Financial Advisory
Fractional CFO / Advisory Retainer
CFO-level financial advisory each month: cash flow, budgeting, reporting and decision support, without a full-time hire.
$2,000–$3,500/moMonthly retainer, scoped to your needs
Apply nowWhat's included
- Monthly financial review and owner briefing
- 13-week cash flow forecast upkeep
- Budget and forecast support
- KPI dashboard review
- Pricing, margin and spending decision support
- Lender and investor preparation support
How it works
- Apply and complete the intake
- Scoping call to set your tier within the range
- Onboarding and baseline review
- Monthly advisory rhythm
Who this is for
- Businesses outgrowing bookkeeping-only support
- Owners who want clearer numbers for decisions
- Companies preparing to borrow or raise
Who this is not for
- Anyone needing tax preparation or audits
- Businesses without up-to-date books
- Anyone wanting a one-off review only
Delivered with our fulfillment partner
Delivered with a vetted specialist partner.
Frequently asked questions
What is included in the scope?
An ongoing financial advisory retainer covering the items listed above. This is advisory, not accounting, tax or audit work.
How long does it take?
Ongoing month to month after onboarding.
How does payment work?
Billed monthly through our secure Stripe checkout. The payment button starts the $2,000/mo tier; higher tiers are confirmed during scoping.
What is your refund policy?
Refunds follow our Refund & Returns Policy. If you have a question about your engagement, contact us before work begins.
How do I get started?
Send the application below. We review it, confirm fit and scope, then you can secure your spot with the payment button.