Senior-level financial strategy — without the full-time cost.
A full-time CFO for a growing organization can cost $120K–$180K a year before benefits. Your CFO Friend delivers the same strategic clarity, the same depth of partnership, and the same board-ready reporting — at a fraction of that investment. And it's the kind of fiscally responsible decision your board can feel genuinely good about.
Interior Design
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New Construction
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Renovations
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Remodels
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Commercial Design
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Interior Design ✳︎ New Construction ✳︎ Renovations ✳︎ Remodels ✳︎ Commercial Design ✳︎
Who it's for
For leaders who need consistent financial oversight, clear reporting, and a trusted thought partner — without the overhead of a full-time hire.
What's included
Monthly financial close and review. Cash flow monitoring and forecasting. Board meeting prep and financial talking points. Fund and grant tracking. 990 preparation support. Monthly strategy call — just the two of us.
Investment
Retainer engagements are priced based on the complexity and scope of your organization's needs. Most clients invest a few thousand dollars per month — a fraction of what a comparable full-time hire would cost. We'll talk through what's right for you on the Clarity Call.
Who it's for
For organizations at an inflection point — growing revenue, growing complexity, and a leader who needs a true strategic thought partner in their corner.
What's included
Everything in Core, plus: strategic financial planning and scenario modeling. Audit preparation and support. Fundraising financial modeling. Leadership financial coaching — so you grow in confidence alongside your organization.
Investment
Growth engagements reflect the increased scope and strategic depth involved. We'll scope this together on the Clarity Call based on what your organization actually needs.
Popular
Project-based work
Not ready for a retainer, or need focused help on one thing? These engagements address your most pressing needs without a long-term commitment.
Project types
Audit preparation. Budget buildouts. Financial systems setup. Grant reporting support.
Each project is scoped individually. Reach out and we'll talk through what you need and what it would take.
Not sure which option is right for your situation? That's exactly what the CFO Clarity Call is for. In 30 minutes, we'll talk through where you are, what you actually need, and whether we're a good fit. No pitch. No pressure. Just clarity.
2025
New York
The Atlast Project →
“Communication was top-notch and the final outcome was even better than we imagined. A great experience all around.”
Former CustomerGet In Touch
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