CFO Consulting
CFO Consulting
Sometimes you don't need a standing CFO — you need senior judgment on one hard decision. CFO consulting is project-scoped advisory for exactly that.
Not every finance problem needs an ongoing retainer. A fundraise, a board ask you can't answer, a pricing reset, a model a buyer or lender will underwrite, an audit you're not ready for — these are bounded projects that call for a CFO's judgment for a defined window, then done.
CFO consulting gives you that: a senior operator engaged against a specific outcome, with a scope and a deliverable agreed up front. No open-ended hours, no vague 'advisory' that never resolves.
It's also the lowest-commitment way to work together. Many consulting projects start with a Diagnostic Sprint and convert into a retainer once the value is obvious — but plenty stay exactly what they were: one problem, solved.
What lands each month
Concrete deliverables with a defined scope — so you see exactly what you get, not an open hourly meter.
Scoped project plan
A defined outcome, deliverable, and timeline agreed before we start — no open meter.
The model or analysis
The fundraise model, pricing analysis, scenario set, or board package the project calls for.
A working session
We walk the findings and the recommendation with you and your team.
A clear recommendation
A prioritized, plain-English answer to the question you brought — not a deck that defers the decision.
Why not a staffing firm
Big advisory shops staff consulting projects with a pyramid and bill the leverage. Here the senior operator who scopes the work is the one who does it — and the project ends when the outcome is delivered, not when the budget runs out.
Case study · Industrial / consumer
$80M
private company sale led through finance to close
Ownership wanted to run a sale process but the finance function wasn't ready for diligence — reporting was inconsistent and there was no clean model a buyer could underwrite.
Read the case studyQuestions
How is CFO consulting different from a fractional CFO?
A fractional CFO is an ongoing monthly relationship running your whole finance function. CFO consulting is project-based — one bounded outcome (a model, a raise, a pricing reset, an audit prep), scoped and delivered, then complete. Consulting often converts to a retainer, but it doesn't have to.
Can a consulting project become a retainer?
Yes, and many do. A Diagnostic Sprint or project is a natural on-ramp; if you decide you want the operator in the seat ongoing, it rolls into a Fractional CFO Retainer and the project fee can credit toward it.
What kinds of projects do you take?
Fundraise models and packages, pricing and margin resets, scenario and restructuring analysis, audit-prep and workpaper support, board-ask analysis, and covenant or lender questions. If it's a bounded finance decision, it's a fit.
How much does a CFO Consulting cost?
Consulting is scoped by project. A bounded Diagnostic Sprint is $7,500 one-time; larger projects are quoted to the outcome, and ongoing advisory starts around $5K/month. No open hourly meter. See Pricing.
Related engagements
Fractional CFO
Senior CFO judgment on a monthly retainer — the same operator in your numbers every month, not whoever is free on the bench this week.
Outsourced CFO
Stand up a complete CFO function without building one — close support, reporting, forecasting, and lender management, owned by a senior operator.
Interim CFO
When the seat opens unexpectedly, you need a steady hand in days — to stabilize cash, hold the board and the bank, and hand off clean.
Book a working session.
A 20-minute call, a clear read on your numbers, and a straight answer on whether a fractional CFO is the right call right now.