Modeling and forecasting, fundraising, investor reporting, a timely close, and exit readiness. Senior financial leadership on a fractional basis, built on modern, AI-enabled workflows.
Engagements are limited by design.
A full-time CFO is a $250–400K commitment, and at this stage most companies don't need one. What they need is a strategic eye on the business: a few hours a week of experienced financial judgment, applied consistently. That is the role this practice fills.
Fractional CFO retainer · Starting at $2,500/month
Driver-based and refreshed monthly: a working instrument for decisions, not a static annual budget.
CAC payback, net and gross retention, margin by segment, and a clear view of where pricing can work harder for you.
Reporting that anticipates the questions investors will ask and addresses them directly, with owners and actions attached.
Metrics that withstand diligence, data room preparation, and a narrative the numbers genuinely support.
Burn, runway, receivables, and working capital, monitored with the rigor investors expect to see.
A standing session aligned to your leadership rhythm, with direct access in between for decisions that can't wait.
Fieldwork is deliberately not an accounting firm. The work is strategic finance: the forecast, the pricing, the board narrative, the exit. For CPA-level accounting and tax questions, the practice brings in licensed CPA partners as needed, and where a controller is the right answer, clients hear it early.
Most fractional practices sell hours. This one builds systems. Variance analysis, forecast refreshes, and board preparation are automated where automation is reliable, and reviewed by an experienced hand where judgment matters. It's how a few hours a week can deliver what once required a full-time seat.
Every workflow is built in your systems and documented, so the capability remains with your company, not with a vendor.
Your numbers and your priorities. Fit matters in both directions. If the practice isn't the right fit for the problem, you'll hear it directly, along with a suggestion of who is.
Forecast rebuilt, metrics baselined, pricing reviewed. Everything produced, including the model, documentation, and findings, is yours to keep, whatever you decide.
A weekly cadence, monthly board-grade reporting, and a finance partner in the room for the decisions that shape the company.
Retainers start at $2,500 per month and scale with stage and scope, with no implementation fee. The first quarter is a mutual commitment, since meaningful work takes a quarter. Engagements are month-to-month thereafter, and the retainer should visibly pay for itself.
No. This role complements your existing accounting resources and gives them a clearer framework to work within: a real forecast, a real close calendar, and defined reporting standards. If bookkeeping capacity is needed, the practice brings in an established partner firm and manages it within the engagement.
Possibly still a fit. Send a message. If the timing isn't right, you'll get a direct answer, along with what to focus on in the meantime and a referral where one is useful.
A small number, by design. The model depends on depth of attention rather than volume. At capacity, the practice maintains a short waitlist and tells you exactly where you stand.
Share a short note about the business and what's most pressing. Every message is read and receives a response within two business days.
The usual next step is a 30-minute introductory conversation, scheduled by reply.