Monthly package
CFO Package
Strategic planning, board and investor reporting, and capital planning, led by a senior CFO who works with your leadership team every month.
What you get each month
- A monthly KPI dashboard with what changed and why
- Quarterly board presentation packs
- An annual financial plan with growth projections
- Financial models for the decisions in front of you
- Investor materials when you raise capital
- Growth and market opportunity analysis
When it fits
- You are raising capital and need investor-ready numbers
- Your board expects clear financial reporting
- You are weighing an acquisition, a sale or a merger
- Big decisions are waiting on financial leadership
- A full-time CFO is not yet worth the cost
Compared with hiring a full-time CFO
The package costs a fraction of a senior hire, and you can scale it up or down.
| CFO Package | Full-time CFO | |
|---|---|---|
| Cost a month | From $5,000 | About $21,700 to $32,500 |
| Who you get | A senior CFO and our finance team | One person, plus recruiting and benefits |
| Commitment | Month to month | An annual salary |
Full-time cost uses a salary of $200,000 to $300,000 plus about 30% for benefits and overhead.
How it starts
- 1Free consultation. We talk through your goals and how your finances run today.
- 2Assessment. Your CFO reviews your strategy, financials and growth plans.
- 3Plan. We agree the financial plan, the models and the reporting you need.
- 4Every month. Strategy sessions, board reporting and support for each decision.
Questions
How is this different from hiring a full-time CFO?
You get senior financial leadership for the time your business needs, without a full-time salary or the time it takes to hire.
Will I have a dedicated CFO?
Yes. One senior CFO is your main contact, backed by our finance team.
Can you help with fundraising?
Yes. We build the financial model and investor materials, prepare for due diligence and support investor updates.
Do you attend board meetings?
Yes. We prepare board reporting and can present it with you.
Other packages
| Package | What it covers | From | |
|---|---|---|---|
| Bookkeeper | Accurate books, reconciliations and monthly statements | $1,500 a month | View |
| Controller | Budgets, cash forecasts and management reporting | $3,500 a month | View |
| CFO This page | Strategy, board reporting and capital planning | $5,000 a month | |
| Custom | A mix of services shaped around your business | Quoted after a call | Book a call |
Talk it through first.
Book a free consultation to see whether the CFO Package fits your business.