Buy the finance function your stage actually needs.
Four packages, built around one outcome each: clean books, runway visibility, investor reporting, or decision support. Start where you are and expand as complexity grows.
Prices are starting points, not binding quotes. For context, 2026 fractional-CFO engagements commonly run from roughly $2,000 to $20,000+ per month depending on stage and complexity, with early-stage work often landing between $3,000 and $12,000. WGF starts lower on purpose — and prices complexity honestly once it is visible.
The Expansion Path
One package at a time, in the order complexity arrives.
01Foundation
Get the books accurate and current before anything is built on top of them.
02Runway
Turn accurate books into a live view of burn, cash timing, and months remaining.
03Investor-Ready
Package the numbers for investors, boards, and diligence without a scramble.
04Strategic CFO
Use the numbers to model scenarios, plan capital, and make the hard calls early.
Eligibility screening and documentation for qualifying US research spend.
Per claim year
Fundraise & diligence project
Data room, historical financials, and question-response support through a round.
Fixed project fee
Standalone financial model
A driver-based model built once, without a recurring CFO engagement.
Fixed project fee
Added entities, states, or currencies
Extra complexity in the recurring scope: entities, jurisdictions, or accounts.
Added to monthly
Before a Quote
Eight questions that set the price.
Scope is confirmed against real numbers, not assumptions. Answering these on the first call is usually enough to quote accurately.
What stage is the company in, and how much capital has been raised?
What accounting system is in use today?
How many bank, credit-card, payroll, and operating accounts exist?
Are the books current and reconciled?
What does the founder need to know every month to make decisions?
Is a board meeting, fundraise, audit, tax filing, or diligence event coming up?
How often is finance support expected?
Are there multiple entities, states, currencies, or cap-table instruments?
Eligibility-Based Option
Free Until Profitable is separate — and not automatic.
Selected early-stage setup work may qualify for a deferred-fee structure. It is not financing, not a guarantee, and not available to every founder. Eligibility depends on scope, stage, risk, records, capacity, and a signed written engagement.
No. Each price is a starting point. The final scope and fee are confirmed after reviewing transaction volume, entities, accounting systems, payroll, reporting cadence, and decision-support expectations.
Which package should an early-stage startup choose?
Pre-seed and pre-revenue companies usually start with Foundation. Seed or recently funded companies that need runway visibility start with Runway. Companies with investors or a board start with Investor-Ready.
Is historical cleanup included in a monthly package?
No. Cleanup and catch-up work is quoted separately based on how many months of history need attention, and then the company moves into a recurring monthly close.
Is tax preparation included?
No. Tax preparation, filings, and R&D tax credit claims are scoped and quoted separately unless a signed engagement explicitly includes them. Monthly packages deliver a clean year-end package for the tax preparer.
Can a company move between packages?
Yes. Each package builds on the one before it, so reporting, modeling, tax-credit support, and strategic CFO work can be added as complexity grows.
What is not included in any package?
Third-party software, filing fees, taxes, audit fees, and out-of-pocket expenses are never included unless the signed engagement explicitly lists them.