Fractional service

Month-to-Month Retainer

CFO | Fractional CFO | Finance Transformation | Growth Strategy | M&A | Change Management

Jason WynnOffered by Jason Wynn · United States

About this service

Think of this as having a CFO in your corner without the full-time price tag. Each month I embed into your business to keep your finances sharp, your strategy aligned, and your decisions backed by real data. Whether you're preparing for a capital raise, working toward profitability, or simply need a trusted thought partner who speaks both finance and founder, this retainer is built for you. Engagements are structured around 1 dedicated day per week so you get consistent, high-quality support without the overhead of a full-time hire.

What’s included

  • Weekly check-ins and financial status updates
  • Monthly strategy session (60–90 min) covering performance, priorities, and pivots
  • Ongoing cash flow monitoring and budget management
  • Pricing and monetization support as your business evolves
  • Investor and stakeholder communication support
  • Priority access for questions, decisions, and deal reviews
  • Quarterly roadmap review and goal recalibration