Services & Pricing
Finance that pays for itself.
Senior CFO expertise at a fraction of the cost of a full-time hire. Whether you need a full CFO presence or a single deliverable — scope starts with a conversation. I don't staff engagements. You get me directly — in your meetings, in your models, in your Slack.
Ongoing Engagements — Embedded CFO Retainers
Getting finance-ready
Foundation
You have revenue, but finance is still reactive. Time to build the system.
- +Monthly close & P&L review
- +Rolling cash flow forecast
- +KPI dashboard (Shopify + QBO)
- +Monthly strategy call (2hrs)
- +Email / Slack access
- +Budget vs. actuals reporting
Scaling fast
Growth
Finance needs to be a growth lever, not a lagging indicator.
- +Everything in Foundation
- +Weekly check-ins (up to 4hrs/mo)
- +Gross margin & channel profitability
- +Vendor & COGS negotiation support
- +Retail / wholesale financial modeling
- +Fundraising readiness assessment
- +Investor-ready financials (rolling)
Full CFO presence
Scale
You need a CFO in the room. Every board call, every diligence request.
- +Everything in Growth
- +Board & investor meeting attendance
- +Full fundraise execution support
- +Finance team management & hiring
- +Cap table & equity modeling
- +M&A preparation & due diligence
- +Up to 2 days/month on-site (NYC)
All engagements start with a 30-minute call. Pricing varies based on scope — consider these starting points.
One-Time Engagements
Project-Based Work
Need a specific deliverable? Fixed-scope, clear outputs.
Fundraise Package
End-to-end raise support: three-statement model, investor narrative, data room, diligence through close.
Financial Model Build
A custom, driver-based model built to your business. Not a template.
Finance Audit & Roadmap
Deep-dive into your current financial state. What's broken, what to fix first. Written report + 90-min readout.
Board & Investor Prep
Prep for your next board meeting or investor conversation. Materials, Q&A, positioning.
Retail Launch Modeling
The financial blueprint for entering retail — built on experience leading financial strategy for nationwide launches at top 10 US retailers and top beauty retailers.
Finance System Setup
Full back-office infrastructure built from scratch — GL, chart of accounts, payroll, sales tax, and everything in between.
Controller & Accounting
Controller Work
Need hands-on accounting leadership — not just strategy? Available as a standalone engagement or alongside a CFO retainer.
Journal Entries & Bookkeeping Oversight
Accurate books, done right. Oversight of monthly journal entries and reconciliations.
GAAP Readiness
Get your financials up to the standard investors and auditors expect.
Audit Prep
Everything your auditors need, organized and ready — so the process doesn't derail your team.
Month-End Close Management
A clean, repeatable close process that actually closes on time.
Systems Implementation
Standing up or migrating your accounting stack — scoped, managed, and handed off clean.
How It Works
Book a Call
30 minutes. Tell me where you are, what's in the way, and what you're trying to build.
Honest Assessment
I'll tell you what I'm seeing and whether there's a fit. No pitch, no pressure.
Scope & Proposal
If there's a fit, Andrew puts together a clear proposal: scope, deliverables, and price.
We Get to Work
Onboarding in 48 hours. A real CFO partner in your corner.
Let's Talk
30 minutes. No pitch.
Book a call and we'll talk through where your business is, what's getting in the way, and whether there's a fit. Straightforward conversation — no commitment required.
Book a Call ↗What to expect