
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.
Pricing
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
| Bookkeeper alone | Fractional CFO | Full-time CFO | |
|---|---|---|---|
| Keeps the books current | Yes | Yes, with the bookkeeping included | Usually delegates it |
| Tells you which client to reprice | No | Yes | Yes |
| Investor-ready reporting | No | Yes | Yes |
| Available for a same-week decision | No | Yes | Yes |
| What it costs you | The least | A share of a senior salary | A full senior salary, benefits and often equity |
Questions
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.
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.
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.
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.
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.
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

FCCA
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.

ACCA
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.

ACCA
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.
Client case study
Next step
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.