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FLEXIBLE AND STRAIGHT-FOWARD

Pricing

We want businesses of all sizes to be able to benefit from expert financial leadership.  Our pricing is designed to be flexible to match yyour company’s size and needs. If you don’t see the pricing your expect below, give us a call and we can design a package specifically for you. 

Monthly Financial Check-Up

We prepare a monthly financial packet with your profit and loss, balance sheet, and cash flow statement.  We also include certain KPIs and trend analysis consistent with your business size and goals.  We spend an hour with your executive team each month to review the packet.  Price is dependent on size of company and number of KPIs included in analysis.

as low as

$395/month

FREE CONSULT

The CFO Hotline

On-demand consultation with a seasoned financial expert. A quick-access advisory service — like a trusted therapist for your business finances. Bring your questions, ideas, and plans, and we’ll work through them together. Sessions deliver objective feedback and practical guidance to refine your strategies and make informed decisions in real time.

$190/hour

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Fractional CFO Services

Together we determine what the scope of the engagement will be in terms of oversight duties and hours allotted.  This service is provided on a remote basis and is perfect for the management of an in-house finance team.  We set a time commitment based on the duties and your budget.

$125-200/hour

for a monthly package, click here

Interim CFO Services

Contact us to discuss your Interim CFO needs and we can put together a structure that works for you.  Remote Interim Services can be provided nation-wide.  On-Site Interim Services would require deeper conversations. 

What is the difference between Fractional and Interim?
Fractional CFOs are typically a longer commitment in terms of months working with your company- consider it a part time CFO.  An Interim CFO would be closer to full time, but for only a short period of time, as in times of transition or per the lifetime of the project they are a part of.

$175-275/hour

FREE CONSULT

Advisory Services

Our ongoing advisory services provide consistent, high-level financial insight and strategic guidance. Whether serving as a board member or meeting regularly to review your business’s performance, we offer an objective perspective on the state of the company and its future plans. These sessions help leadership stay aligned, identify opportunities, and make informed decisions with confidence.
DUE TO VARIABILITY

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FREE CONSULT

Annual Planning Facilitation

We facilitate your entire annual planning process.  We provide

  • Pre-retreat meetings to gain context and set goals for retreat
  • Three-days of the retreat*
  • A wrap-up report and (4) an operating model based on meeting outcomes.

Optional Add-On Services: we can use our extensive network to plan your entire offsite planning meetings including venue selection, meal coordination, and team-building activities.
Hotel, airfare, and transportation would be additional to the base price.
*price is based on our recommendation of a three-day set of meetings.  However, we can do shorter sessions; contact us to discuss your request.

THREE-DAY OFF-SITE+

$12,400

FREE CONSULT

SMALL BUSINESS

Annual Planning Facilitation

We facilitate your annual planning retreat.  This package is focused on small companies* with less than 7 participants.  This is a 1.5 day event and can be conducted remote at the company’s request.  This includes (1) limited pre-retreat meetings to gain context and set goals for process (2) one and a half days of the retreat, and (3) the wrap-up report. 
Optional Add-On Services: let us plan the logistics of your entire offsite meeting/leadership retreat including venue selection, meal coordination, and team-building activities.
Hotel, airfare, and transportation would be additional to the base price.  
*”small companies” are determined at the discretion of Finstravi.  This can be defined by revenue size and/or employee count.

$395/month

FREE CONSULT