Engagement
Engagement Tiers
Floor 01PlatformSoftware-only · from $149/mo Floor 02Software + AdvisoryGrowth stage · $499/mo Floor 03Fractional CFOPre-Series B · $1,999/mo Floor 04Full OutsourceFunded · $4,999/mo AdvisoryFractional CFO Advisory — Growth Tier$4,997/mo
Add-ons & Specialty
Add-onRevenue Suite$249/mo · ASC 606 Free toolSpreadsheet-to-FP&A Readiness ScorecardFree Platform advisoryFP&A Platform Fit & Business Case$1,997 Platform advisoryPlanning Platform Rollout Support$7,500 Platform advisoryFP&A Operate Retainer$2,497/mo Floor 04+Accelerator$10K–$50K · 90 days Book Free Diagnostic →
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Free Tools
Free 13-Week Cash Flow ForecastFreeThe 13-Week Cash Flow Forecast is the one model every real CFO maintains.Free Runway CalculatorFreeMost founders eyeball their burn rate.Free Founder Finance AuditFreeMost founders don't know they have a finance problem until it's a crisis.Free Board Deck TemplateFreeMost founder board decks bury the signal in 40 slides of vanity metrics.Free CFO Readiness ScorecardFreeScore your finance operations across close, cash, reporting, controls, and forecasting — and find the one section that's quietly capping your growth.Free 13-Week Cash Flow Forecast TemplateFreeThe standard fractional-CFO cash tool: a rolling 13-week view of cash in, cash out, and ending balance — so you see the dip 8 weeks before it happens.Free Month-End Close ChecklistFreeThe 18 steps of a clean close, in order — capture, reconcile, adjust, report — so the books are done by day 10 instead of dragging into week 3.Free Business Frameworks TemplatesFreeFive operator-style, fill-in frameworks for diagnosing your business, knowing your numbers cold, and getting clear on cash over the next 90…Free Owner's KPI DashboardFreeThe twelve owner-level financial metrics worth tracking every month — revenue, profit, cash and efficiency — each with a plain-English…Free Profit Margin Leak FinderFreeA 40-point checklist for finding where margin quietly disappears — across pricing, cost of goods, labour, overhead and leakage — with a…Free Startup Spend Policy BuilderFreeAnswer a few questions about your stage and team and get a written spend policy you can copy or print.Free SaaS Spend Waste FinderFreeEnter a few numbers about your tool stack and see an estimate of what idle seats, overlaps and billing choices cost you each year.
Starter Kits
Accounting Starter Pack$47Chart of accounts, weekly routine, month-end close checklist, and owner's reporting pack.Chart of Accounts Rebuild Kit$27A service-business chart of accounts you can actually read a P&L from — 78 numbered accounts, a mapping worksheet to move your old accounts…The Month-End Close System$37The paid upgrade to our free Month-End Close Checklist: a 10-business-day close calendar with owners, reconciliation templates for every…The Financial Model Starter Kit$87A linked three-statement model — P&L, balance sheet and cash flow — for 36 months, driven entirely from one Drivers tab, with a Base /…
Programs & Services
CFO Dashboard & Financial Reporting Subscription$297Monthly reporting pack template, KPI definitions, variance commentary framework, and 13-week cash flow.Financial Health Diagnostic$497A structured scan of your finance function — books, cash, profitability, revenue quality, working capital, planning, reporting and controls…Spreadsheet-to-FP&A Readiness ScorecardFree12-question self-check: has your finance team outgrown spreadsheets?FP&A Platform Fit & Business Case$1,997Requirements, platform shortlist, ROI case and rollout plan before you buy.Planning Platform Rollout Support$7,500Process design, data clean-up and model design alongside your implementation team.FP&A Operate Retainer$2,497/moMonthly forecast, budget-vs-actuals and board pack run on your planning platform.
CFO Projects
Runway & Burn Rebuild$497Gross and net burn rebuilt, runway by scenario and the hiring plan that fits it.Board Pack Build$447One complete board pack built for your next meeting.SaaS Metrics Definition Setup$397Written definitions and a tracking sheet for your core SaaS metrics, calculated from your own data.Investor Diligence File Prep$347The financial side of your diligence room, organized and checked.Budget vs Actuals Starter Build$297An annual budget loaded against actuals, with monthly variance reporting and a simple reforecast routine.
Engagements
Fractional CFO Foundation Package$5,000A 30-day engagement that installs financial reporting, cash forecasting, and a 12-month plan.Runway & Revenue Recovery Sprint$10,000A 90-day sprint aimed at a named result in cash, profit or revenue.Finance Platform Install & Operate$20,000Your finance and planning platform selected, installed and then operated for you.Quote-to-Cash Transformation$45,000Quote, contract, invoice, collections and cash application rebuilt so A/R stays down.Spend Platform Selection & Rollout$7,500The right category of spend platform for your stage, chosen against your requirements, configured and rolled out to your team.Procure-to-Pay Build & Run$12,500Your full procure-to-pay cycle designed, built and run by a named operator before handover to your team.
Spend Control
SaaS & Vendor Spend Audit$497Every tool and vendor you pay for, who owns it, what it costs and what to cut, with the runway impact of each.Expense Policy & Card Controls Setup$447A founder-friendly spend policy and the matching controls configured inside your own card and banking tools.Accounts Payable Automation Setup$497Invoice intake, approvals, payment runs and accounting sync set up inside the finance stack you already have.Monthly Burn & Spend Control Review$197/moYour burn and spend checked against plan every month, with the runway impact and three actions for the month ahead.Approval Workflow Starter Kit$47Five fill-in templates to put spend approvals in place before your burn gets away from you.

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Board Pack Build

$447.00

One complete board pack built for your next meeting: financials, KPI page, variance commentary, cash and runway, asks page.

Board Pack Build quantity

Category: Uncategorized

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Expense Policy & Card Controls Setup
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Accounting Starter Pack
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