What Fractional CFO support actually costs.
Fractional CFO engagements are priced around the depth of support your business actually needs, not a one-size-fits-all retainer. Here's what shapes the quote.
What Drives the Price
Every Fractional CFO engagement is scoped around your business, not a standard package. These are the factors that typically matter most.
Scope of Involvement
Periodic strategic reviews are a different engagement than ongoing weekly forecasting and KPI management.
Business Complexity
Multiple revenue streams, entities, or locations require more analysis and coordination.
Reporting Depth
Custom dashboards, scenario modeling, and board-level reporting take more ongoing work than a standard monthly review.
Industry-Specific Needs
Construction and project-based businesses often need WIP-informed forecasting — see construction Fractional CFO services for what that adds.
Condition of Underlying Books
CFO guidance depends on accurate books. If bookkeeping needs work first, that's scoped separately.
Meeting Cadence
Monthly strategic reviews are a different level of engagement than weekly or biweekly involvement during a growth period.
What's Typically Included vs. Scoped Separately
Usually Included
- Regular strategic financial reviews
- Cash-flow forecasting
- Budgeting and variance review
- KPI identification and tracking
- Guidance on major financial decisions
Usually Scoped Separately
- Bookkeeping and monthly transaction work
- Historical cleanup or catch-up bookkeeping
- Tax preparation (coordinated with Hogberg Tax)
- Bonding or surety package preparation
- One-time projects outside the regular engagement (e.g. a capital raise)
From Conversation to Proposal
Free Clarity Call
We learn about your business, current financial visibility, and what decisions you're trying to make.
Books & Needs Review
We review your current financial reporting to understand what's already in place.
Custom Proposal
You receive a clear, scoped engagement proposal before anything begins.
Pricing Questions
Why isn't there a published price list?
Fractional CFO scope depends heavily on business complexity and how deep the involvement needs to be, so a flat rate wouldn't reflect most businesses' actual needs accurately.
Do I need my bookkeeping handled by AmpleX too?
Not necessarily, but CFO-level guidance depends on accurate, timely financial records. If your books need work, we'll flag that as part of scoping.
Can the engagement scale up or down over time?
Yes. Many businesses need more involvement during a growth period or major decision and less during steadier periods. We'll discuss changes together as needs shift.
Is construction CFO support priced differently?
The same cost factors apply, with the addition of WIP and job-costing-informed forecasting. See construction Fractional CFO services for what that includes.
Let's talk about what you actually need.
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