Engagements
Engagement options
Foundation
Clarity on where you stand
- Monthly financial reporting package
- KPI review
- Quarterly strategy meeting
- Tax compliance
Most popular
Growth
Plan and steer with confidence
- Everything in Foundation
- Annual budget & rolling forecast
- Cash flow forecasting
- Monthly CFO meeting
- Tax compliance
- Tax strategy discussion
Strategic
A CFO at the leadership table
- Everything in Growth
- Board & investor reporting
- Financing & transaction support
- Leadership meeting participation
- Tax compliance
- Tax strategy implementation
Fixed monthly fee, scoped to your needs. Adjust the level as your business changes.
Frequently Asked Questions
Each engagement is scoped to your business - the size of your team, the complexity of your books, and how much CFO-level involvement you need. After a quick consultation, we recommend the tier that fits and give you a fixed monthly rate, not an hourly bill.
Yes. Many clients start with Foundation or Growth and move up to Strategic as their reporting, financing, or board needs expand. We will revisit your scope together whenever it makes sense.
We ask for an initial engagement period so we can properly set up your books and reporting, then move to a flexible monthly arrangement. Your dedicated contact can walk you through the specifics for your tier.