DWDana WhitfieldFractional CFO
Engagement models

Four ways to work together.

From a steady part-time retainer to a single fixed-scope project. Indicative bands below; the exact scope and fee are set after a discovery call.

Interim

Near-full-time coverage for a defined gap.

$20K–$32K / mo
Premium for near-full-time scope and urgency.
Cadence12–20 days / month
Ideal forA CFO departure, a raise with no finance lead, or a restructuring
CommitDefined term — typically 3–9 months
  • Holds the full CFO seat
  • Stabilizes team & process
  • Continuity through the gap
  • Helps hire the permanent CFO
  • Clean handoff at the end
Talk it through →

Advisory

A senior CFO on call, lighter touch.

$3K–$6K / mo
Includes a standing call + async access.
Cadence1–2 days / month
Ideal forFounders or in-house teams that need senior judgment, not hands-on ops
CommitMonth-to-month
  • Standing strategy call
  • Review of model & board materials
  • Async access for decisions
  • Coaching your finance hire
  • Escalates to fractional when needed
Talk it through →

Project

One outcome, scoped and fixed.

$15K–$45K
Fixed fee by scope. No ongoing commitment.
CadenceFixed timeline, 4–10 weeks
Ideal forA raise model, a board overhaul, a runway plan, or QoE prep
CommitFixed-fee, scoped up front
  • One clearly-defined deliverable
  • Fixed fee, agreed up front
  • Tight timeline
  • No retainer required
  • Often becomes a fractional engagement
Talk it through →
Side by side

The comparison

FractionalInterimAdvisoryProject
Price band$8K–$15K / mo$20K–$32K / mo$3K–$6K / mo$15K–$45K
ScopeOngoing strategic finance leadershipFull CFO coverage during a transitionStrategic guidance & a sounding boardA defined deliverable with a clear finish line
Cadence4–8 days / month12–20 days / month1–2 days / monthFixed timeline, 4–10 weeks
Ideal forSeries A–B startups that need a CFO but not a full-time oneA CFO departure, a raise with no finance lead, or a restructuringFounders or in-house teams that need senior judgment, not hands-on opsA raise model, a board overhaul, a runway plan, or QoE prep
Commitment3-month minimum, then month-to-monthDefined term — typically 3–9 monthsMonth-to-monthFixed-fee, scoped up front

Pricing bands are indicative for this template and scoped per company after a discovery call. No long contracts; the fractional retainer goes month-to-month after the first quarter. Equity (advisory shares) can offset a portion of cash for early-stage clients — discussed case by case.

Cash, equity, or a mix?

For early-stage clients, advisory equity can offset a portion of the cash fee on a standard advisor agreement. I don’t work for equity alone — but alignment matters, and we’ll find a structure that fits your stage.

Talk through what fits →

Engagement pricing bands are indicative for this template and are scoped per company after a discovery call. Fees are quoted in writing before any work begins.

Let’s talk

Bring me in before the round.

A 30-minute discovery call — direct, no pitch. We’ll talk through where you are, what hurts, and whether I’m the right fit. If I’m not, I’ll tell you who is.