Retainer Packages

Monthly On-going CFO Support


Retainer Packages

Starts @ $2500/month

Professional Services to Help Your Small Business Succeed

Essential CFO

Starts at $2500/mo*

・Analysis of business financials 
・1:1 Monthly call to review the current state of business financials
・Financial decision making and analysis
・Basic email support
・Budget development
・Financial review 2x/year 
・1 time presentation of financial scorecard 
・1 authorized contact outside of monthly meeting 

Growth CFO

Starts at $3500/mo*

Includes the Essential Package plus:
・Two 1:1 financial and operational  review meetings per month
・Budget development and monthly review
・Quarterly financial statement review 
・Bi annual forecasting
・Unlimited email support
・Review and recommendations for improvement of financial infrastructure 
・3 authorized contacts outside of monthly meeting

Comprehensive CFO

Starts at $5000/mo*

Everything included in Essential and Growth plus:
・Weekly support calls
・Participation in operational and strategic meetings as needed 
・Department level budgeting (if applicable)
・Onsite support (where available)
・Unlimited email support
・Monthly financial statement review and analysis 
・13 week forecasting 
・Actively work/implement financial recommendations
・Development of financial strategy

Don’t see a plan that fits your needs? Contact me so I can develop a custom proposal.

In Person Meetings are Available. 

*All services require a minimum 3 month commitment. 

For more information, please refer to our FAQ page.

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Learn how Candor Financial Consulting can provide financial solutions
for your businesses’ needs.