Beyond bookkeeping and close – senior advisory support for businesses making meaningful finance decisions. Strategic finance analysis, M&A preparation, investor due diligence response, pricing analysis, capital allocation. Delivered by offshore senior accountants, controllers, and fractional CFOs.
Advisory scope
Advisory engagements are typically scoped around specific deliverables or topics: "prepare the financial model for our Series B raise," "build a 3-year strategic financial plan," "perform QoE for an acquisition we're considering." Engagement has defined start, defined scope, defined end. Priced per project or per hour.
Fractional CFO engagements are ongoing (monthly retainer) and cover strategic finance leadership broadly. Board reporting, investor relations, cash management, team leadership. Different from advisory in that it's continuing not project-based.
See fractional CFO page for details.
Controller engagements focus on operational finance: month-end close, accounting accuracy, financial reporting, controls. Different from both advisory (not project-based) and CFO (operational not strategic).
See offshore controller page for details.
Growing businesses often combine these: a controller for operational finance + periodic advisory engagements for specific strategic questions + fractional CFO for ongoing board/investor leadership. Our team structures these combinations so the different roles stay in scope without overlap or gaps.
| Project type | Typical cost | Duration |
|---|---|---|
| Financial model (Series A–B fundraise) | $4,500–$12,000 | 3–6 weeks |
| Quality of Earnings (sell-side) | $8,000–$28,000 | 4–8 weeks |
| Due diligence support (buy-side) | $5,000–$18,000 | 3–6 weeks |
| Strategic 3-year plan | $3,500–$9,500 | 2–4 weeks |
| Annual operating plan build | $2,500–$7,500 | 2–4 weeks |
| Pricing analysis & strategy | $2,800–$8,500 | 2–4 weeks |
| Internal controls assessment | $3,500–$12,000 | 3–6 weeks |
| Custom financial analysis (one-off) | $1,500–$5,500 | 1–3 weeks |
For engagements without clear project scope, hourly billing: senior accountant advisory $35–$55/hour; controller-level advisory $55–$90/hour; fractional CFO advisory $75–$140/hour.
For ongoing advisory need without CFO-level commitment: $2,200–$4,800/month for 15–25 hours of senior accountant or controller-level advisory time per month.
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