Fractional CFO Pricing

Investment for Forward-Thinking Businesses

Whether you need foundational support or executive-level financial leadership, we offer tailored packages designed to meet you where you are—and grow with you.

Essential

Businesses seeking reliable, full-service back-office support.

What's included?

  • Bookkeeping
  • Payroll Management
  • Sales Tax
  • Financial Reporting
  • Bill Pay

$2,499 USD

/month

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Strategic

Businesses ready to use financial insight as a strategic advantage.

What's included?

  • Everything in "Essential"
  • Cashflow Modeling
  • KPI Tracking
  • M&A Prep
  • Strategic Planning
  • Risk Management
  • Budgeting & Analysis

$4,999 USD

/month

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Enterprise

Companies that need executive-level oversight, high-stakes support, and scalableinfrastructure.

What's included?

  • Everything in "Strategic"
  • M&A Advisory
  • Long-Term Forecasting
  • Equity Structuring
  • Compliance Planning

$9,999 USD

/month

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Frequently asked questions

Still wondering if we’re the right fit? Here are answers to the most common questions we get from business leaders like you.

A fractional CFO provides strategic financial leadership on a part-time or project basis. They help with:

  • Financial planning & forecasting
  • Cash flow management
  • Fundraising (debt/equity)
  • Cost optimization
  • M&A support
  • Reporting & compliance
  • KPI dashboards & investor communication

  • A full-time CFO is typically more expensive and is fully embedded.
  • A CPA focuses on tax and compliance, whereas a fractional CFOoffers strategic, operational, and forward-looking financial advice.
  • A fractional CFO gives you CFO-level insights without the full-time cost.

Companies often bring in a fractional CFO when:

  • Revenue is growing rapidly or exceeding $1M+
  • You’re raising capital or facing investor demands
  • Cash flow is tight or unpredictable
  • You need strategic budgeting and forecasting
  • Financial reports don’t provide clarity for decisions

A fractional CFO helps by:

  • Preparing financial models and pitch decks
  • Aligning KPIs and metrics with investor expectations
  • Managing due diligence
  • Structuring term sheets and cap tables
  • Positioning your business for valuation growth

Cost varies based on:

  • Scope (monthly retainer vs. project-based)
  • Frequency (weekly hours or full days)
  • Location and complexity

💡Typical range: $2,000–$10,000/month, depending on needs.

Yes. Fractional CFOs often complement internal teams or external bookkeepers by:

  • Providing strategic oversight
  • Improving processes and systems
  • Acting as a bridge to management, board, or investors

Key ROI indicators include:

  • Improved cash flow and burn rate visibility
  • Better investor outcomes (e.g., faster funding, higher valuations)
  • Smarter capital allocation and cost control
  • Strategic clarity and faster decision-making

  • Scale-ups, family businesses, and PE/VC-backed companies
  • Industries with complex financials or regulatory environments (tech, manufacturing, SaaS, healthcare, D2C, etc.)