Services

Fractional CFO retainers built for growing companies

I help you know your numbers so you can get back to the work that actually grows the business.

We deliver strategic financial leadership on a retainer — not bookkeeping, and not an interim full-time seat. Engagements are scoped with monthly hour caps so you know exactly what you’re buying. Most clients land in Clarity or Growth; Board-Ready is for teams with a regular board or investor cadence.

Engagements typically start at $5,000/month.

Clarity

Cash & monthly rhythm

~8 hours / month · $5,000–$5,500/month

For founders who need a trusted finance partner on cash, runway, and a clean monthly rhythm.

Includes:

  • Monthly cash-flow/runway snapshot
  • Budget vs actual (high level)
  • Light KPI dashboard
  • Written month-end commentary
  • 1–2 scheduled calls/month + batched async within hours cap

Board-Ready

Reporting for owners & boards

~16–20 hours / month · $8,000–$10,000+/month

For PE-aware or board-facing companies that need a repeatable board pack — still fractional, not full-time.

Includes everything in Growth, plus:

  • Monthly board/investor pack
  • Pre-board dry-run with founder/CEO
  • Reporting calendar
  • Limited stakeholder calls within hours cap

Not included: Bookkeeping, AP/AR, payroll processing, tax prep/filing, unlimited chat, on-site interim cover, or always-on full-time CFO work. If that’s what you need, we’ll say so — and help point to the right next step.

Not a fit if: you need full-time/interim cover, pure bookkeeping, or unlimited ad-hoc support.

Questions about pricing, hours, or how we work? Read the FAQ.