What Your Fractional CFO Covers
End-to-end financial leadership across all the areas your business depends on.
✦Financial operations oversight — month-end close, bookkeeping review, process improvement
✦Cash flow management and 13-week forecasting
✦Financial reporting, dashboards, and KPI development
✦Budget development, tracking, and variance analysis
✦Financial modeling, scenario planning, and sensitivity analysis
✦Investor and board reporting, board deck support
✦Team coordination — working with your bookkeeper, controller, or outsourced accounting firm
✦Lender and banking relationship management
✦Financial systems evaluation and process improvement
✦Capital structure analysis and optimization
Pricing
Choose Your Trail
Every engagement begins with a complimentary 30-minute discovery call. We'll recommend the right tier for where you are.
Trailhead
Lay your groundwork
$1,800 / month
Best for: Early-stage founders raising their first round. Pre-seed to Seed stage companies that need a financial partner, not just a bookkeeper.
- Monthly financial review and close oversight
- 13-week cash flow forecasting
- Investor-ready monthly reporting package
- Cap table review and basic scenario modeling
- Budget development and tracking
- 2 strategy calls per month (60 min each)
- Email support between calls
Available on a referral basis only.
3-month minimum. Billed monthly, due the 1st. Net 15.
Open Range
Build the infrastructure for growth
$2,800 / month
Best for: Growth-stage companies post-Seed through Series A/B scaling toward their next capital milestone.
- Everything in Trailhead, plus:
- KPI dashboard development and monthly reporting
- Budget vs. actuals analysis with variance commentary
- Financial model maintenance, updates, and scenario analysis
- Investor reporting and board deck financial support
- Team coordination (bookkeeper/controller oversight)
- Capital raise support and investor materials
- 4 strategy calls per month
- Unlimited email support
3-month minimum. Billed monthly, due the 1st. Net 15.
High Plains
Institutional-grade financial leadership
$4,000 / month
Best for: Growth-stage companies ($5M+ revenue) that need a true CFO-level partner. Ideal for companies building toward a PE transaction or significant capital event.
- Everything in Open Range, plus:
- Full financial operations leadership and accountability
- Board-ready monthly reporting package
- Capital structure analysis and optimization
- Lender and banking relationship management
- Annual budget and long-range financial planning
- Financial systems and process improvement
- Weekly check-ins (30 minutes)
- Priority access and unlimited support
- PE Readiness Track at preferred rate (15% off)
This is the flagship tier. Built for companies that are serious about institutional-grade financial leadership.
6-month minimum. Billed monthly, due the 1st. Net 15.
Herding Cats
For situations that defy a template
Custom Pricing
Best for: Complex, bespoke engagements that require custom structuring.
- Interim CFO placement (full-time, defined term)
- Multi-entity or complex organizational structures
- Turnaround financial strategy
- Post-acquisition integration financial leadership
- Carve-out or spin-off financial operations
- Anything that needs creative structuring
No two Herding Cats engagements look the same. That's the point. Let's talk.