Email Address
[email protected]

Work Hours
Monday to Friday: 9AM - 5PM

Get expert cfo services for a fraction of the cost

Our Fractional CFO Packages

Basic CFO

Recommended annual revenue: > $750k

Starts at

$2,000.00 per month

$2,000 one-time setup fee

  • Monthly financial review meeting
  • Limited email support
  • Quarterly goals and budget
  • Annual goals and budget
  • Monthly forecast
  • Cash flow forecast
  • Basic monthly reporting package
  • Financial systems and processes review and recommendations
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recommended

Strive CFO

Recommended annual revenue: > $1M

Starts at

$4,000.00 / month

$2,000 one-time setup fee

  • Everything in Basic CFO PLUS:
  • Ad-hoc meetings, as needed
  • Unlimited email support
  • Accounting and bookkeeping team oversight
  • Customized monthly reporting package
  • Risk management
  • Long-term planning
  • Financial relationship management
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Premier CFO

Recommended annual revenue: > $5M

Starts at

$6,000.00 / year

Onboarding fee waived!

  • Everything in Strive CFO PLUS:
  • Weekly meetings with the team
  • Departmental budgeting with unit leaders
  • Board reporting
  • M&A financial planning support
  • Annual 8-hour strategy session with a location of your choosing
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Additional Services

Need more services not listed above? Special requests or projects are available upon request for an additional cost.

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  • Custom financial models
  • Valuation services
  • Capital budgeting
  • Financial process and systems overhaul
  • M&A support
  • Bookkeeping
  • Fundraising assistance

Annual Budgeting and Forecasting

Have a built-out budget and forecast for your business at $4,000 / year.

  • Annual budget
  • 12-month cash flow forecast
  • 2 four-hour sessions so that you’ll walk out with a plan for the year
  • Mid-year 1-hour check-in to review progress