Three engagement levels. Sized to your stage.
We structure most CFO Advisory engagements into three packages — Foundation, Growth, and Scale — so operators know what they're getting and what's possible as their needs evolve. Custom engagements available beyond these tiers.
Foundation
The operational foundation every modern firm needs. Clean accounting, monthly close, and the basic financial visibility that makes informed decisions possible.
- Full-charge bookkeeping
- Monthly close (15-day cadence)
- Standard financial statements
- Tax preparation & filing
- Annual tax planning
- Cloud accounting stack setup
- Quarterly review meetings
Growth
Everything in Foundation, plus the strategic financial leadership that makes growth manageable. Forward-looking tax strategy, cash flow modeling, and board-ready reporting.
- Everything in Foundation
- Fractional CFO leadership
- 13-week cash flow modeling
- Forward-looking tax strategy
- Monthly executive reporting
- KPI dashboards & analytics
- Capital strategy advisory
- Board reporting (quarterly)
- Internal audit preparation
Scale
Everything in Growth, plus the depth needed at scale — AI governance, technology debt, M&A diligence, multi-entity reporting, and the firm-grade work that institutional capital expects.
- Everything in Growth
- AI Governance framework
- Technology debt advisory
- Multi-entity consolidation
- M&A financial diligence
- Fundraising support
- Audit-ready financials
- Custom financial systems
- Full CFO Advisory engagement
- Dedicated partner relationship
Pricing is a conversation, not a calculator.
We don't publish package pricing because every engagement is shaped by what you actually need — your industry, your complexity, your stage. The fastest way to a real number is a 30-minute scoping call where we map your situation to one of these packages and quote accordingly.
What we will tell you up front: we're not the cheapest firm in your search results. We're not trying to be. We're the firm operators choose when the work has to hold up.
30-Minute Scoping Call
A focused conversation about your business, your stage, and what success would look like. We'll identify the right package and quote within 48 hours of the call.
Book Scoping CallWhat operators usually ask before signing.
Can I move between packages as my business grows?
Yes — and most operators do. Most clients start at Foundation and move to Growth within 12-18 months. Some move to Scale after a major capital event or when complexity demands it. Package changes are reviewed quarterly so the engagement always matches your actual needs.
What if I need something outside these packages?
Custom engagements are available beyond these tiers — particularly for VC and PE work, complex AI governance and technology debt projects, or one-time strategic projects. The packages cover the most common needs; outside that, we scope and quote bespoke.
Are these monthly retainers or project-based?
Packages are typically monthly retainers with quarterly reviews. Project-based work — like fundraising prep, M&A diligence, or AI governance frameworks — is scoped and billed separately. Most clients have a retainer with project work layered in as needed.
How quickly can we start?
Typically two weeks from agreement to engagement start. The first two weeks are dedicated to data migration, system access, and baseline diagnostic — so by week three the engagement is fully operational. Faster starts are possible for urgent situations.
What about minimum engagement commitment?
Standard engagements are 12-month commitments with quarterly review checkpoints. This timeline reflects what it actually takes to deliver meaningful financial transformation — but month-to-month options exist for the right circumstances.
Pick a starting point. Grow into the rest.
Book a 30-minute scoping call. We'll talk through your business, identify the right package for where you are today, and map the path to where you're going. Quote within 48 hours.