Advisory
CFO-level strategy, forecasting, and board reporting for U.S. businesses on a fixed monthly retainer, led by a signed CFO-level specialist practice. We assess the decisions you need to make, the state of your books and the level of support required before proposing an engagement.
If your file needs our paid diagnostic first, its fee is credited in full against the cleanup. Either way, you get a fixed fee in writing before any work starts.
Call (877) 751-5575. Or book a discovery call.
They took something that felt overwhelming to me as a first-year business owner and made it simple.
What stood out the most was TechBrot Inc’s attention to detail.
Intuit QuickBooks® Certification Level 2 and QuickBooks Workforce Certification, held by TechBrot’s senior reviewer (verification on request) · TechBrot, Inc. · Delaware corporation · est. 2023
Certifications
Current certifications held by TechBrot’s senior reviewer: Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification — verification on request. Intuit’s ProAdvisor program becomes Intuit ProPartner Accountants in early 2027; the certifications continue.
A fractional CFO is a part-time chief financial officer for $1M–$50M businesses: financial strategy, 13-week cash flow, board and investor reporting, fundraising, KPIs and unit economics. A fixed monthly retainer of $3,500–$8,000+/mo, typically 10–25 hours a month, led by a signed CFO-level specialist practice and built on accurate books.
Investors and lenders evaluate the financial work product, not just the numbers. A clean financial model, a defensible plan, and a credible finance lead on the call materially affect terms.
If you can’t answer “how many weeks of runway do we have at current burn” in 30 seconds, you don’t have a forecasting function. A fractional CFO builds the 13-week rolling cash flow and the scenarios behind it.
Monthly board packages, KPI dashboards, and investor updates are CFO-level work product. Bookkeeper-produced financial statements aren’t the same deliverable.
Selling a business requires audit-grade financials, defensible add-backs, working-capital adjustments, and a senior finance lead who can defend the story to buyers. CFO work directly affects valuation outcome.
If the founder or CEO is building financial models, running cash-flow forecasts, or preparing board packages personally, that’s capacity drag. CFO work doesn’t scale on founder time.
Pricing decisions, hiring economics, capital allocation, segment-profitability calls — these need a senior finance lead weighing trade-offs, not a report describing them.
01
Annual budgeting, multi-year planning, capital allocation, and strategic financial direction.
02
13-week rolling cash flow, runway analysis, and scenario modeling for operating decisions.
03
Monthly board packages, investor updates, and KPI dashboards that withstand scrutiny.
04
Financial model build, due-diligence preparation, lender package, and deal-room support through close.
05
Metric definition, segment profitability, and the unit-economics work that drives pricing and strategy.
06
Strategic decisions, pricing, hiring economics, M&A readiness, and exit preparation.
A fractional CFO does not file taxes (your tax preparer does), does not perform audits (your audit firm does), does not provide legal or fiduciary advice (your attorney does), and does not replace your bookkeeper (TechBrot bookkeeping does). The CFO operates above the bookkeeping layer and coordinates with these functions — not instead of them. CFO work only delivers value on top of accurate operational books.
A defined operating cadence — weekly rhythm, monthly close, quarterly strategy, and event-driven bursts — not ad-hoc calls when something breaks.
13-week cash flow refreshed. Open strategic decisions reviewed. Ad-hoc analysis on whatever is in front of the CEO that week. 60–90 minute working session.
Monthly financials reviewed with the CFO lens. Board package or investor update prepared. KPI dashboard updated. Variance against budget. Forward look at the next 30–60 days.
Budget-vs-actual deep-dive. Forecast refreshed. Capital allocation review. Pricing or unit-economics analysis. Board prep if applicable. Engagement scope review.
Fundraising, M&A, refinancing, audits — the high-intensity work that comes in bursts. Engagement scope and retainer adjust during these windows to match the work required.
How the work is delivered. Your fractional CFO engagement is led by a signed CFO-level specialist practice with prior CFO or controller experience, and your engagement letter names it. A Certified QuickBooks ProAdvisor reviews every close a specialist practice prepares before it reaches you. Every close is reviewed by a Certified QuickBooks ProAdvisor before it reaches you.
CFO advisory engagements are backed by a specialist partner practice that has signed with TechBrot for this work.
A full-time CFO hire at a U.S. business between $1M and $50M revenue runs well into six figures fully loaded — base, bonus, equity, benefits, employer taxes, recruiting and a severance reserve — before an office, an analyst to support the CFO, or the accounting software the CFO will demand. We don’t publish a dollar figure for that hire, because we haven’t measured one and the range moves with market and geography. What we can put a number on is the alternative: our own retainers, on the CFO pricing page.
Most businesses in this range don’t need 40 hours a week of CFO work. They need 10 to 25 hours a month of senior strategic work, delivered consistently — more, up to 40+, during a fundraise, a sale, or another major transition. The remaining 30+ hours of a full-time CFO’s week gets absorbed by operational tasks better handled by a controller, a bookkeeper, or software — at a fraction of the cost.
The fractional CFO model isn’t a discount — it’s a match. Senior judgment for the decisions that need senior judgment; bookkeeping for the work that doesn’t. You buy the hours the judgment actually takes, not a salary — and when TechBrot runs the bookkeeping underneath, the CFO works from clean books instead of building them.
$2M–$30M revenue, profitable or near-profitable, capital-efficient. CFO-level work for budgeting, pricing, and capital-allocation decisions without dilution.
Seed through Series A–B companies needing CFO work for board reporting, runway management, and next-round prep — without a full-time finance hire diluting the cap table.
Lower-middle-market portfolio companies needing CFO bandwidth for value-creation-plan execution, monthly sponsor reporting, and exit preparation.
Owners considering a sale in 12–36 months. CFO work materially affects valuation — clean financials, defensible add-backs, professional buyer-side answers.
Complex structures — multiple LLCs, multi-state operations, intercompany transactions — needing senior financial coordination above the bookkeeping layer.
Sub-$1M revenue (a controller or senior bookkeeper is usually right). Post-$50M revenue (a full-time CFO is usually right). Pre-product-market-fit startups (rarely useful).
Send a brief application: business stage, revenue, current finance function, why now, and what you’re looking for. 10–15 minutes, no fee.
Free, no obligation
A 45-minute call with TechBrot. We assess fit, scope, timing, and engagement match. Both sides decide whether to continue.
within 1 week of application
A written engagement scope within 3 business days — tier, scope, deliverables, cadence, retainer, the specialist practice leading your engagement, and start date.
Within 3 business days
Engagement agreement signed. Onboarding to operating books, KPIs, and stakeholders. First operating-rhythm session within the first week.
2 weeks from scope acceptance
The first thing a fractional CFO does on a new engagement is assess the bookkeeping underneath. If the books are unreliable — uncategorized transactions, unreconciled accounts, missing payroll integration, a sloppy chart of accounts — the CFO must either fix the books first (slow and expensive at CFO rates) or produce analysis on a foundation that can’t be trusted (worse).
TechBrot offers fractional CFO precisely because we already operate the bookkeeping layer cleanly. Engagements that pair fractional CFO with TechBrot bookkeeping, payroll, and sales tax underneath deliver more value — advisory starts with an assessment of the books and reporting you already have, and any cleanup, reporting changes or systems work is scoped before it begins. The pairing isn’t required, but when CFO and bookkeeping run together, the math gets simpler.
Three tiers by intensity; scope and retainer flex during event-driven windows (fundraising, M&A, audits). Engagements typically pair with bookkeeping and payroll underneath.
$3,500–$8,000+/month, lower end
For: Stable operating businesses needing senior financial direction without active capital events. Light forecasting, monthly board review, ad-hoc advisory.
Most common
$3,500–$8,000+/month, middle
For: Growth-stage businesses with active forecasting needs, weekly operating rhythm, KPI work, and ongoing strategic decisions.
$3,500–$8,000+/month, upper end
For: Active fundraising, M&A, financial transformation, or high-complexity multi-entity operations needing senior bandwidth weekly.
Fractional CFO engagements are led by a signed CFO-level specialist practice, named in your engagement letter. Every close is reviewed before it reaches you. Every engagement is reviewed before delivery.
The standard, every file
Every engagement runs on three roles: a client advisor who scopes it and stays your point of contact, a bookkeeper who prepares your setup and monthly close in your software, and a Certified QuickBooks ProAdvisor who reviews every close before it reaches you. A senior bookkeeper is available on request, including a U.S.-based bookkeeper whose public directory profile we can share with you.
Senior bookkeepers who specialize in rental portfolios and Xero, and specialist partner practices for trust accounting for law firms and CFO advisory. We bring the right one onto your engagement when your business calls for it, under the same standards and review.
A one-page monthly budget on your own numbers: revenue, the three expense lines and the surplus or deficit.
The full advisory layer — cash flow, KPIs, budgeting, strategy, performance — fractional CFO is the heaviest of them.
13-week rolling cash flow and runway scenarios — often the first thing a CFO engagement stands up.
Margin and profitability by segment, turned into a short action list.
The accurate operational books a CFO engagement is built on — runs cleanly underneath.
The signals that a business has outgrown bookkeeping-only, and what a fractional CFO engagement should and should not include.
The retainer tiers, what each includes, and the hours a month behind them — before the call.
Talk to a client advisor
Tell us which decisions the numbers need to support. We’ll tell you whether advisory, a controller or cleaner books come first.
We reply within one business day · Written fixed-fee scope within 3 business days of your call · No hourly billing
What happens after you call.
1. We talk for up to 30 minutes. You tell us where the books stand; we ask the questions that decide the scope. No charge.
2. We look at the file if we need to. You add us as an accountant user in your own QuickBooks file, and you can remove us at any time. If the file cannot be priced without working inside it, we say so and propose the paid diagnostic, whose fee is credited in full against the cleanup.
3. You get a fixed fee in writing. What we will fix, what you will receive and one fixed fee. Nothing starts until you accept it.