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Standalone Service
Fractional CFO
Embedded financial leadership for businesses that have outgrown standard CPA advisory but aren't ready for a full-time CFO. Direct relationship with Josh Mauer. Not bundled with any base membership.
$4,500/monthor $54,000/year
Pricing and scope are confirmed in a scoping call, not over chat. The price above is the standard monthly retainer; specific scope is built around your business in a 30-minute call with Josh.
What's Included
- Monthly close support — books reviewed and validated before they're signed off on
- KPI dashboard tailored to your business model
- Quarterly board-ready financial package
- Cash flow forecasting (rolling 13-week)
- Capital structure and financing advisory
- Banker, investor, and lender liaison
- Strategic tax planning integrated with operating decisions
- 8–15 CPA hours per month, direct with Josh
What's NOT Included
- — Bookkeeping (posting entries, reconciling accounts, correcting books) — bring your own bookkeeper or QBO file
- — Tax return preparation — this is membership work, sold separately
- — Audit, attest, or assurance services
Already scoped this with Josh?
If you've had the scoping conversation and you're ready to subscribe, start here.