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Pricing

Fractional CFO, bookkeeping and tax from $997 a month.

That is the starting point, not a headline price. What you pay above it comes down to three things, and you get the real number on the call.

( The direct answer )

What sets the price

Fractional CFO, bookkeeping and tax for a marketing agency starts from $997 a month. Three things decide where you land above that. Transaction volume, the number of entities you run, and whether you need CFO work alone or with the books underneath it. Catch-up work on books that are behind is quoted separately.

  • 01

    How many transactions you run

    An agency putting client ad spend through its own account generates far more to reconcile than one that does not. Volume is the single biggest driver.

  • 02

    How many entities you have

    A second company, a holding structure or an overseas entity each add their own close. Two entities is not twice the work, but it is not the same either.

  • 03

    CFO work alone, or with bookkeeping

    CFO work on top of your existing bookkeeper costs less than both together. It also depends on your books being reliable, so we check that first.

  • 04

    Whether the books are current

    If records are months behind there is catch-up work before anything else can start. That is quoted once and separately, not folded into a monthly fee.

( How it is charged )

How fractional CFOs charge

The quotes you compare will use one of three models, or a mix. Ours is the third, built for agencies doing $300K to $5M a year.

  • 01

    By the hour

    You pay for time, so every question runs a meter. That makes it tempting to ask fewer of them, which is the opposite of why you hired a CFO.

  • 02

    By the project

    Fine for a one-off, such as a fundraise model or a pricing review. It stops when the project does, so nobody watches the numbers the month after.

  • 03

    A flat monthly retainer

    One fee for the books, the reporting and the CFO sessions, agreed before anything starts. This is how we work, from $997 a month.

The monthly fee covers fractional CFO work, bookkeeping and tax preparation, from one team.

Engagement terms

What you are actually signing up for

What you get each month
Books kept current and closed by the 5th, plus a weekly or monthly session with your CFO. The reporting pack covers profit by client, the cash forecast and your effective hourly rate.
When we invoice
A flat monthly fee, agreed before anything starts, invoiced on the 1st.
Notice period
Thirty days, either side, in writing. No exit fee and no minimum term.
If you leave
Your records are yours. We hand over the file in QuickBooks or Xero, current to the last closed month.
Catch-up work
Books that are behind are quoted once and separately, so the cost never hides inside the monthly fee.
( Compare )

Three ways to cover the same finance work

Three ways to cover the same finance work
Bookkeeper aloneFractional CFOFull-time CFO
Keeps the books currentYesYes, with the bookkeeping includedUsually delegates it
Tells you which client to repriceNoYesYes
Investor-ready reportingNoYesYes
Available for a same-week decisionNoYesYes
What it costs youThe leastA share of a senior salaryA full senior salary, benefits and often equity

Questions

What people ask about cost

01

How much does a fractional CFO cost for a marketing agency?

It starts from $997 a month. Three things decide where you land above that. Transaction volume, how many entities you run, and whether you want CFO work alone or with the books underneath it. We give you the actual number on the call.

02

Why is the exact price not published?

Because a single figure would be wrong for most people reading it. An agency running client ad spend through its own account is a very different job from one that does not, at the same revenue. The starting point is honest; a full price list would not be.

03

How does that compare to hiring someone?

A finance hire who could do this work costs a senior salary plus benefits, and you would still need a bookkeeper underneath them. This is a share of that, and the person doing it already knows agency economics.

04

Are we locked into a contract?

No. Thirty days' notice, either side, and no exit fee. The work compounds, so most of the value shows up after a few months. We would still rather you left than stayed on something that is not paying for itself.

05

What happens on the call?

We look at your last twelve months and tell you where the money is going. If a good bookkeeper would fix it, we will say that instead of selling you CFO work.

06

Do you charge for catch-up work separately?

Yes. If your books are months behind, bringing them current is quoted once and on its own, so it never hides inside a monthly fee.

Who does the work

A named lead, not a queue

  • Mohammad Azam, Founder & CEO

    FCCA

    Mohammad Azam

    Founder & CEO

    Founded the practice and still reads client accounts himself. FCCA is the fellowship grade of the chartered certified qualification, which takes years of practice beyond the exams to hold.

  • Asad Riaz, Managing Partner & Fractional CFO

    ACCA

    Asad Riaz

    Managing Partner & Fractional CFO

    Runs the CFO engagements, from profitability by client through to investor-ready reporting for a raise. If you are repricing a retainer or sizing the next hire, this is the person on the call.

  • Syed Faheem Basit, Fractional CFO & Business Analyst

    ACCA

    Syed Faheem Basit

    Fractional CFO & Business Analyst

    Builds the models behind the pricing and hiring calls, and the reporting that makes them readable. Utilization, effective hourly rate and the 13-week cash forecast come from here.

Those are the three who lead the practice. Behind them is the wider team that keeps books current, prepares returns and builds the reporting packs. What does not change is who owns your account. One of the three above leads it and answers when you ask why a number moved.

Meet the team

Next step

Get an actual number

Twenty minutes on your last twelve months is enough to quote properly. If the answer is that you do not need this yet, you will hear that too.