A fixed fee to fix what the verdict found.
Not every business needs a CFO every month. If the free verdict points to specific problems, I quote the fix as one fixed fee, build it, hand it over and train your person to run it. You own everything it produces.
Most builds take four to six weeks. Quoted in full before you commit, never hourly.
A 13-week cash forecast. Switch the scenario to see the low point move.
Scoped to your file, drawn from this list.
The verdict names which of these matter for your business and what each is worth. The quote covers those and nothing else.
Ledger restructure.
Margin visible by client, job or service line, straight from the accounts.
13-week cash forecast.
The squeeze visible eight to ten weeks before it hits, while there is still time to move.
Budget rebuild.
Built bottom-up from real capacity and real costs, so it holds when the year does not go to plan.
12-month integrated forecast.
Profit, cash and balance sheet together, with scenarios for hires, spend and pricing.
Monthly reporting pack and month end.
A pack you can act on by the 5th, and the month-end process that produces it.
Automation in the finance function.
Reconciliation, reporting and cash tracking that shouldn’t need a person, set up once and running without you.
An example of what gets built.
The monthly pack a full-scope project hands over, with the working model behind it. Click through the four sheets, open the decisions, change the cash floor. Illustrative numbers: no client’s file is ever used in marketing.
Four steps. You know the full cost at step two.
-
01
The free verdict.
Twenty minutes, then the written verdict within 24 hours. It names what’s worth fixing and what each fix is worth.
-
02
One fixed quote.
On the walkthrough call. Scope sets the price, and you see the whole of it before you commit.
-
03
The build.
Usually four to six weeks, from the file already reviewed. Nothing to gather twice.
-
04
Handover.
The model and the pack are yours, and I train you or your person to run them.
Run it yourself, or keep me on as your CFO.
Some owners take what gets built and run it themselves. Others keep me on to run it with them, as their fractional CFO.
- The monthly pack by the 5th, with what needs a decision
- The forecast kept current, and the low point flagged before it arrives
- A standing monthly call, and me on the end of the phone between them
- Your numbers in a client portal, with the model still in your own workbook
- Scoped to what the verdict found. No lock-in: stop any month
This month’s noteCash is comfortable through week 7. The one decision this month is the second project hire: it fits if the retention releases in November as scheduled.
One fixed fee, quoted after your file has been read.
| The call and the written verdict | Free | Twenty minutes, then the verdict within 24 hours. Yours to keep whatever you decide. |
|---|---|---|
| A one-off project | Fixed fee | Scope sets the price, quoted once the verdict has named the work. You know the full cost before you commit. |
| Ongoing, if you want it | Monthly fee | Scoped to what the verdict found. No lock-in. See how the fractional CFO is priced. |
Before you book.
Q01How is the price set?
By scope. The verdict names what’s worth fixing, and I quote the fix as one fixed fee on the walkthrough call. It’s never hourly, so a question never costs you anything.
Q02Do my books need to be clean first?
No. The verdict already shows which numbers can be trusted and which can’t, and the quote is written from that, so nothing about the data is a surprise after you commit. If the books themselves need doing properly, bookkeeping starts with your first month free. See bookkeeping prices.
Q03How much of my time does it take?
Usually two to five hours across the whole project: the walkthrough, a few questions along the way, and the handover. The build happens on my side.
Q04What do I own at the end?
Everything it produces. The model lives in your own Excel or Google Sheets, with every formula and assumption visible, so there’s nothing to subscribe to and nothing that stops working if you stop working with me.
Q05Couldn’t my team, or AI, build this?
They can draft it. The work is in whether it’s built from the right numbers, whether the assumptions hold, and whether it still reconciles when you stake a hire on it. That’s what you’re paying a CFO for, and it’s where most home-built models quietly go wrong.
Q06What if I want help after the build?
Then I stay on as your fractional CFO on a monthly fee, scoped to what you need, with no lock-in. See how the fractional CFO is priced. Or you run it yourself. Both are the project working as intended.
Book the twenty minutes.
Free. A written verdict on your finance function within 24 hours. Yours to keep whatever you decide.
Need the books done first? Bookkeeping, first month free, no card needed. See bookkeeping
What happens next.
- 01You pick a time for the 20 minute call, straight after a short form.
- 02Nothing to prepare. Twenty minutes, phone or video, whichever you prefer.
- 03If the review is worth doing, your written verdict lands within 24 hours, then a 45 minute call where I walk you through it.
Your first month is free.
Your first month is free, including cleanup back to 1 July within 48 hours of your invite. No card needed. Then a fixed monthly fee, a close every month and a monthly CFO note on your numbers. Signed up in two minutes, no sales call.
Need more than the books? See the fractional CFO service
How it runs.
- 01Today. Pick your tier and invite Liam to your Xero file. No card needed.
- 02Within 48 hours. The file is cleaned up back to 1 July, every transaction coded.
- 03Within the week. Your first CFO note, then reconciled every week and closed by the 5th.