(888) 996-6077
Advisory VS
Operational CFO Support
Advisory VS
Operational CFO Support
Choosing the right level of CFO support can be confusing, especially when services range from high-level advisory to hands-on operational leadership. This comparison chart clarifies the difference between our Advisory CFO Services and our Operational CFO Services, showing exactly what you receive at each level. Whether you need regular financial reviews and strategic insights or a seasoned leader to run your finance function day-to-day, this side-by-side view helps you quickly identify the support that best fits your business.
Advisory CFO
Operational CFO
Focus
Strategic insight, reporting, and guidance.
Day-to-day financial leadership and execution
Engagement Style
External advisor and sounding board.
Embedded leader managing finance function
Core Activities
Analyzing financials, identifying trends, providing recommendations, and preparing reports with commentary.
Overseeing finance staff, managing budgets, cash flow, vendor and banking relationships, and implementing strategy
Deliverables
Regular cadence review calls; professional reports with graphs, tables, and narrative insights.
Full operational oversight; hands-on leadership with ongoing financial management
Time Commitment
Fixed touchpoints (monthly or twice monthly sessions).
Continuous involvement (weekly meetings, direct management)
Stakeholder Interaction
Advisory to CEO, board, or project team.
Direct liaison with lenders, investors, vendors, and internal staff
Best For
- Businesses seeking clarity, accountability, and decision-ready insights without adding staff.
- See Packages.
- Get either through hourly rates.
- Businesses needing interim or fractional CFO leadership to run operations and execute strategy
- See Packages.
Cost
Hourly or Package
Hourly or Package
Take the First Step
Let’s talk about your business and see how we can support you and your vision.