Advisory Support Levels
Organizations navigating growth, funding complexity, and increasing accountability often require varying levels of strategic financial leadership.
Our advisory support levels are designed to align CFO involvement with organizational complexity, leadership needs, and long-term financial objectives.
Financial Clarity & Advisory: $2000-$4000/month
Every event we host is designed with intention, from the atmosphere we create to the way each session flows.
Designed for organizations needing to improve financial visibility, reporting consistency, and foundational financial structure without a fully embedded CFO function.
Includes:
Monthly financial review and interpretation
Cash flow visibility and monitoring
Budget-to-Actual review
Leadership financial check-ins
Basic grant tracking and funding compliance visibility
Financial reporting consistency recommendations
Guidance on financial organization and compliance readiness
Best For:
Organizations with stable operations that need clearer financial insight, improved reporting structure, and proactive financial oversight.
Fractional CFO Partnership: $4000 - $8000/month
Every event we host is designed with intention, from the atmosphere we create to the way each session flows.
Ongoing CFO-level financial leadership for organizations managing growth, multiple funding sources, and increasing operational and compliance complexity.
Includes:
Monthly close oversight and reporting review
Cash flow forecasting and financial planning
Budgeting and scenario modeling
Grant funding oversight and Uniform Guidance awareness support
Board-ready financial reporting and KPI dashboards
Financial reporting aligned with grant and board accountability expectations
Strategic leadership advisory support
Best For:
Growing organizations needing ongoing financial leadership, stronger forecasting, improved grant oversight, and executive-level financial decision support.
Strategic CFO Leadership: $8000 - $12000+/month
Comprehensive embedded financial leadership for organizations navigating significant operational complexity, funding accountability requirements, organizational growth, or heightened strategic and financial oversight needs.
Includes:
Ongoing executive-level financial leadership
Financial systems and process optimization
Uniform Guidance readiness and grant compliance oversight
Audit readiness, internal controls support, and funding accountability support
Advanced forecasting, scenario planning, and financial modeling
Board and leadership financial strategy support
Finance infrastructure alignment for organizational scalability
Cross-functional financial decision support
Best For:
Organizations requiring a deeply integrated strategic financial partner to support leadership decision-making, operational scalability, funding accountability, and long-term financial stability.
