project costing
- Bi-weekly CFO meetings
- Year-round tax mitigation
- Pricing & margin strategy
- Bank financing preparation
- —Multi-entity consolidation
- —M&A & exit prep
Enterprise Advisory
- Everything in Strategic CFO
- Weekly board & leadership call
- Multi-entity consolidation
- Debt & equity structuring
- M&A & exit preparation
- Dedicated controller team
Pick the tier by the decision in front of you
The right level of support is the one that matches your next twelve months — not your revenue line by itself. Here's the honest shortcut.
“I need cash to stop being a monthly mystery.”
You get the 13-week forecast and a real close — the two things that end the guessing.
“I think some of my work isn't profitable, but I can't prove it.”
Job-level costing shows you exactly which crews, clients or products are losing money.
“I'm going to the bank for a line of credit this year.”
Lender-ready reporting, a defensible forecast, and a CFO on the call builds real confidence.
“We're preparing for an acquisition, sale or investor round.”
Due diligence preparation, consolidation and M&A support are what that process actually requires.
“I just want someone to tell me what my numbers mean.”
Start here. Most clients move up a tier within two quarters once they see what's possible.
Not sure? Book the free call. We'll recommend a tier in the first conversation — and if the honest answer is that you don't need one yet, we'll tell you that instead of selling you a retainer.
Included in every single tier
Your own lead CFO
The same senior person every month — not a rotating pool of junior staff.
No hourly billing
Ask as many questions as you need. Your retainer doesn't move when you call.
Month-to-month
Month-to-month, cancel or pause with 30 days' notice. No long commitments.
Your data stays yours
We work inside your accounting system. You keep full ownership and access.
Common questions about pricing
Is there a setup or onboarding fee?
No. Onboarding, the financial diagnostic and building your forecast model are all included in your first month's retainer.
What happens if I need more support one month?
Tell us. Additional project work — cleanup, audit support, M&A advisory — is scoped and quoted separately so your monthly retainer stays predictable.
Am I locked into a contract?
No. Engagements run month-to-month with 30 days' notice. We don't ask for long commitments because we'd rather keep your business by being useful than by holding you to a contract.
Do you replace my bookkeeper or CPA?
No. Most clients keep both. We work alongside your existing team — making their work cleaner and your decisions better. If you'd like, we can also take over bookkeeping entirely.
Can I change tiers later?
Yes, in either direction, at any time. Most clients start at Growth and move up within two quarters as they see what the reporting surfaces. Some move down once their systems are running well.
How is this different from hiring a full-time CFO?
A full-time CFO costs $250k+ in salary and benefits, and a business your size rarely has forty hours of CFO work each week. Fractional gives you the same executive judgment for the hours you actually need it.
Book the call before you pick a tier
Thirty minutes, no obligation. We'll look at where your business is and recommend the right level of support — including "none yet" if that's the truth.
Free · 30 minutes · No obligation and no pitch deck