Tier 1
Advisory CFO
From
$2,000/month
$1,000 integrationFor trusted senior judgment, on cadence.
Get StartedPricing
Choose
your level of support
Tier 2
Embedded CFO
From
$6,000/month
$2,000 integrationFor scaling teams needing finance leadership.
Get StartedTier 3
Partner CFO
From
$10,000/month
$3,000 integrationFor scale, exit, or capital events.
Get StartedEngagement model
Cadence
Monthly · 60 min
Monthly · 60 min
Continuous
Leadership forum participation
As scheduled
Reporting & analysis
Monthly financial statement review & bookkeeper oversight
Monthly financial package — budget vs. actual, variance, KPI reporting
Revenue growth & cost structure diagnostics
Basic cash flow projection
Operational depth
Company-wide annual budgeting
Budgeting by department service lines
Unit economics & margin analysis
Custom KPI architecture & industry benchmarking
13-week rolling cash flow forecasting & liquidity optimization
Quarterly reforecasting & plan recalibration
Pricing strategy & margin optimization
Strategic & advanced modeling
Advanced revenue & COGS forecasting
Scenario modeling & sensitivity and analysis
“What if” analysis for strategic CEO level questions
Long-range strategic plan (3–5 year horizon)
Incentive & compensation plan design
Event-driven
Capital raise advisory & execution support
M&A advisory & due diligence leadership