Advisory built for the
SMB finance reality
Every engagement is structured to generate measurable ROI before the next step begins. Start with a diagnostic. Build on evidence. No vendor sponsorship — ever.
The engagement ladder
Four engagement types that form a structured progression — each building on the last, each designed to deliver clear value before the next begins.
Readiness Audit
Comprehensive assessment of your current finance stack, data quality, team capabilities, and AI readiness. Delivers a scored maturity assessment and a prioritized, actionable gap analysis.
- Duration
- 1–2 weeks
- Investment
- $2,500–$10K
Productized entry point. Identifies exactly what to address before any tool investment — and typically uncovers issues that would have caused an implementation to fail.
Build
End-to-end implementation: vendor-neutral tool selection, configuration, workflow design, dashboard creation, and handoff documentation. Structured around your actual use cases, not vendor demos.
- Duration
- 6–12 weeks
- Investment
- $25K–$75K
Core implementation engagement. Every build generates documented before/after metrics that form the evidence base for future advisory work.
Embed
Monthly retainer covering model tuning, team training, tool optimization, and strategic advisory as your business evolves. Includes regular reviews of AI tool ROI against documented benchmarks.
- Duration
- 3–12 months
- Investment
- $5K–$15K/mo
Recurring partnership. Converts project-based ROI into compound, measurable improvement over time.
Fractional AI-FP&A Lead
Strategic leadership plus hands-on execution at 10–20 hours per week. Serves as your embedded AI finance partner — owning the roadmap, managing implementations, and developing internal capability.
- Duration
- 6–12+ months
- Investment
- $8K–$20K/mo
The highest-commitment, highest-return engagement. Designed for companies actively transforming their finance function, not just deploying a tool.
Start with the Readiness Audit
The most common reason AI finance projects fail — 80% of them, according to FinTellect AI — is poor data quality and organizational unreadiness. The Readiness Audit exists to tell you the truth before you invest in a platform.
The audit covers eight dimensions: data infrastructure, chart of accounts consistency, historical data completeness, system connectivity, workflow documentation, governance, access controls, and close cycle performance. You receive a scored assessment, a gap-priority ranking, and a vendor-neutral roadmap.
Fixed scope. Fixed deliverable. Completed in one to two weeks. The right starting point for any company considering AI finance investment.
Inquire about an AuditProductized services
Fixed-scope engagements with defined deliverables and transparent pricing. Fast to start, clear on what you get.
AI-FP&A Readiness Assessment
$2,500–$5,000Fixed-scope diagnostic with scored output across 8 dimensions of data and organizational readiness. Includes vendor-neutral tool recommendations calibrated to your actual maturity level.
90-Day FP&A AI Transformation Roadmap
$10,000–$15,000A complete strategic plan for your AI finance implementation: sequenced milestones, vendor-neutral tool recommendations, success metrics, and risk mitigation built in.
CFO Dashboard-in-a-Day Workshop
$3,000–$5,000 per companyA half-day intensive that builds a complete financial dashboard for your business — connected to live data, accessible to your CEO, and documented for the team.
FP&A Template Library
$200–$1,000 per setAI-enhanced forecasting models, driver-based budget templates, board deck frameworks, and variance commentary structures — all designed for companies under $50M revenue.
Annual Finance AI Audit
$5,000–$10,000Yearly review of your AI tool ROI against documented baselines, identification of optimization opportunities, and a forward-looking roadmap for the next 12 months.
On pricing
Fractional CFO rates have established market anchors at $175–$450 per hour. Independent AI consulting runs $150–$500+ for senior specialists. The intersection of deep finance strategy expertise and practical AI implementation capability is genuinely rare — and priced accordingly.
Every engagement is scoped with a specific outcome in mind. You will not receive a vague retainer that generates activity without demonstrable results. Baseline metrics are documented before each engagement begins. ROI is measured and reported at 90 and 180 days.
If an engagement is not the right fit, I will say so — and recommend what is. That includes recommending no engagement at all when a company's data infrastructure is not ready. Honest advice is the only kind that generates referrals.
Ready to find out where you stand?
The Readiness Audit is the right first step for any company considering AI finance investment. Fixed scope, clear deliverable, honest output.
Inquire about a Readiness Audit