The Fractional CFO Starter Kit. Three tools to start or grow your practice.
A client engagement letter, a pricing framework, and a monthly operating checklist. It's the same paperwork I use with my own clients. Yours free.
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No spam, unsubscribe anytime. The templates are US-generic and for education. Check them with your own advisor before using them with a client.
Three tools you can use this week.
Not theory. The actual documents I run a practice on.
Engagement Letter & Scope
A client-ready agreement with the scope, the carve-outs for audit, tax and fundraising, payment terms, and liability language. It protects your time and gets you paid.
Pricing Framework
A three-tier setup: a paid diagnostic, tiered monthly retainers, and project work priced on its own. Plus the rules that get you off hourly billing.
Monthly Cadence Checklist
The close, report, review and forecast rhythm that keeps your value visible every month and keeps clients renewing.
“I built this from the paperwork I actually use. The engagement letter, the pricing tiers, the monthly rhythm. It’s how I go from a first call to a client that stays.”
Get the Starter Kit free
Three tools, one email. Everything you need to sound like you’ve done this before on your next client call.