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.
What's included?
- Bookkeeping
- Payroll Management
- Sales Tax
- Financial Reporting
- Bill Pay
$2,499 USD
/month
3-month minimum relationship commitment required.*
What's included?
- Everything in "Essential"
- Cashflow Modeling
- KPI Tracking
- M&A Prep
- Strategic Planning
- Risk Management
- Budgeting & Analysis
$7,499 USD
/month
3-month minimum relationship commitment required.*
Enterprise
Companies that need executive-level oversight, high-stakes support, and scalable infrastructure.
What's included?
- Everything in "Strategic"
- M&A Advisory
- Long-Term Forecasting
- Equity Structuring
- Compliance Planning
$14,999 USD
/month
3-month minimum relationship commitment required.*
Not seeing a perfect fit?
We'll design a plan around your stack, team size, locations and compliance needs that meets your goals.
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 CFO offers 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.)