Engagement Structures

A Cost-Leader Approach to Fractional CFO Engagements

Denver CFO advisory rates run as high as $450+/hr for senior talent; we operate lean and pass the savings directly to you. All engagements are principal-led. Your engagement won’t be outsourced to other staff.

Financial Audit

Starting at $995

Waived with 3-month retainer

Includes

  • Review of financial position

  • Cash conversion review

  • Capital structure assessment

  • 60-minute executive walkthrough

  • Delivered in 10 business days

Tier 1 - Foundation

CFO Services

For growing, owner-operated, small businesses

Starting at $1,750/mo

Includes

  • Rolling 13-week cash forecast

  • Monthly cash flow review

  • KPI Dashboard

  • Monthly 60-minute strategy call

  • Unlimited email/chat support

Tier 2 - Growth

CFO Services

For established companies with multiple revenue streams, or preparing to scale

Starting at $2,800/mo

Includes Tier 1 +

  • Full year financials, P&L, BS, Cash Flow

  • Scenario planning and stress testing

  • Cash conversion and optimization plan

  • Bi-weekly strategy call

Tier 3 - Strategic

CFO Services

For larger businesses, approaching a capital raise, major refinancing, or exit

Starting at $4,800/mo

Includes Tier 2 +

  • Multi-year planning

  • Lender ready financials

  • Covenant reporting

  • Board and investor-reporting packages

  • Weekly strategy call