Fractional CFO Retainer
Part-time CFO leadership every month — forecasting, reporting, cash oversight and a finance partner for big decisions.
CFO-level thinking without a full-time CFO salary.
Built for owners who…
Businesses that have outgrown bookkeeping-only support
Owners who make financial decisions alone and want a finance partner
Companies preparing for growth, financing or a new location
Teams that need regular, reliable management reporting
What we do together
- Monthly management reporting pack with commentary
- Rolling cash flow forecast updated each month
- Monthly finance review meeting with the owner or leadership team
- Budget versus actual tracking and variance explanations
- Ad-hoc support on pricing, hiring and investment decisions
- Coordination with your bookkeeper and tax accountant
What you receive
- Monthly management report and KPI summary
- Rolling 13-week and 12-month cash forecasts
- Monthly meeting notes and action log
- Annual budget support at year-end
How it works
Apply
Complete the short application about your business and current finance setup.
Fit call
We agree the monthly scope and the reporting calendar.
Onboard
In the first month we connect to your systems and set the baseline.
Monthly rhythm
Reporting, forecast updates and a review meeting every month.
Common questions
Is there a minimum term?
The retainer is billed monthly with no long-term contract. We recommend at least three months to establish the reporting rhythm.
Does the retainer include bookkeeping?
No. We work from your books. If they need help, see Monthly Bookkeeping or Catch-Up Bookkeeping.
How much time is included?
The retainer covers the monthly reporting cycle, one review meeting and reasonable ad-hoc questions. Larger projects are scoped separately.
How is billing handled?
After the fit call you will receive a secure Stripe subscription link at $1,500 per month.
How do I pay?
Payments are processed securely by Stripe. This is a monthly subscription billed automatically each month.
What is your refund policy?
Please read our Refund & Returns Policy before purchasing.
Apply for Fractional CFO Retainer
Tell us a little about your business. We review every application and reply by email. If it is a fit, you will receive a secure Stripe link for $1,500 per month.
Fractional CFO Retainer — $1,500/mo
CFO-level thinking without a full-time CFO salary.
KFMB Consulting provides financial advisory, management and bookkeeping support. We are not a CPA firm, we do not perform audits or issue audit opinions, and nothing on this page is tax, legal or investment advice. Outcomes depend on your business and the decisions you make.