Monthly Fractional CFO Advisory
Monthly Fractional CFO Advisory provides founder-led service businesses with ongoing financial leadership through budgeting, forecasting, KPI monitoring, cash flow planning, pricing and margin oversight, and executive decision support month after month.
Is Monthly Advisory Right For You?
- Already completed your PCS Financial Decision Assessment and ready for ongoing support?
- Want a financial leader monitoring your numbers every month, not just once?
- Need help turning recommendations into consistent action?
- Making hiring, pricing, or investment decisions without an experienced sounding board?
- Want accountability and follow-through between meetings?
- Ready for a long-term financial leadership relationship, not a one-time project?
What's Included In Monthly Fractional CFO Advisory
Monthly Fractional CFO Advisory is designed to provide ongoing budgeting, forecasting, KPI monitoring, cash flow planning, pricing and margin oversight, and executive decision support, keeping your business on track month after month.
Monthly Fractional CFO Advisory
Ongoing Fractional CFO leadership designed to keep your business financially disciplined, month after month, through planning, monitoring, and executive decision support.
- Monthly Executive Dashboard and KPI Monitoring
- Budget Versus Actual Analysis
- Rolling Cash-Flow Forecast
- Monthly Profitability Review
- Pricing and Margin Oversight
- 60-Minute Monthly Strategy Meeting
- Executive Financial Decision Support Between Meetings
- Coordination with Your Bookkeeper and CPA, If You Have One
- Monthly Action Plan and Accountability
- Quarterly Business Review
- Annual Business Planning Session
Monthly Investment: $2,500/month
No long-term contract required. Month-to-month service.
Limited availability based on client capacity
What Happens Each Month
Step 1 — Reporting
Receive your updated executive financial reporting package.
Step 2 — Strategy Meeting:
Meet monthly to review performance, KPIs, and priorities.
Step 3 — Action Plan
Receive a monthly action plan with clear priorities and next steps.
Step 4 — Ongoing Accountability
Stay on track between meetings with executive decision support as questions come up.
Frequently Asked Questions
Is there a minimum commitment?
Monthly Fractional CFO Advisory is provided month-to-month with no long-term contract required.
How is this different from the PCS Financial Decision Assessment?
The PCS Financial Decision Assessment is a one-time engagement that evaluates your current financial leadership systems and defines priorities for the next 90 days.
Monthly Fractional CFO Advisory provides the ongoing leadership to implement, monitor, and manage those priorities month after month; budgeting, forecasting, KPI monitoring, cash flow planning, and executive decision support on a continuing basis.
What size businesses do you work with?
We primarily work with established service businesses generating approximately $1M–$10M in annual revenue
Ready to Gain More Financial Clarity?
Whether you’re looking for ongoing financial leadership, monthly accountability, or a trusted partner to guide important decisions, Monthly Advisory is designed to help you manage the business financially month after month.