It depends on what your business needs. Perry & Partners prices every engagement individually, either as a fixed price for a single project or a monthly fee for ongoing support. Because AI and modern tools do much of the manual work, our pricing is very competitive with traditional finance support. Exact pricing comes in a written quote after a short, free call.
Two ways we price
| Project | Partnership | |
|---|---|---|
| How it's billed | One fixed price | Monthly fee |
| Examples | Cash flow forecast, decision model, scenario analysis | Growth Partner retainer |
| Commitment | None after delivery | Month to month after setup |
| Best for | One question or decision | Ongoing visibility and decision support |
What drives the cost
- How clean your books are. Current, reconciled books mean less cleanup before the real work starts.
- How complex the business is. Multiple revenue lines, locations, entities, inventory, or debt add work.
- How often you need it. A one‑time forecast costs less than a forecast refreshed every month.
- How much decision support you want. A monthly report is lighter than having someone on call for every big decision.
Why our pricing is competitive
Much of traditional finance work is manual: exporting data, rebuilding the same report every month, copying numbers into a dashboard. We use AI and up‑to‑date tools to automate that work, which cuts the hours each deliverable takes. That means:
- More of the time you pay for goes to analysis and advice, not data entry.
- Recurring reports and dashboards cost less to keep running.
- CFO‑level work is within reach for businesses that couldn't justify it before.
How to get a quote
- Book a free call and tell us what you're trying to figure out.
- We'll suggest a starting point: a project, a partnership, or sometimes neither.
- You get a written scope and price. Nothing starts until you agree to it.
Common questions
- How much does a fractional CFO cost?
- It depends on scope. Perry & Partners prices each engagement individually: a fixed price for project work like a cash flow forecast, or a monthly fee for ongoing support. You get a written quote before any work starts.
- Is a fractional CFO cheaper than a full-time CFO?
- Yes. You pay for the work your business needs, not a full‑time salary, benefits, and payroll taxes. That's the main reason fractional CFOs exist.
- Why is Perry & Partners' pricing competitive?
- We use AI and modern tools to handle data pulls, recurring reports, and dashboard refreshes. That cuts the hours each deliverable takes, and we pass those savings on in our pricing.
- Do you charge for the first call?
- No. The first conversation is free, and so is the Profit Check.