Fractional CFO Pricing
The Price Before the Sales Call
We run lean with one principal and no layers of staff, so you pay for expertise, not overhead. All engagements are principal-led.
Colorado CFO advisory rates run as high as $350+/hr for senior talent. Most fractional CFOs won't quote a price without a sales call. Here's ours:
Start Here
Financial Health Check
Starting at
$995
One-time.
Credited toward your first month.
Delivered in 10 business days.
Includes
30-minute intake call
Review of last 12 months financials
Cash flow analysis — where cash is tied up, and how long it takes to convert and appear in your bank account
Capital structure assessment and review of existing debt
Reporting assessment: what you have, what’s missing, what is unreliable, what is working well
Written roadmap, in plain-English: three-to-five high impact fixes to get your business back on track
60-minute walkthrough call
Monthly Fractional CFO Support
Tier 1
Foundation
Starting at
$2,000 / month
For growing businesses who are flying without instruments. For owners who need visibility, and a steady financial hand.
Includes
Rolling 13-week cash forecast updated monthly
Monthly cash flow review — what happened, what it means, what to watch
Performance dashboard with key metrics that drive your business
Ad hoc questions as things arise
One 60-minute strategy call / month
Email support and replies within one business day
Tier 2
Partner
Starting at
$3,500 / month
For established companies with multiple revenue streams and owners actively making capital decisions in the next 6-12 months.
Everything in Foundation +
Rolling 13-week cash forecast updated bi-weekly
FY financial model updated quarterly
Scenario modeling and stress testing - hire, buy equipment, price changes, interest rate sensitivity
Cash conversion and optimization plan
Financials kept lender-ready: clean statements, a current debt schedule, and projections to hand a bank on short notice
Two 60-minute calls per month
Email support within one business day; same day for urgent items
Pricing by Annual Revenue
Under $2M Revenue
Health Check: $995
Foundation: $2,000 / mo
Partner: $3,500 / mo
$2M - $10M Revenue
Health Check: $2,500
Foundation: $3,500 / mo
Partner: $6,000 / mo
$10M+ Revenue
Health Check: $5,000
Foundation: $5,000 / mo
Partner: $8,500 / mo
Revenue
Under $2M
$2M - $10M
$10M+
Above $25M - custom quote.
Pricing is fixed. No hourly billing. No overages.
Pricing is revisited at your 12-month anniversary, or if your revenue moves into a different band.
Each price is the starting point for that revenue range. Revenue will be shared on the intake form. Final pricing is confirmed after the Financial Health Check. Pricing may adjust for complexity, including multiple entities and locations.
Health Check
$995
$2,500
$5,000
Foundation
$2,000 / mo
$3,500 / mo
$5,000 / mo
Partner
$3,500 / mo
$6,000 / mo
$8,500 / mo
Lender & Capital Engagement
Starting at
$5,000 / fixed fee
Quoted after scoping. Four to eight week delivery. Available on its own, or alongside a monthly CFO support plan.
$5,000 for a straightforward bank line; scales with complexity.
Partner clients receive a 25% discount.
Includes
Assessment of financing readiness and realistic options
Lender identification and support through underwriting
Term sheet review; support negotiating structure and pricing
A financing package built for your specific request: loan amount, use of funds, tailored projections, covenant compliance, sources and uses, and debt schedule
How We Work
A limited roster. Finn CFO takes on a small number of clients at a time, so every engagement can be handled by the principal.
Fixed monthly fees. Price is confirmed after the Health Check and then it holds: no hourly billing, no overages, no surprise invoices.
Clean books required. Bookkeeping isn’t included. Books need to be current and reconciled for the work to be worthwhile. If they aren’t, the Health Check will say so, and we will happily recommend a bookkeeper to get you there.
Three-month minimum. Month-to-month thereafter. Cancel any time with 30 days’ notice. No annual contract.
Response times. Email replies within one business day, and same day for urgent matters on Partner.
Straight answers. If a monthly engagement isn’t right for your business, we won’t sell you one.
Not Sure Which One Fits?
Start with a 30-minute call. We will talk through where your business is today and can determine which engagement structure is best, or if you even need one at all.