Fractional CFO Services
CFO Service Options
| Stage | Engagement Type | Take-away | Duration | Fee Structure |
| Ascertain | Consultations | Growth Assessment | 7 Days | FREE – $4500 Value |
| Engagement | GAP Analysis – Action Plan | 1 Month / 20 Hours | $7,500 – Fixed Fee | |
| Approach | Engagement | Clarity, Transparency & Objective Met | 3 – X Months* | $7,000 – $15,000** per month |
| * Timeline will be determined based on scope findings. ** Monthly fee determined by GAP Analysis results, project scope, and desired implementation timeline. | ||||
Fee Flexibility: We have adopted and implemented a unique flexible fee structure to accommodate prospective client needs, fostering mutual success. Our rates are negotiable, combining a base fee with a performance-based percentage tied to agreed results, ensuring we have skin in the game. Each engagement and its terms will be discussed and mutually agreed upon before proceeding, starting from the Approach stage.
Ad hoc projects are quoted based on the defined scope of work and estimated time required, typically including tasks such as cash flow projection, budgeting, and scenario analysis. Pricing often reflects the specific deliverables and time investment; urgency and complexity needed for each unique engagement.
The 6 A’s of Our CFO Services
Our 6 A’s Framework gives you the tailored solution to achieve financial clarity and confidence.
Ascertain – We need a solid foundation on which to base our decisions and actions. This includes understanding our client’s needs and expectations, as well as conducting thorough research to gather all relevant data.
Approach – Our team carefully analyzes the data and collaborates with each other to develop a comprehensive plan that addresses all aspects of the project. From this we do a GAP Analysis to share and determine next steps.
Action – Our team works diligently on every aspect of the project to deliver exceptional quality work. A communication schedule is followed ensuring transparency and collaboration.
Accomplish – Measurement is a vital part of our process, serving as the gauge by which we assess our performance and progress. We utilize our predefined GAP Analysis as the base tool to track the project’s progress, measuring it against the predetermined goals and milestones set out in the Action phase.
Assessment – Following the Accomplishment review, we move into the assessment phase where we take a deep dive into whether our strategies and execution methods were effective and efficient.
Accolades – Celebrating our successes, we take a moment to identify additional opportunities for improvement. Our commitment to constant self-evaluation and growth allows us to exceed client expectations, delivering exceptional quality of service.
