Fractional CFO Pricing: Transparent & Tailored
Our fractional CFO pricing is designed to be transparent and flexible. We offer fixed monthly pricing where possible, and custom quotes for project-based and strategic engagements. Whether you need ongoing fractional CFO pricing or engagement-based rates, we tailor every proposal to your needs.
The Financial Snapshot Assessment is a $2,500 flat fee. If you engage DMW Advisory for ongoing services, the $2,500 is credited toward your first month’s retainer.
Accounting &
Bookkeeping
Starting at: $950/mo
- Bookkeeping (accrual or cash basis)
- Month-end close & reconciliations
- Client invoicing, payroll, bill pay
- Clean financial reporting, ready for audit or tax
- Ongoing accounting support & cleanup
Not included: forecasts and budgets (FP&A), CFO-level strategy, and tax returns, which stay with your CPA.
Financial Planning &
Analysis (FP&A)
Starting at: $1,750/mo
- Budget creation & rolling forecasts
- Cash flow modeling & runway analysis
- KPI dashboards & unit economics
- Monthly reporting & variance analysis
- Scenario planning for hiring, pricing, or fundraising
Not included: day-to-day bookkeeping and the month-end close (Accounting & Bookkeeping), and CFO-level strategy such as capital allocation and board reporting.
Fractional CFO
Services
$4,000 to $6,500 per month. Flat monthly fee, scoped to your needs.
- Capital allocation & strategic finance support
- Fundraising, board, and investor readiness
- Cash flow strategy & working capital optimization
- Strategic planning & leadership collaboration
- Board reporting, decks, and financial narratives
Not included: day-to-day bookkeeping and the month-end close (Accounting & Bookkeeping), and tax returns, which stay with your CPA.
Specialized Projects & Support
Custom Quote
- Financial Modeling & Valuation
- Systems Implementation (ERP, payroll, dashboards)
- Pitch Deck Creation (messaging + metrics)
- Ad hoc strategic finance support
- Fundraise prep & investor materials
- Custom reporting & operational metrics
General Client Profile
Clear Business Model & Capitalized
Revenue-generating, or bootstrapped with a clear path to sustainability. These clients know what they’re building and just need the right finance infrastructure to support it.
Needs Strategic Financial Direction
The business model is sound, but financial operations are messy, under-resourced, or reactive. These clients often lack clarity around cash flow, runway, or growth levers, and need structure to get back on track.
Riding a Strong Industry Tailwind
These clients are growing businesses thanks to market momentum in hot sectors. With growth comes complexity, and they need scalable finance support to keep pace.
Looking for a Long-Term Strategic Partner
Fed up with fragmented or low-touch vendors, these clients want a hands-on, full-service finance partner who can evolve with them, offering strategic guidance, day-to-day reliability, and long-term alignment.
More Strategic Than Bookkeepers. More Scalable Than In-House
Our model is built for founders who want high-touch, long-term support, from early growth through exit. We deliver full-service accounting, FP&A, and strategic CFO guidance without the cost of an in-house team.
Cheap Bookkeeping Firms & Freelancers
Good for sole proprietors or small businesses with simple needs and minimal financial complexity.
DMW Advisory
Built for growing businesses that need proactive, strategic finance guidance. We bring full-stack support, bookkeeping, forecasting, dashboards, and CFO insight, in one streamlined, high-touch package.
In-House Accounting & Finance Department
Best for large companies with thousands of employees and multi-entity complexity. High cost, but suitable for teams that require full-time, embedded finance personnel.