A real CFO is more than fancy reports. The engagement covers three operating layers — the work that actually moves the business forward.
Multi-state work across all 50 states.
Price scoped upfront. No hourly meter.
Answers within one business day.
Available beyond tax season. Quarterly check-ins.
Every engagement follows the same disciplined path. You always know what is next, and you always know who is doing it.
A complimentary 30 minutes. We scope what you actually need — and tell you straight if we are not the right fit.
Clear scope, deliverables, and a flat fee quoted upfront. No surprises. No hourly meter spinning in the background.
Discovery deep-dive: 90-min ops review, 5-year P&L analysis, KPI baseline. First strategic memo and dashboard delivered within 30 days.
Monthly CFO call with leadership + on-demand availability throughout the month. Quarterly board prep included.
We raised our Series A six months after Milestone started. The model we walked into pitches with came out of their CFO engagement — every number defensible, every scenario stress-tested. Two of our top-three lead investors specifically said the financials were the cleanest they had seen from a Series A.
— CEO, Bay Area SaaS Company
Series A, $8M raise · Milestone CFO client since 2024
Typically $2M+ in revenue, or any business preparing for outside capital, an exit, or a major operational shift. Below $2M, our Strategic Finance lite engagement (KPIs + quarterly review) usually fits better.
A full-time CFO at Bay Area comp runs $250–400K + equity. Fractional CFO is typically $5–12K/month for the same strategic firepower at 25–40% of a full-time CFO's hours. You get senior-level work without the W-2 commitment until the business actually needs it five days a week.
Yes — we present at board meetings, prep board packages, run audit committee interactions, and handle investor communications when needed. About half our CFO clients have us in that seat.
We coordinate the 409A with a third-party valuation firm (mandatory for safe harbor). We supply the inputs, defend the assumptions, and integrate the output into your cap table and option pricing.
Most CFO engagements run alongside an existing bookkeeping function — yours or ours. We do not replace transactional work; we add the strategic layer above it.
Discovery call within 3 days. Engagement letter within a week. First strategic deliverable (financial model, KPI dashboard, or whatever your most urgent need is) within 30 days.
A complimentary 30-minute call. Describe where the business is and where you want it to be in 18 months — we will tell you straight whether a fractional CFO is the right next move.
