Retainer · monthly · fractional
CFO Advisory
Monthly financial review, KPI tracking, budgeting and forecasting — CFO-level judgment on a retainer, without a full-time hire.
Who this is for
Founders who've raised or are close to raising, and need someone reviewing the numbers monthly, not someone building a one-off model and disappearing. This is retainer work — we don't offer it as a one-time engagement.
What's included
- Monthly financial review against your plan, not just a report — a working session.
- KPI tracking built around the 4-6 metrics that actually matter for your stage.
- Budgeting and forecasting, updated as your actuals come in.
- Strategic decision support — sized hiring calls, runway trade-offs, board-prep numbers.
How pricing ramps
New retainer clients start on a 3-month ramp rather than paying full rate from day one — we'd rather prove the value before charging for it in full.
| Month | Rate | What happens |
|---|---|---|
| Month 1 | Free | Full onboarding, first monthly review, KPI baseline set |
| Month 2 | 50% of full rate | Standard monthly cycle running |
| Month 3 onward | Full rate | Ongoing retainer |
We're intentionally capping this at two retainer clients per advisor while we build out the practice — this is fractional CFO work done properly, not spread thin.