Part-time CFO Pricing

Affordable financial expertise for small businesses.

You’re ready to stop worrying about the numbers and start leading your business. Hiring a full time CFO doesn't make sense for your organization, but that doesn't mean you have to make decisions based on bad information. There is another option.

For one affordable, predictable monthly fee, we help you fix the finances while coming alongside you to teach you what you need to know. Whether you need just a little, or a lot of help in taking the mystery out of business performance, we have a part-time CFO package to meet you where you are on your journey of business leadership.

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Cash Flow Forecasting
Budget Creation
Reporting & KPI Tracking
Accounting Review
CFO Strategy Sessions
Controller Oversight
Advanced Financial Modeling
Scenario & Long-Range Planning
Profitability & Growth Strategy
Financing & Capital Support
Executive-Level Strategic Support
Purchase or Sale Due Diligence

Best for your first CFO partnership CFO Strategic
^$7,500 / Month *

Included
Annually
Custom
Advanced
Up to 4 / Month
Advanced
Included
Included
Included
Included
Included
As Needed

Best for staying on track with an existing financial strategy CFO Essentials
^$5,500 / Month

Included
Annually
Standard
Standard
Up to 2 / Month
Standard
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* Services are tailored to your business needs and priorities throughout the engagement. Checkmarks indicate services included within the scope of each offering; they do not represent services performed every month. The specific mix and cadence of services will vary based on your business needs and are specified in the Statement of Work.

The first step to leading your business with confidence is having a free, no-commitment consultation with a Lucrum representative.

During the consultation we will:

Review your financial health check and discuss outliers and opportunities
Discuss where you see your business in 5 years, anything you’d like to fix and anything else you think would be helpful for us to know
Answer questions about Lucrum’s educational approach and our services

No Judgment
It can be intimidating to give someone a look behind the curtain at your business. Don't worry, we've seen it all. We're here to help you, not judge. We understand how exposed it can feel to share your books with a stranger.

After that meeting, we will be able to help create an Action Plan with next steps and a monthly budget that makes sense for your situation.

When you are able to make confident business decisions based on reliable data, you will wonder why you waited so long to start!

Meet Our Fractional CFOs

Over 100 years of combined experience takes the guesswork out of your business’ financial future. Our CFO consulting services go beyond helping you deal with the financial details. We teach you what you need to know so that you can lead confidently.