Fractional CFO
SERVICES
Fractional CFO Services Comparison Table
Tier | Basic CFO Oversight (Entry Level) | Strategic CFO Partner (Mid-Level) | Comprehensive CFO Leadership (Advanced Level) |
|---|---|---|---|
Description | Foundational financial oversight for small or early-stage organizations. Ensures financial compliance and supports basic planning needs. | Hands-on financial strategy and planning support for growing businesses. Includes forecasting, analysis, and leadership collaboration. | Full-spectrum CFO engagement for complex businesses needing high-level strategy, modeling, and executive-level involvement. |
Key Services Included |
|
|
|
Estimated Monthly Hours (Remote) | 5–10 hours/month (1–2 hours/week) | 15–20 hours/month (approx. 4–5 hours/week) | 30+ hours/month (1+ day/week) |
Pricing Range (National Benchmark) | $1,500 – $3,000/month | $3,000 – $6,000/month | $6,000 – $12,000+/month |
Ideal For |
|
|
|
- Monthly transaction categorization & reconciliations
Industry Fit
This structure is ideal for businesses across:
Construction • Real Estate • Nonprofits • Retail • Manufacturing • Life Sciences • Technology • Pharmacies • Hospitality • Professional Services
Basic CFO Oversight | Entry Level
$1,500 – $3,000
per month
5–10 hours per month (1-2 hours per week)
Perfect for: Startups, Solo Professionals, Early-stage Nonprofits & Associations, Local Service Firms, Pharmacies
Foundational financial oversight for small or early-stage organizations. Ensures financial compliance and supports basic planning needs.
Included Services:
- Monthly financial statement review
- High-level budgeting & basic forecasting
- KPI tracking & performance review
- Operational insights on request
- Tax & compliance coordination
Ideal for businesses under $5M in revenue
Strategic CFO Partner | Mid-Level
$1,500 – $4,000
per month
15–20 hours per month (4-5 hours per week)
Perfect for: Multi-location Retailers or Hospitality, Growing Construction Firms, Mid-Sized Nonprofits, Tech Startups
Hands-on financial strategy and planning support for growing businesses. Includes forecasting, analysis, and leadership collaboration.
Included Services:
- Monthly strategic financial meetings
- Multi-scenario forecasting
- Budget development & performance analysis
- Cash flow management
- Investor reporting & pitch support
- Pricing & margin analysis
- Financial tech stack consulting
Ideal for businesses under $5M–$20M in revenue
Comprehensive CFO Leadership | Advanced Level
$6,000 – $12,000+
per month
30+ hours/month (1+ day/week)
Perfect for: Manufacturing & Life Sciences, Real Estate Developers & Franchise Groups, Large Nonprofits with Grants/Reporting
Full-spectrum CFO engagement for complex businesses needing high-level strategy, modeling, and executive-level involvement.
Included Services:
- Weekly executive finance meetings
- Advanced modeling & decision analysis
- Transaction support (M&A, due diligence)
- International & multi-entity strategy
- Internal finance team mentorship
- Risk & compliance oversight
- Board meeting prep and participation
Ideal for businesses over $20M in revenue or high complexity
Industry Fit
This structure is ideal for businesses across:
Construction • Real Estate • Nonprofits • Retail • Manufacturing • Life Sciences • Technology • Pharmacies • Hospitality • Professional Services
Basic CFO Oversight | Entry Level
$1,500 – $3,000
per month
5–10 hours per month (1-2 hours per week)
Perfect for: Startups, Solo Professionals, Early-stage Nonprofits & Associations, Local Service Firms, Pharmacies
Foundational financial oversight for small or early-stage organizations. Ensures financial compliance and supports basic planning needs.
Included Services:
- Monthly financial statement review
- High-level budgeting & basic forecasting
- KPI tracking & performance review
- Operational insights on request
- Tax & compliance coordination
Ideal for businesses under $5M in revenue
Strategic CFO Partner | Mid-Level
$1,500 – $4,000
per month
15–20 hours per month (4-5 hours per week)
Perfect for: Multi-location Retailers or Hospitality, Growing Construction Firms, Mid-Sized Nonprofits, Tech Startups
Hands-on financial strategy and planning support for growing businesses. Includes forecasting, analysis, and leadership collaboration.
Included Services:
- Monthly strategic financial meetings
- Multi-scenario forecasting
- Budget development & performance analysis
- Cash flow management
- Investor reporting & pitch support
- Pricing & margin analysis
- Financial tech stack consulting
Ideal for businesses under $5M–$20M in revenue
Comprehensive CFO Leadership | Advanced Level
$6,000 – $12,000+
per month
30+ hours/month (1+ day/week)
Perfect for: Manufacturing & Life Sciences, Real Estate Developers & Franchise Groups, Large Nonprofits with Grants/Reporting
Full-spectrum CFO engagement for complex businesses needing high-level strategy, modeling, and executive-level involvement.
Included Services:
- Weekly executive finance meetings
- Advanced modeling & decision analysis
- Transaction support (M&A, due diligence)
- International & multi-entity strategy
- Internal finance team mentorship
- Risk & compliance oversight
- Board meeting prep and participation
Ideal for businesses over $20M in revenue or high complexity
Ready to Add Executive-Level Financial Strategy?
Let us help you find the tier that fits your needs.
Fractional flexibility. Full-time financial clarity. Request a Consultation to learn how Berndt CPA can deliver CFO-level support—without the full-time cost.
