Skip to main content
Engagements & pricing

Defined scope. Clear investment. No hourly billing.

Choose a defined assessment, project, or ongoing leadership engagement. The scope, fee, and result are agreed before work begins.

Advisory assessment

Investment · USD

$7,500–$20,000

A defined diagnostic engagement. We look at how finance actually operates today, what is breaking, and what has to be fixed in what order.

Best for

Businesses that know something is wrong but want a prioritised plan before committing to a larger programme.

Typical scope

  • Current-state review of close, reporting, cash, systems, and controls
  • Interviews with finance, operations, and leadership
  • Findings with risks, gaps, and root causes rather than symptoms
  • A sequenced roadmap with owners, dependencies, and timing
  • A working session to walk leadership through it

Example outcomes

  • Prioritized risks and gaps
  • A sequenced roadmap with owners and timing
Timeframe
Typically 2–4 weeks
Billing
One-time, fixed fee

Fractional financial leadership

Investment · USD

$4,000–$12,000/month

Ongoing CFO or controller-level leadership at a defined monthly commitment, with named responsibilities rather than open-ended hours.

Best for

Businesses that need senior financial judgement in the room, but do not yet need a CFO inside the business five days a week.

Typical scope

  • Monthly management reporting and the narrative that goes with it
  • Budgeting, forecasting, and scenario modelling
  • Board, lender, and sponsor reporting
  • Working-capital and cash management
  • Support and development for the existing accounting team
  • Availability for the decisions that come up between cycles

Example outcomes

  • A recurring leadership reporting package
  • Forecast and cash reviews with accountable owners
Timeframe
Ongoing, reviewed quarterly
Billing
Fixed monthly fee

Defined project work

Investment · USD

$10,000–$60,000

A specific outcome with a specific scope. Priced as a project, not as a stream of hours.

Best for

A known problem with a known shape — a reporting rebuild, a forecast model, an ERP selection, a controls redesign.

Typical scope

  • ERP assessment and selection
  • ERP implementation management on behalf of the business
  • Management reporting redesign
  • Forecasting and cash-flow model build
  • Dashboard and BI implementation
  • Process and internal-control redesign

Example outcomes

  • An agreed model, system, or process in use
  • Documented handover and team training
Timeframe
Typically 4–16 weeks
Billing
Fixed project fee

Finance transformation

Investment · USD

Scoped individually

A larger programme where systems, process, reporting, and team structure all move together, usually over several quarters.

Best for

Businesses replacing an ERP, integrating acquisitions, or rebuilding the finance function ahead of a transaction.

Typical scope

  • Multi-workstream programme with a single accountable lead
  • Systems, process, reporting, and controls in one plan
  • Change management and training built into the schedule
  • Regular steering-committee reporting

Example outcomes

  • A coordinated finance and systems roadmap
  • Reporting, controls, and team routines embedded
Timeframe
Typically 2–4 quarters
Billing
Phased, fixed fee per phase

These are our published investment ranges in U.S. dollars. Every engagement is scoped and quoted individually before work begins. Complexity, responsibilities, and deliverables determine the fee; example outcomes describe the work, not guaranteed financial results.

What moves the number

Engagement cost follows complexity, not headcount.

These are the factors that determine where a quote lands inside the published range.

  • Revenue and transaction volume
  • Number of legal entities and consolidation requirements
  • Number of locations
  • Current systems and the state of the data in them
  • Inventory and costing complexity
  • Reporting requirements from lenders, sponsors, or a board
  • How often leadership needs support, not just deliverables
  • ERP scope, if a system is in play
  • Whether a financing event or diligence is on the calendar
Billing

No hourly billing.

You should be able to call your advisor when a decision matters without wondering whether a stopwatch just started. Projects carry a defined scope, a defined outcome, and a defined investment. Fractional engagements carry a defined monthly commitment, defined responsibilities, and a defined fee.

Projects

Defined scope. Defined outcome. Defined investment.

You know what is being built, what it costs, and what exists when it is done — before the work starts.

Fractional engagements

Defined monthly commitment. Defined responsibilities. Defined fee.

Call when the decision matters. The fee does not change because you needed your advisor twice that week.

The alternative

What does building this capability internally look like?

A growing business often needs parts of several senior roles before it needs every role full time.

RoleWhat it owns
Chief Financial OfficerFinancial leadership, planning, capital, board
Director of FP&ABudgeting, forecasting, analysis
Senior ControllerClose, reporting, controls, team
ERP ManagerSystem ownership, configuration, roadmap
Financial AnalystMargin, variance, modelling
BI / Data AnalystDashboards, data pipelines, reporting layer

Fractional and project work supplies the expertise the business needs now. It strengthens the finance team; it does not replace one.

Get started

Most engagements begin with an assessment.

An assessment gives you a sequenced plan you keep. If the problem and scope are already clear, we can discuss a defined project or ongoing leadership directly.