Services & Engagement

The CFO you bring in
when the stakes are real.

StackedCFO offers Big 4-caliber strategic finance for growing companies that need more than a bookkeeper. Every engagement is scoped to fit — from ongoing fractional CFO work to high-stakes transactions and AI-powered finance buildouts.

Fractional CFO Retainer M&A Advisory Exit Planning Technical Accounting AI & Automation Capital Raise Support
Ongoing Engagements

Monthly Retainer Services

Fractional CFO support structured around your stage, complexity, and goals. Month-to-month. Custom-scoped. No two engagements look the same — because no two companies do.

Clean Books Prerequisite: All retainer engagements require a qualified bookkeeper actively maintaining your financials in QuickBooks Online or Xero before advisory work begins. This isn't a formality — it's how we protect your time and ours. We can refer you to a trusted bookkeeper if needed.
01
📊
Strategic FP&A
Your financial operating system — built and maintained monthly. Rolling cash flow forecasts, scenario models, variance reporting, KPI dashboards, and the financial narrative your board and investors actually want to see.
13-week rolling cash flow model, updated weekly
Monthly variance reporting vs. budget
Scenario planning — base, upside, downside
KPI dashboard built for your business model
Board-ready report pack, monthly
Monthly Retainer · Custom Scope Book a call →
02
📐
Technical Accounting Advisory
Big 4-level technical accounting without the Big 4 billing rate. Revenue recognition, stock compensation, lease accounting, debt and equity structuring — the complex stuff that generalist fractional CFOs don't touch.
ASC-606 — Revenue recognition policy and implementation
ASC-718 — Stock comp (options, RSUs, warrants), FMV memos
ASC-842 — Lease classification and ROU asset modeling
Debt / equity structuring, SAFE & convertible note analysis
Cap table modeling and dilution analysis
Retainer or Fixed-Fee Project Book a call →
03
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AI-Powered Finance Systems
Most CFOs still use Excel from 2010. StackedCFO builds AI-native financial workflows that make your finance function run like a company 10x your size — automated reconciliations, Python-based reporting, dynamic real-time dashboards.
Automated reconciliation and close workflows
Python-based reporting and data visualization
AI-assisted variance analysis and commentary
Real-time dashboard integrations (QBO, Stripe, etc.)
Playbooks and documentation for your team
Fixed-Fee Project Book a call →
04
🏗️
Fractional Controller Oversight
When your company needs CFO-level financial review layered on top of an existing accounting team. Month-end close oversight, internal controls design, and financial statement sign-off — available when you already have AP and bookkeeping staff in place.
Month-end close review and sign-off
Journal entry and reconciliation oversight
Internal controls design and documentation
Financial statement preparation review
Requires: Client must have in-house AP and bookkeeping staff in place. StackedCFO oversees — we do not perform the underlying accounting work.
Retainer Add-On
Transaction Work

M&A, Capital Raises & Project Engagements

Fixed-fee project engagements for high-stakes work. Priced by complexity and impact — not by the hour. A deposit is required before project work begins. All pricing discussed in discovery.

Engagement
Type
Deposit
M&A Financial Model — Buy Side
3-statement acquisition model, synergy analysis, accretion/dilution, IRR/MOIC returns, and debt capacity waterfall. Built to hold up in a data room.
Fixed Fee
50% upfront
M&A Financial Model — Sell Side
Company model, normalized EBITDA bridge, revenue quality analysis, and management presentation financials packaged for a buyer audience.
Fixed Fee
50% upfront
Full Transaction Advisory
End-to-end support across a buy or sell-side process — modeling, weekly calls during active process, LOI financial review, data room management.
Fixed Fee
50% upfront
Capital Raise Support
Investor-grade 3-statement model, unit economics dashboard (CAC, LTV, cohorts, NRR), data room financial package, and CFO narrative for the pitch deck.
Fixed Fee
50% upfront
Post-Close Integration
Purchase price allocation, opening balance sheet, goodwill and intangible analysis, and a synergy tracking model for the first 12 months post-close.
Fixed Fee
50% upfront
Technical Accounting Implementation
First-time implementation of ASC-606, ASC-718, or ASC-842 — policy memo, journal entries, financial statement impact, and audit-ready documentation.
Fixed Fee
50% upfront
All project fees are discussed during discovery and scoped in writing before work begins. No hourly billing surprises. No retroactive charges. What we quote is what you pay.
Exit Readiness

Built for the exit you're planning — not the one that catches you off guard.

For founders with a transaction on the horizon. The goal: close the gap between what your business is worth today and what it could be worth in a deal room. Everything a buyer's financial team will scrutinize — addressed before they open the data room.

Exit Lite
Valuation Foundation
For founders 18–36 months from a transaction who want to understand their current enterprise value and what's moving it.
✓ EBITDA normalization & add-back documentation
✓ Valuation scenario model (low / mid / high)
✓ Exit readiness memo with priority action items
✓ Debrief call with Casper
Fixed Fee · Scoped on Discovery
Exit Standard
Full Data Room Package
For founders 6–18 months from a transaction who need a complete financial package that stands up to buyer scrutiny.
✓ EBITDA normalization & add-back analysis
✓ Revenue quality & customer concentration review
✓ Working capital normalization & peg
✓ Full valuation scenario model
✓ Data room financials (3 years formatted)
✓ Exit readiness memo with action plan
Fixed Fee · Scoped on Discovery
Exit Premium
Full Process Support
For founders in an active sale process who need CFO-level support from data room through close — not just the financial package.
✓ Everything in Exit Standard
✓ Retained CFO advisory during active sale process
✓ Buyer Q&A support & management presentation prep
✓ LOI and purchase agreement financial review
✓ Weekly calls through close
Fixed Fee + Retainer · Scoped on Discovery
The AI Advantage

Finance infrastructure that runs like a company 10x your size.

Every StackedCFO engagement is AI-native by default. Not as a gimmick — as a structural advantage that makes your finance function faster, more accurate, and more insightful than anything a traditional CFO delivers.

01
Automated Close Cycles
Reconciliation workflows, journal entry prep, and close checklists automated end-to-end. What used to take 20 days takes 3–5. The bottlenecks in your month-end close are almost always process problems — not people problems.
02
Real-Time Financial Dashboards
Python-based reporting pipelines pulling directly from your accounting system, Stripe, payroll, and CRM. Your dashboard updates itself. No more waiting for someone to build a report — the data is always there.
03
AI-Assisted Analysis
Variance commentary, cash flow narratives, and financial memos drafted by AI and reviewed by a CPA. Faster turnaround. Consistent quality. The judgment is still human — the grunt work isn't.
04
Investor-Grade Model Automation
Financial models built with live data connections — not static Excel files that go stale. Scenario toggles, sensitivity tables, and board outputs that update automatically as your actuals come in.
Scope Clarity

What StackedCFO doesn't do.

We're explicit about this upfront — it protects your time and ours. These services require different expertise, tools, and cost structures. We'll point you to the right people.

✕ Bookkeeping or data entry — this must be in place before we engage
✕ Accounts payable or receivable processing
✕ Payroll processing or HR administration
✕ Tax return preparation — refer to your CPA
✕ IT systems implementation outside of finance workflows
✕ Investment advice or securities broker-dealer services
Not sure if you're ready? If your books need cleanup first, we'll tell you honestly — and refer you to a trusted bookkeeper. Come back in 60–90 days and the engagement will deliver 10x more value. We'd rather earn a great client later than a frustrated one now.
How It Works

From first call to financial clarity.

01
Discovery Call
30 minutes. We talk through your business, your financials, and where you're going. No pitch — just an honest conversation about fit.
02
Financial Diagnostic
We assess your current financial infrastructure — reporting, close process, cash visibility, gaps. You see a clear picture of where things stand.
03
Scoped Proposal
A written engagement scope — specific deliverables, cadence, and pricing. No ambiguity. You know exactly what you're getting before you sign.
04
Build & Scale
We build the systems, deliver the work, and grow with you — month-to-month, no long-term lock-in, and always scoped to what your company actually needs.

Ready to build financials that match
your actual ambition?

The first call is 30 minutes and completely free. We'll tell you exactly what StackedCFO can do for you — or honestly tell you if we're not the right fit.

Book a Discovery Call Email Casper directly →