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Fixed-Fee Projects Monthly Retainers Big Four Rigor AI-Native 50% Deposit
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All pricing shown is the engagement-rate price — final fees are scoped and confirmed in discovery. Monthly retainers are quoted separately and vary by complexity. Clean books are a prerequisite for all retainer engagements.
Monthly Retainer Services
Ongoing CFO engagement — custom-scoped, month-to-month · 5 services
Advisory Light
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13-week rolling cash flow, variance reporting, 1 financial model, monthly strategy call. Ideal for early-stage companies needing foundational financial infrastructure.
13-wk cash flow · monthly variance report · 1 model build · monthly CFO call. 8–10 hrs/mo internal benchmark.
$4,000
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First month invoiced upfront · No fixed term · Clean books required
Advisory Standard Most Common
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Full FP&A, KPI dashboard, board pack, scenario planning, bi-weekly CFO calls. The full financial operating system for growing companies.
Full FP&A · KPI dashboard (Fathom/Spotlight) · board pack · scenario planning · bi-weekly calls. 12–16 hrs/mo benchmark.
$5,500
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First month invoiced upfront · No fixed term · Clean books required
Strategic Partner Flagship
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Everything in Advisory Standard plus weekly updates, board attendance, controller oversight, and full strategic integration. Casper functions as a true C-suite partner.
All Advisory Standard + weekly updates · board attendance · controller oversight · full strategic integration. 18–22 hrs/mo benchmark.
$7,500
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First month invoiced upfront · No fixed term · Clean books required
Fractional Controller Oversight
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Add-on to any retainer. Requires existing AP staff + bookkeeper + QBO/Xero. Casper reviews and signs off — never prepares underlying work.
Month-end close review · journal entry oversight · internal controls design · FS sign-off. Requires existing books staff in place.
$1,500
Add-on
KPI Dashboard & Board Reporting (Standalone)
Management dashboard in Fathom or Spotlight + board-ready narrative report. Standalone if not on Standard/Strategic retainer.
$2,500
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Technical Accounting
ASC standards implementation — Big Four rigor, fixed-fee · 9 services

Day-to-Day / Founder & Operator

ASC-606 Revenue Recognition
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Revenue recognition policy memo, contract analysis, journal entries, and audit-ready documentation. Required for most SaaS and professional services firms.
Policy memo · contract analysis · journal entries · audit documentation. SaaS / professional services.
$12,000 · $6,000 upfront
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ASC-718 Stock Compensation
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Options, RSUs, warrants — FMV memos, Black-Scholes modeling, expense schedules, and disclosure. For VC-backed companies with equity plans.
Options, RSUs, warrants · FMV memos · Black-Scholes · expense schedules · disclosure.
$8,000 · $4,000 upfront
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ASC-842 Lease Accounting
Lease classification · ROU asset and liability modeling · disclosure schedules. Usually one-time implementation.
$6,000 · $3,000 upfront
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ASC-470/480 Debt & Equity Analysis
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Convertible note classification, SAFE analysis, preferred stock classification, debt/equity bifurcation. For VC-backed or pre-IPO companies.
Convertible notes · SAFE analysis · preferred stock · bifurcation memos · classification analysis.
$10,000 · $5,000 upfront
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Cap Table Modeling & Dilution Analysis
New round modeling · option pool shuffle · full dilution waterfall · convertible conversion scenarios.
$5,000 · $2,500 upfront
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Deal & Transaction Related

ASC-805 Purchase Price AllocationHigh Complexity
Post-acquisition PPA · goodwill calculation · intangible asset identification and valuation · opening balance sheet.
$20,000 · $10,000 upfront
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ASC-810 Consolidation & VIE Analysis
VIE assessment · new subsidiary accounting · joint venture structure · noncontrolling interest.
$15,000 · $7,500 upfront
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ASC-815 Embedded DerivativesHigh Complexity
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Embedded derivative bifurcation and valuation in complex debt instruments. Requires Big Four-level judgment. High barrier to entry for generalist advisors.
Bifurcation analysis · complex debt instruments · derivative valuation · host contract accounting.
$14,000 · $7,000 upfront
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Multi-Standard Transaction PackageFull Package
805 + 810 + 470 + 480 combined. Full technical accounting coverage for complex M&A or financing transactions.
$40,000 · $20,000 upfront
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AI-Powered Finance Systems Build
Automated close workflows · Python-based reporting · real-time dashboard integrations (QBO, Stripe) · playbooks for your team.
$20,000 · $10,000 upfront
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M&A Financial Modeling
Buy-side and sell-side · transaction support · 50% deposit required · 5 services
M&A Model — Buy Side
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3-statement acquisition model, synergy analysis, accretion/dilution, IRR/MOIC, debt capacity waterfall. Built to hold up in a data room. 30–50 hrs internal.
3-statement model · synergy analysis · accretion/dilution · IRR/MOIC · debt capacity waterfall.
$15,000 · $7,500 upfront
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M&A Model — Sell Side
Company model · normalized EBITDA bridge · revenue quality analysis · management presentation financials packaged for buyers.
$20,000 · $10,000 upfront
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Full Transaction AdvisoryFull Process
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Both buy and sell-side models plus weekly process calls during active transaction, LOI financial review, and data room management. 60–100 hrs.
Buy + sell models · weekly process calls · LOI review · data room financial management. 60–100 hrs internal.
$35,000 · $17,500 upfront
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Earn-Out Modeling
Earn-out structure analysis · performance tracking model · milestone scenario analysis · dispute support calculations.
$15,000 · $7,500 upfront
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Post-Close Integration (ASC-805)
PPA under ASC-805 · opening balance sheet · goodwill and intangibles accounting · synergy tracking model · 12-month integration dashboard.
$15,000 · $7,500 upfront
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Quality of Earnings (QoE)
Flagship transaction service — EBITDA normalization · revenue quality · diligence · 3 services
QoE — Sell Side (Full)Flagship
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EBITDA normalization, revenue quality analysis, gross margin decomposition, working capital peg, debt/debt-like items, cash-to-EBITDA bridge, management presentation. 44–72 hrs.
EBITDA normalization · revenue quality · WC peg · management presentation · all diligence components. 44–72 hrs.
$40,000 · $20,000 upfront
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QoE — Buy Side (Full)Premium
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Adversarial review: challenge all add-backs, revenue sustainability, cost validation, red flag identification, adjustments memo. 15–25% premium over sell-side due to tighter timelines.
EBITDA bridge challenge · revenue sustainability · cost validation · red flags · findings memo. 44–68 hrs. 15–25% premium.
$50,000 · $25,000 upfront
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QoE Lite — Readiness Assessment
EBITDA normalization · top add-backs · WC quick view · readiness memo · 1 debrief call. Ideal 12–24 months pre-transaction.
$15,000 · $7,500 upfront
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Exit Readiness
For founders with a transaction on the horizon · 3 packages
Exit Lite — Valuation Foundation
EBITDA normalization · valuation scenario model (low/mid/high) · exit readiness memo · debrief call. 18–36 months pre-exit.
$15,000 · $7,500 upfront
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Exit Standard — Full Data Room PackageMost Common
QoE Lite + revenue quality + WC peg + data room financials (3 years) + exit memo + action plan. 6–18 months pre-exit.
$28,000 · $14,000 upfront
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Exit Premium — Full Process SupportHighest Value
Full sell-side QoE + retained CFO through close + buyer Q&A + LOI/PA financial review + weekly calls. Active sale process.
$45,000+ · $22,500 upfront
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Capital Raise Support
Investor-grade models · data room · pitch deck CFO narrative · fixed fees only · 2 packages
Capital Raise — Base Package
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Investor-grade 3-statement model, unit economics dashboard (CAC, LTV, cohorts, NRR), data room financial package, CFO narrative for pitch deck. 25–45 hrs. Fixed fees ONLY — no equity, no success fee.
Investor 3-statement model · unit economics (CAC/LTV/NRR) · data room financial package · pitch deck CFO narrative.
$20,000 · $10,000 upfront
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Capital Raise — With Retained SupportRecommended
Base package + weekly calls during active raise + investor Q&A support + CFO in the room for diligence questions. $2,500/mo during raise.
$35,000 · $17,500 upfront
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Coaching, Speaking & Advisory
1:1 strategy · CFO intensives · speaking engagements · masterclasses · 5 services
1:1 Strategy Call (60 min)
Focused 60-minute advisory session for founders, CFOs, or finance professionals on specific financial strategy questions.
$500 · paid upfront
Qty
CFO Advisory Intensive (Full Day)
Full-day engagement — financial diagnostic, model review, strategic roadmap. ~30% convert to retainer clients.
$3,500 · paid upfront
Qty
Speaking Engagement
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CEO groups, founder conferences, PE portfolio offsites — AI+CFO, exit planning, technical accounting. Book is the credibility anchor.
CEO groups · founder conferences · PE portfolio offsites · AI+CFO, exit planning, technical accounting topics.
$10,000 · $5,000 upfront
Qty
Workshop / Masterclass (per attendee)
2–4 hr online workshop: exit planning, ASC-606, QoE basics, AI in finance. Record once, sell forever.
$500 · per attendee
Attendees
Fractional CFO Practice Coaching
1:1 coaching for other fractional CFOs or finance professionals building their own practice. Monthly engagement.
$1,500
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Monthly · invoiced upfront
Project Total
Upfront / Deposit