CFO Help Without the CFO Price Tag.

CFO help is a lot easier to get and costs a lot less than you think.

One of the most common things I hear from business owners is some version of this: “I know I need more financial help but I’m not ready for a big monthly commitment.” And I get it. Not every business is at the stage where a full retainer makes sense, and not every financial problem requires ongoing support to solve.

That is exactly why I built out a full menu of project-based and à la carte CFO work – so you can get the CFO help you need. You can get high-level financial expertise for a specific problem, a specific decision, or a specific moment in your business, without signing up for anything ongoing.

Here is what CFO help actually looks like.

Business Financial Audit ($1,000 to $2,000)

This is where a lot of owners start. If you have a nagging sense that something is off in your financials but you cannot put your finger on it, an audit gives you a clear picture of where you actually stand. What is working, what is not, where money is leaking, and what needs to be fixed. CFO help is the answer. It is a diagnosis before a prescription.

Cash Flow Rescue Plan ($1,000 to $1,500)

If cash flow is tight right now and you need a clear path forward, this is the engagement. I look at your current cash position, your upcoming obligations, and your revenue timeline, and I build you a concrete plan for stabilizing and improving your cash flow. Not theory. CFO help will give you clarity. An actual plan with specific actions.

KPI Dashboard Build-Out ($2,000 to $3,000)

If you are making decisions without real-time visibility into your numbers, a custom KPI dashboard changes that. I build it around your specific business, your specific revenue drivers, and the metrics that actually matter for how you operate. Once it is built, you have a tool you use every month.

Financial Model Build ($1,500 to $15,000)

For businesses planning a significant move, whether that is expansion, a new revenue stream, a construction project, or a major operational change, a financial model lets you stress-test the decision before you commit to it. The range reflects the complexity of what you are modeling. This is where CFO help can determine whether the project is a home-run or turn and run!

New Construction ROI Model ($1,500 to $15,000)

Specific to owners considering adding cabins, glamping units, amenity buildings, or other capital improvements. Before you spend the money, you need to know what the return looks like, how long the payback period is, and whether the project actually pencils at realistic occupancy and rate assumptions. I can answer those questions for you. I am CFO for a modular cabin company.

Deal Screening / Deal Review ($500 to $750)

If you are looking at an acquisition and you want a fast, experienced read on whether the numbers make sense before you go deeper, this is a one-time review. I look at the financials, flag the issues, and tell you what I see. CFO help for quick reviews starts at just $99. Fast, focused, and actionable.

Acquisition Underwrite ($750 to $1,500)

A full underwriting goes deeper than a screening. I build out the adjusted NOI, model the debt structure scenarios, identify the red flags, and give you a clear picture of what the deal actually looks like before you make an offer. This is the work that keeps you from overpaying or closing on a deal that looks better on paper than it performs in real life.

Strategic Expense Recovery (Free Audit)

This one surprises people. Most businesses are paying for things they do not need, have duplicate subscriptions, vendor relationships that have not been renegotiated in years, or expense categories that have crept up without anyone noticing. I find it. The audit is free because the savings speak for themselves.

Hourly Advisory ($175 to $225/hour)

Sometimes you just need an hour with someone who knows their numbers and can help you think through a decision clearly. No project scope, no deliverable. Just a focused conversation with a Fractional CFO who has actually built, run, and exited a business and deployed millions in real estate capital.

And If You Are Ready for Ongoing Support

If any of these conversations turns into something bigger, or if you realize what you actually need is consistent monthly visibility and strategy, that is what my Essential, Growth, and Strategic retainer tiers are built for. Starting at $1,500 a month, you get a real financial partner, not just a report.

The right level of CFO help is whatever solves your actual problem.

If you are not sure what that is, the free financial health check is the best place to start. Fill out the form at pvifinancial.com and let’s figure it out together.

And if you have not grabbed a copy of my book yet, 𝗙𝗿𝗼𝗺 𝗢𝗳𝗳𝗲𝗿 𝘁𝗼 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻: 𝗧𝗵𝗲 𝗖𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝗥𝗩 𝗣𝗮𝗿𝗸 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿’𝘀 𝗚𝘂𝗶𝗱𝗲 ($49), it covers the full financial and operational management framework for running your park with the discipline it deserves. You can get it direct here: wendipvifinancial.gumroad.com/l/kqmyb, or Amazon has it too, just search author Wendi Rook.

Read this next: “What is a Fractional CFO and Does Your Small Business Need One”