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.”
“I subscribed a few days ago and am enjoying the email sequence. It truly provides a lot of value. I have no doubt that as I continue, I’ll turn to your business for guidance and resources.”
Two ways to go further.
The free kit gets you set up. When you have a client to serve, these do the heavy lifting.
The Client-Delivery Vault
Eight client-ready Excel models: the 13-week cash flow, the 3-statement model, the KPI dashboard, cash runway, and more. The finished files clients pay you to build. See the Vault →
The Fractional CFO Delivery System
The full system: positioning, pricing, landing clients, and the delivery work that keeps them. Includes the Vault. Founding cohort starts September 8. See the course →
Learn the work before you spend a dollar.
Straight answers on becoming a fractional CFO, what the work pays, and where the role fits. Not sure it is for you? Try the two-minute should-you-go-fractional calculator.
How to become a fractional CFO
The full path from senior finance seat to working practice: what you need, the seven steps, and what it pays.
How much do fractional CFOs charge?
2026 retainers, hourly rates, and diagnostic fees, plus how to set your own three tiers without guessing.
Fractional CFO vs bookkeeper vs controller
What each role does, what each costs, and the career ladder from the books to the strategy seat.
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.