Fractional CFO — Starter
Your core financials delivered monthly, with a CFO call to walk you through them.
Monthly retainer
Priced to scope
Book an intro- P&L, balance sheet & cash flow
- KPI dashboard
- 30-min monthly CFO call
Pricing and plans
Three monthly plans, a one-time diagnostic to start, and project work when the stakes call for it. Start where you are; move up as you grow.
All fees exclusive of GST [confirm]. Retainers: [minimum term and notice period].
Fractional CFO — Core
An experienced CFO embedded, owning your numbers and finance rhythm.
Monthly retainer
priced to your scope
Book an intro- Everything in Starter, plus
- Monthly MIS with commentary
- Cash & compliance oversight
- Product, SKU & client margins
Fractional CFO — Growth
Everything in Core, plus FP&A and banking support for bigger decisions.
Monthly retainer
priced to your scope
Book an intro- Everything in Core, plus
- Budgeting & forecasting
- Budget vs. actuals
- Banker & auditor coordination
Start here
Finance Diagnostic
A fixed-fee health check of books, cash, margins and compliance, with a prioritised action plan. No lock-in.
Advisory
Specialist & Project Work
Cash crunch, compliance clean-up, fundraising, ERP change or M&A. Standalone or alongside any plan.
Compare plans
What each monthly plan includes.
| Feature | StarterPriced to scope | CorePriced to scope | GrowthPriced to scope |
|---|---|---|---|
| Reporting | |||
| P&L, balance sheet & cash flow, monthly | |||
| KPI dashboard | |||
| Delivered on a fixed date each month | |||
| Management pack with commentary on what moved and why | |||
| CFO involvement | |||
| Monthly review call with a CFO | 30 min | ||
| Experienced CFO embedded in your business | |||
| CFO time per month | 30 min | [X] | [X] |
| Owns the month-end close calendar and finance rhythm | |||
| Cash, compliance & margins | |||
| Cash position and near-term obligations oversight | |||
| Statutory compliance calendar tracking (GST, TDS, advance tax, ROC) | |||
| Product, SKU & client margins | |||
| Planning & decisions | |||
| Annual budget | |||
| Rolling forecast of profit and cash | |||
| Budget vs. actuals with commentary | |||
| Decision support on capex, pricing and hiring | |||
| Banks & auditors | |||
| Lender reporting: renewals, CMA data, stock statements | |||
| Finance point of contact for statutory auditors | |||
Not included in any plan
Bookkeeping
Every plan assumes your team or accountant keeps the books up to date.
Filing of returns
GST, TDS and income tax filings stay with your accountant or CA. Core and Growth track the calendar.
Statutory audit
Performed by your auditors. Growth coordinates with them; no plan provides an audit opinion.
Fundraising and M&A
Handled as Specialist & Project Work, priced separately.