Real CFO-level expertise, at whatever level of involvement you need — from a $49/month self-serve benchmarking tool to a fully embedded advisor at $5,000/month, backed by 25+ years as a CPA and Certified Valuation Analyst.
For business owners who need someone actually driving the financial strategy — not just another dashboard. We take ownership of your month-end close, cash flow, and forecasting, and sit with you every month to turn the numbers into decisions. One flat monthly retainer — no hourly billing, no surprise invoices.
For owners who want the same caliber of analysis without hiring anyone. Financial Clarity is an interactive platform built from the same CPA/CVA expertise behind our advisory practice — benchmark your KPIs against your industry, model breakeven and cash flow, and see exactly where your overhead is going, on your own schedule, at a fraction of the cost.
Business tax planning, entity strategy, and preparation — handled by the same CPA who already manages your monthly numbers, so nothing gets reconciled after the fact each April.
Not sure yet? Try the free demo first →
See full plan comparison ▼Each session is better than the last and it's remarkable the amount of progress we are steadily making. Neil's knowledge is remarkable and his ability to pick up on every detail is uncanny.Martin Haas · CEO, Entechus Inc.
He conducted a thorough financial analysis that went well beyond what I expected. He identified important issues I had not even considered and highlighted key patterns that helped me make sense of our overall financial picture.Mac Connor · Owner, More Space Place – Naples & Fort Myers
How much does a fractional CFO cost?
Monthly retainers for fractional CFO services typically run $3,000–$10,000 depending on scope and company size. Our fractional CFO engagement is $5,000/month with no hourly billing or surprise invoices — see the full breakdown on our Fractional CFO services page.
What's the difference between outsourced CFO services and Financial Clarity?
Outsourced CFO services are a hands-on monthly engagement with a real CPA and CVA reviewing your numbers. Financial Clarity is a self-serve financial toolkit you use on your own — same underlying expertise, different level of involvement, at a different price point.
When should a small business hire a fractional CFO?
Most owners reach out when cash flow feels unpredictable despite steady revenue, when they're preparing financials for a lender or investor, or when they've outgrown a bookkeeper but aren't ready for a full-time CFO salary.
Is tax planning included with the Fractional CFO retainer, or is it separate?
It's billed separately from the CFO retainer, though clients on both often bundle them — Fractional CFO clients get 10% off Tax Planning & Preparation, and the two stay in sync since it's the same person handling both. See the full breakdown on our Tax Services page.
Work directly with a CFO, or try Financial Clarity free — no credit card, no catch.