Tier 1
Financial Planning
For founders still running finance on their own.
Starting from
$5,000/ mo
What's included
- Diligence-ready financials and metrics
- Cash model to manage burn and runway
- Growth and fundraising strategy
Every engagement is scoped to your stage, revenue complexity, and time commitment — then priced as a flat monthly fee. Scale up or down with 30 days' notice. No equity, no benefits, no long-term contracts.
Start where you are today. As your business grows, your finance function grows with it.
Tier 1
For founders still running finance on their own.
Starting from
$5,000/ mo
What's included
Tier 2
For founders and early finance owners ready for full FP&A.
Starting from
$10,000/ mo
Everything in Tier 1, plus
Tier 3
For teams accountable to the board after the Series A.
Starting from
$15,000/ mo
Everything in Tier 2, plus
Setup and initial model build included in every tier. No onboarding fee. 3-month commitment, then month-to-month.
| What's included | Financial Planning | Strategic Finance | CFO Leadership |
|---|---|---|---|
| Strategy | |||
| Growth capital allocation | |||
| Cash flow & runway management | |||
| Reporting & analysis | |||
| Unit economics | |||
| Metrics & benchmarks | |||
| Flux analysis | |||
| Department P&L | — | ||
| Forecasting & planning | |||
| Annual budgeting | — | ||
| Rolling forecast | — | ||
| Scenario planning | — | ||
| Headcount planning | — | ||
| Sales capacity & quota planning | — | ||
| Board and investor relations | |||
| Board deck prep (quarterly) | — | — | |
| Investor update (quarterly) | — | — | |
| Data room readiness | — | — | |
| Cadence & terms | |||
| CFO cadence | Monthly | Bi-weekly | Weekly |
| Async access (Slack) | |||
| Initial commitment | 3 months | 3 months | 3 months |
Starting from
$10,000
one-time · 2–4 weeks
A 3-year Excel model with scenario analysis — built around contracts, transactions, and usage.
Learn moreStarting from
$10,000
one-time · 2–4 weeks
Financials stress-tested, investor-grade model built, and a credible growth story organized for diligence.
Learn more“Tim brought financial clarity that let us scale profitably, grow the team, invest in sales & marketing, and move fast without worrying about cash or risk.”
“We overstaffed, margins collapsed, and runway shrank. Tim gave me the visibility to navigate it.”
“Tim navigated Kabbage through near-zero runway — bringing financial discipline and analytical rigor — and prepared us for a premium exit.”
“We were bleeding money. Tim identified where and what to change. We got to profitability.”
Tell us where it hurts — we'll scope it and quote a flat fee before you commit.
Book a Kickoff CallChoose the tier by the work you need. Tier 1 Financial Planning starts from $5,000/month: cash flow, runway, metrics, flux analysis, and annual planning, best below $3M ARR before Series A. Tier 2 Strategic Finance starts from $10,000/month: all of Tier 1, with deeper models, scenarios, department budgets, and sales capacity and quota planning, best above $3M ARR. Tier 3 CFO Leadership starts from $15,000/month: all of Tier 2, plus fractional CFO, board and investor reporting, and data-room readiness for post-Series A teams. Controller services are separate: from $1,750/month for cash books or from $2,750/month for accrual books. Accrual books are preferable when you are preparing a fundraise or have closed an institutional round, when your board or investors expect accrual reporting, or when you have deferred revenue, annual contracts billed upfront, or usage-based billing. You can keep your outside accountant.
Financial Planning starts from $5,000/month and Strategic Finance starts from $10,000/month. CFO Leadership starts from $15,000/month. One-off modeling and data room readiness each start from $10,000. The proposal sets the work and fee for your setup.
We automate data ingestion and reporting as much as possible. That needs read-only developer API access to your billing system, Stripe payments, and financial accounts. Subscriptions and usage-based billing may run through different systems. More systems to connect means more complexity. Context in spreadsheets or internal dashboards adds work too. More complexity means a higher fee.
Financial Planning starts from $5,000/month for cash, runway, metrics, flux analysis, and annual planning. Strategic Finance starts from $10,000/month and includes all of Financial Planning with deeper models, scenarios, department budgets, and sales planning. CFO Leadership starts from $15,000/month and includes Strategic Finance, fractional CFO, board and investor reporting, and data-room readiness. Fractional CFO is never standalone or an add-on. Tim leads every tier.
Financial Planning is best for companies below $3M ARR preparing for Series A. Strategic Finance is best above $3M ARR. CFO Leadership fits post-Series A teams accountable to a board. These are fit guides, not hard cutoffs. Choose by the work and responsibilities you need.
No. Controller services are separate: from $1,750/month for cash books and from $2,750/month for accrual books. Accrual books are preferable when you are preparing a fundraise or have closed an institutional round, when your board or investors expect accrual reporting, or when you have deferred revenue, annual contracts billed upfront, or usage-based billing. You can use Bridges or keep your outside accountant.
Financial Planning plus cash books starts from $6,750/month. Strategic Finance plus accrual books starts from $12,750/month. CFO Leadership plus accrual books starts from $17,750/month. These are combinations of separate services, not bundled plans.
No. You can keep your outside accountant. We prefer to own the books because our planning and analysis depend on accurate, timely financials. Cash books start from $1,750/month and accrual books from $2,750/month. Accrual books are preferable when you are preparing a fundraise or have closed an institutional round, when your board or investors expect accrual reporting, or when you have deferred revenue, annual contracts billed upfront, or usage-based billing.
The cadence is monthly in Tier 1, bi-weekly in Tier 2, and weekly in Tier 3. The scope changes with the tier as well. More meetings alone are not what you are paying for.
Yes. Start with the scope you need now and change it as your responsibilities grow. Monthly engagements have a three-month initial commitment, then continue month to month. Give 30 days' notice to scale the engagement.
Yes. Financial modeling and data room readiness (financial diligence) each start from $10,000 one-time and take 2-4 weeks. Modeling builds an operating model with scenarios. Financial diligence prepares the financials, model, narrative, and data room for a fundraise or exit.
There is no onboarding fee. Monthly engagements begin with three months, then continue month to month. We bill on the 1st. After the initial term, cancel with 30 days' notice. The initial model build, chart of accounts rebuild, and accrual rebuild are included. There is no onboarding fee.