CFO Advisory Pricing
Recurring advisory, one-time sessions, and scoped flat-fee projects — each with a written deliverable.
✓ Final quote in writing ✓ No hidden fees ✓ All CTAs go to a free consultation
Advisory Packages
One-Time Strategy Session
- Pre-session review of your financials
- 90-minute session with a CFO-level advisor
- Deep-dive on your most pressing question
- Written summary and recommendations
- A clear, prioritized action plan
- “Quick wins” opportunities list
- 30 days of email follow-up
Monthly CFO Advisory
- Monthly 60-min strategy call
- Dashboard (15 metrics)
- Monthly financial insights
- Rolling 12-month cash flow forecast
- Budget vs. actual variance
- Scenario modeling (1/mo)
- Priority email + phone support
Dedicated CFO
Our most comprehensive engagement. A dedicated CFO takes ownership of your entire accounting and finance function — bookkeeping, tax, reporting, forecasting, and strategy — operating as the financial leader of your business. Built around your company and scoped by agreement.
Request a ConsultationFinal quote confirmed in writing before any work begins. No hidden fees.
Flat-Fee Strategic Projects
Scoped, flat-fee engagements with a written deliverable.
Profitability Analysis
revenue stream by revenue stream: where you make money and where you only think you do.
Pricing Strategy
find the margin you’re leaving on the table without losing the customers you want.
Business Valuation
what your business is worth today, and which levers move that number.
Cash Flow Optimization
map your cash cycle, plug the leaks, stop getting caught short.
Compensation Benchmarking
pay yourself and your team correctly: not too little, not too much.
System Implementation
financial tools set up right: software, integrations, and training.
Financial Due Diligence
buying a business? We read their books so you know what you’re really getting.
Exit Planning
a roadmap to maximize your payout when you’re ready to sell.
Final quote confirmed in writing before any work begins. No hidden fees.
Ready to get an exact quote?
Book a free consultation and we’ll confirm your pricing in writing — no obligation.