Engagement Models
CFO Strategy, Your Way
No hourly fluff.
No surprise invoices. Just strategy, execution, and results
Which One’s Right for Me?
Model
Embedded CFO
CFO Firepower
Embedded CFO
You Are...
Scaling fast, VC-backed
Fundraising, selling, or stressed
Early, lean, and resourceful
You Need
Strategic finance + hands-on execution
Tactical help on a deal or deliverable
CFO-level thinking without long-term commitment
Ideal Duration
6–12 months
2–8 weeks
Month-to-month
Our Three Proven Models
Embedded CFO (Fractional Retainer)
For scale-ups that need a CFO who feels in-house without the $300K salary.
Best For: Fundraising, board prep, growth strategy, expansion
What’s Included:
• Weekly 1:1s with a dedicated CFO
• Monthly forecasts and board-ready reporting
• Support with pricing, hiring, cash runway, and capital strategy
You get a strategic finance partner who’s in the trenches with you. Period.
Typical Duration: 6–12 months
CFO Firepower (Project-Based)
For urgent moments when precision and speed matter most.
Best For:
• Pre-fundraise financial modeling
• Exit prep & valuation modeling
• M&A and investor due diligence
• Pitch deck & data room audits
Clear deliverables. Fixed timelines. No scope creep.
Typical Duration: 2–8 weeks
Flex CFO (Advisory Blocks)
For early-stage or bootstrapped teams needing on-demand strategy.
Best For:
• Quick model reviews or rebuilds
• Pricing & KPI guidance
• Investor Q&A and preparation
How it Works:
• Purchase blocks of 10, 20, or 30 hours/month
• Month-to-month flexibility
• CFO “office hours” on your terms
Common Questions, Real Answers
How fast can we start?
Usually within 1–2 weeks of your fit call and signed scope.
Do I need a finance team already?”
Nope. Many clients don’t. We can work with your accountant or bring our own vetted crew.
Can I hire you just for a model or pitch deck?
Absolutely. That’s exactly what project-based work is for. Founders have raised millions using just our models and decks.
Do you help with exits?
Yes. We’ve supported clients through 6-, 7-, and 8-figure exits from prep to pitch to term sheet.
Will you replace my accountant?
No. We look forward not backward. Your accountant files taxes. We help you make money.
Let’s Find the Right Fit
You don’t need a full-time CFO.
You need the right one at the right time.
Let’s talk about your goals, growth stage, and timeline and build a model that works for your business.
New Client Slots Are Limited — Book Early
Let’s Elevate Your Financial Strategy.
Schedule a Free CFO Strategy Session!
Contact us today and gain financial clarity!
