Engagement Models
From a 30-day foundational project to embedded fractional leadership — engagement scope and pricing scale with the work in front of you.
Methodology
Across every engagement, the principle is the same: every recommendation comes with the why alongside the what. For product-led engagements — FOS, Quarterly Advisory, and Fractional CFO — that translation happens through the Financial Health Matrix: a four-dimensional frame that scores your business across the areas that drive financial decisions, then traces every recommendation back to the dimension it's improving and the result we expect to see.
That comes from teaching this work as much as doing it — and after a decade of running modeling and valuation training for institutional finance teams, the habit is built in: every recommendation should be something a founder can understand, defend, and act on with confidence — not just receive.
Cash Health
Runway, burn rate & near-term liquidity
Profitability
Revenue-to-profit conversion & margin quality
Operational Efficiency
Working capital management & cost structure
Growth & Scalability
Revenue growth trajectory & operating leverage
Foundation · Most engagements start here
$6,500 · 30-day project
The Financial Operating System is the foundation most ongoing relationships are built on — a focused 30-day project that gives you a calibrated 3-statement operating model and a 90-day action plan organized around your highest-priority financial health areas.
Whether or not we continue working together after, the FOS leaves you with the financial infrastructure to make consequential decisions without guessing. The model is yours. The action plan is yours. The priorities are yours.
Discuss FOS Scoping →Includes
Timeline
Four weeks from kickoff to delivery
Best For
Companies past the spreadsheet phase that need the foundation built right before scaling further.
Progression
Most clients continue into Quarterly Strategic Advisory or Monthly Advisory after the FOS lands. Some take the deliverables and run with them internally — also a fine outcome.
Light Touch
$2,500–$3,500 / quarter
A quarterly cadence for companies with embedded operations who need a senior strategic partner — not embedded finance leadership. Three to four hours of focused engagement per quarter, scaled around your business cycle.
The work isn't reporting. It's revisiting where you stand, surfacing what changed, and naming the three priorities that should guide the next ninety days.
Explore Quarterly Advisory →Each Quarter Includes
Cadence
Once per quarter, on a schedule aligned with your business
Best For
Companies with a controller or finance lead handling day-to-day, who need a senior strategic partner reviewing the work and surfacing what's next.
Progression
Common follow-on after a successful FOS. Some clients begin here directly when the foundation is already in place.
Embedded
$5,000–$10,000 / month
Embedded financial leadership for companies where consequential financial decisions are happening every month — not just at inflection points. Senior judgment in the loop, in the rhythm of your business.
This is the engagement for companies that need a CFO-level partner without committing to a full-time hire. Monthly cycles, quarterly reviews, ad-hoc calls when something demands a senior response.
Explore Fractional CFO →Each Month Includes
Cadence
Monthly cycle plus on-demand availability
Best For
Companies where monthly financial decisions are consequential — pricing changes, hiring, capital allocation, scenario planning. High-touch; limited to three to five concurrent clients.
Progression
Often follows FOS or Quarterly Advisory when the cadence of decisions accelerates. Sometimes engaged directly for companies in active growth or transition.
Project-Based
From $15,000
Time-bound engagements for specific transactions or strategic initiatives. Fixed scope, fixed price, defined deliverables. Designed for moments when bringing in a senior outside practitioner is faster and cleaner than building the work internally.
Fundraising Readiness
$15,000–$25,000
Investor-ready operating model, scenario analysis, valuation reasoning, and pitch material support. Closes the gap between where your finance function is today and what sophisticated investors expect to see.
Typical timeline: 3–4 weeks.
M&A Preparation
$20,000–$30,000
Diligence preparation, data room alignment, valuation modeling, deal structure analysis, and stakeholder communications. Designed so the financials, the model, and the story all hold up to buy-side scrutiny.
Typical timeline: 4–6 weeks.
Custom Project Work
Scoped per engagement
Specialized analytical work outside the standard packages: pricing strategy, scenario modeling for strategic pivots, FP&A infrastructure builds, post-transaction integration, board-specific deliverables.
Strategic Packages are also the common engagement model for CFOs and finance leaders bringing us in for project-based partnership.
Scope a Project →Most engagements scope cleanly into one of the four tracks above. If you're not sure which fits, the fastest way to find out is to see your numbers run through the framework first. The free Financial Health Scorecard is the same diagnostic that anchors every engagement — it'll tell you which track makes sense before you book a call.