Fractional CFO Services
We offer flexible options, which you can adapt to the different needs of each project.
CFO Elite
(“Transformation”)
$12,000
Monthly starting at
Everything in Growth
Hands-on deal support (negotiations, data room management, investor relations)
SEC-level reporting prep (10-K, 10-Q, S-1 assistance)
Full forensic reviews and litigation support if needed
Interim leadership in finance (acting CFO for boards/investors)
Unlimited leadership calls; priority availability
CFO Strategic
(“Growth”)
$7,500
Monthly starting at
Strategic cash flow planning (13-week model)
M&A readiness: Due diligence prep, acquisition integration, or sale prep
Bank/Investor presentations
Forensic analysis: Identifying non-operational or fraudulent expenses
4 meetings/month (weekly cadence with leadership)
Access to curated financial dashboard
Controller Plus
(“Insight”)
$2,500
Monthly starting at
Everything in Foundation
Custom management reports and KPIs (margin, breakeven, labor cost %)
Budget vs. Actual and rolling forecasts
Vendor contract reviews, expense control recommendations
2 calls per month (one ops review, one finance strategy)
Optional add-on: Departmental/Product-line P&Ls
Controller Lite
(“Foundation”)
$1,500
Monthly starting at
Oversight of bookkeeping
Monthly close and reconciliation
Standard financials
Payroll and compliance calendar reminders