Published, fixed, and boring on purpose.
Most firms in this market make you book a call to learn a number. Here are ours. Retainers are month to month with thirty days notice. Projects are fixed fee with a defined scope. We do not bill hourly except for overflow work you ask for.
Fractional CFO retainers
Foundation
Full-stack startup finance for companies that need investor-ready basics without a hire.
- Accounting oversight with bookkeeping run inside the QA-gated pipeline
- Monthly close and reporting pack
- Cash runway and burn tracking
- Investor and board basics
Operate
Everything in Foundation, plus an owned close and the reporting a board actually reads.
- Owned close with a business-day-5 SLA
- 13-week cash forecast
- Budget and budget-vs-actual
- Board package, ARR and KPI marts
Strategic
Everything in Operate, plus the full CFO motion.
- Rolling forecast and scenario modeling
- Fundraise and diligence support
- Pricing and compensation design
- Board and investor work
Projects alongside a retainer: Fundraise-Ready package $15K to $35K · M&A and diligence prep $15K to $50K · Financial model build $10K to $35K.
AI Finance Platform
| Offer | What you get | Price |
|---|---|---|
| Finance AI Assessment | Two to three weeks. Map the finance stack, quantify automation and agent opportunities, identify governance gaps, deliver a roadmap with ROI. | $8K to $15K fixed |
| Governed Finance Platform | Six to ten weeks. Governed warehouse, ARR and KPI semantic layer, automated reporting, AI access with guardrails. Clean-room build from a proven template. | $25K to $75K fixed |
| Agent workflow builds | Close prep, reporting assembly, collections drafts, flux commentary. Each one scoped and tested against the governed model. | $15K to $50K each, plus $1.5K to $3K/mo maintenance |
| AI-Native CFO bundle | The flagship. Strategic tier plus the platform plus agents, run as one engagement. | $12K to $20K / month |
| Workshops | Half-day sessions for finance teams and partner firms on AI-native finance operations. | $5K to $10K |
Revenue Systems
Quote-to-cash integrity, CRM and CPQ architecture, and GTM data that reconciles to the general ledger. Offered to companies where a CFO relationship is the plausible next step.
| Offer | What you get | Price |
|---|---|---|
| Quote-to-Cash Audit | Approval leakage, pricing integrity, SKU and discount hygiene, automation risk. Findings quantified in dollars. | $15K to $25K fixed |
| ARR Data Quality Rebuild | CRM to billing to GL entity resolution, bookings classification policy, churn and renewal tracking that ties. | $15K to $40K fixed |
| BI Stack Build | ELT, modeled marts, dashboards, and tie-out tests so the dashboard and the ledger never disagree. | $25K to $60K fixed |
| RevOps retainer | Ongoing ownership of quote-to-cash systems and GTM data for existing clients. | $3K to $6K / month |
Fine print, in plain language
Why ranges instead of one number?
Scope varies with entity count, transaction volume, and how clean the books are on day one. You will get a single fixed number after a 30-minute call, and it will land inside the range shown.
What is not included?
Tax return preparation, audits, reviews, and any attest work. We refer those to partner CPA firms and coordinate with them. Payroll processing and transaction-level bookkeeping run through vetted partners inside our quality pipeline and are priced into the retainer.
How does termination work?
Retainers are month to month with thirty days written notice. Fixed-fee projects survive termination until delivered unless cancelled individually. Deliverables, models, and the platform repo transfer to you on payment.
Do you discount?
Founding projects, yes, in exchange for a case study and introductions. Retainer rates, no.
Do you carry insurance?
Professional liability coverage is bound before the first engagement and liability is capped at fees paid, per the master services agreement.