Transparent Pricing. Flexible Engagements.
Every mid-market company has different needs. We offer two engagement models — a focused one-time project or an ongoing monthly retainer — so you get exactly the level of support your business requires.
One-Time Engagement
Defined scope. Clear deliverables. No ongoing commitment.
Ideal for companies that need focused financial expertise for a specific project, audit, or assessment. We scope the engagement, agree on deliverables, and execute with precision.
A comprehensive review of your financial health, controls, and reporting — with a clear action plan.
- Financial statement review
- Cash flow analysis
- Internal controls assessment
- Written findings & recommendations
- 30-day follow-up call
A full independent audit of your annual financial statements, suitable for lenders, investors, and regulatory requirements.
- GAAP-compliant financial statement audit
- Independent auditor's report
- Management letter with findings
- Internal control recommendations
- Coordination with legal & tax advisors
- 30-day post-audit support
Scoped CFO advisory for a specific initiative — capital raise, M&A due diligence, financial restructuring, or board preparation.
- Dedicated CFO advisor
- Custom financial modeling
- Board & investor presentation support
- M&A or transaction advisory
- Defined milestone deliverables
- Post-project transition support
Monthly Retainer
Ongoing financial leadership. Predictable monthly investment.
Your dedicated financial team — CFO advisor, accounting support, and audit coordination — available every month. Built for companies that need consistent financial leadership without the cost of a full-time hire.
Core monthly accounting and reporting for growing companies that need reliable, GAAP-compliant financials.
- Monthly close & financial statements
- Accounts payable & receivable
- Bank reconciliations
- Monthly management report
- Dedicated accounting contact
- Quarterly review call
Full accounting plus fractional CFO leadership — strategy, reporting, and stakeholder communication handled end-to-end.
- Everything in Accounting Essentials
- Dedicated fractional CFO advisor
- Monthly board & investor reporting
- Cash flow forecasting & planning
- KPI dashboard & variance analysis
- Unlimited advisory consultations
- Annual audit coordination
A fully embedded financial leadership team for complex, multi-entity, or high-growth organizations.
- Everything in CFO Advisory
- Multi-entity consolidations
- Full audit management
- Risk & compliance oversight
- Finance team development
- Executive & board participation
- Priority response SLA
One-Time vs. Monthly — Which Is Right for You?
| Feature | One-Time | Monthly |
|---|---|---|
| Dedicated team | ||
| Ongoing financial reporting | ||
| Fractional CFO access | ||
| Monthly close & accounting | ||
| Audit services | ||
| Board & investor reporting | ||
| Unlimited consultations | ||
| Defined project scope | ||
| Flexible start date |
Frequently Asked Questions
Ready to Get Started?
Schedule a complimentary consultation and we'll recommend the right engagement for your business.