What does the Financial Audit & Assessment include?

Our 30-day Financial Audit & Assessment includes a comprehensive audit of your books and records, review of accounting procedures and internal controls, gap analysis, and a detailed written report with actionable recommendations. Starting at $2,500.

Can the audit fee be applied toward ongoing Fractional CFO services?

Yes. If you choose to engage us for ongoing Fractional CFO services following the audit, your audit fee is applied as a credit toward your first month of service.

Do you offer bookkeeping or one-time project services?

Yes. Our Bookkeeping & Advisory Projects service is billed hourly or as a flat project fee with no retainer and no minimum spend. It covers bookkeeping, budget builds, cash flow projections, financial model builds, historical clean-up, and ad hoc CFO advisory hours.

Our Services

Specialized financial leadership for small and medium sized firms

Three services, one goal: give your business the financial leadership it needs to make smarter decisions and scale with confidence.

Financial Audit & Assessment

One-Time Engagement

A comprehensive 30-day evaluation of your financial operations, delivering a detailed roadmap for improvement. Choose the level of depth that fits your business. All tiers follow the same 30-day process. The difference is in scope, deliverables, and ongoing support.

Our 30-Day Process:

Week 1

Discovery & Data Collection

We gather all relevant financial documents, meet with your team, and understand your business operations, goals, and pain points.

Week 2-3

Analysis & Evaluation

Our team conducts a thorough review of your books, accounting procedures, internal controls, and financial reporting processes to identify strengths, weaknesses, and opportunities.

Week 4

Report & Recommendations

We deliver a comprehensive written report with prioritized recommendations, an implementation roadmap, and a presentation to discuss findings and next steps.

Choose Your Engagement Level

Foundational$2,500

Full audit of books and records
Review of accounting procedures and internal controls
Collaboration with existing CPA and accounting teams
Gap analysis and identification of improvement opportunities
Detailed written report with actionable recommendations

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Fractional CFO Services

Ongoing Partnership

The full suite. When you engage us as your Fractional CFO, you get everything on this page under one engagement: audit, bookkeeping, advisory, reporting, and strategic guidance. No separate invoices for covered services.

The audit is not just onboarding. It is how we determine your ongoing rate. The complexity of what we find in the audit tells us exactly what your financial function requires, and that drives what your monthly engagement costs. A business that needs a $5,000 audit is a more complex business, and the ongoing rate will reflect that. Your rate is confirmed at signing once the audit is complete.

Full-time CFO$150,000 to $250,000/yearSalary alone, before benefits, taxes, or equity

vs.

TrueInsights CFO, fractionalFrom $36,000/yearSame caliber. No overhead. No long-term commitment.

What You Get Every Month

Monthly Financial Reporting Package

P&L, balance sheet, and cash flow statement delivered every month with a written summary of key trends, anomalies, and what they mean for your business.

Cash Flow Forecasting

A rolling 12-month cash flow forecast, updated monthly. You will always know what is coming, what your runway looks like, and where the pressure points are.

Budget vs. Actuals Analysis

We track performance against plan every month and flag variances before they become problems, with a clear explanation and a recommended course of action.

Strategic Advisory Sessions

Regular calls with your CFO to work through financial decisions, evaluate opportunities, and stress-test your plans before you commit to them.

Direct CFO Access

Phone and email access to your CFO between sessions. No ticketing systems, no account managers, no waiting. You reach us directly.

CPA & Accounting Team Coordination

We work directly with your existing CPA and accounting team so nothing falls through the cracks and everyone is working from the same numbers.

Monthly Retainer$3,000/month minimum

Billed monthly. Rate starts at $3,000/month and is scoped to your business at signing. Your rate does not change without mutual written agreement. Month-to-month engagement, no minimum term. Cancel with 30 days' written notice.

Includes all services:

Financial Audit & AssessmentBooks CleanupBudget BuildingMonthly BookkeepingAdvisory ProjectsFinancial ReportingStrategic Advisory

How pricing works: CFO is $3,000/month minimum. The Foundational Audit is included. Strategic adds $2,000 and Executive adds $7,000 to your first month. More importantly: the audit tier you choose reflects the complexity of your business, and your ongoing monthly rate will be set to match. A $5,000 audit typically results in a $5,000/month engagement. Your rate is confirmed at signing once the audit is complete.

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Bookkeeping & Advisory Projects

Hourly or Project-Based

Targeted financial support on your terms. No retainer, no minimum commitment. Pick the service you need, get started immediately, and pay only for what you use. Bundle any bookkeeping service with a Financial Audit and save 5% (Foundational), 10% (Strategic), or 15% (Executive).

Books Cleanup$150/hour

Historical reconciliation and cleanup of your books and records. We untangle the backlog, fix the errors, and leave you with a clean set of financials.

Get Started Schedule a Free Call

Budget Builder$250/hour

12-month budget, cash flow model, and variance analysis framework built for your business. Deliverable-based engagement scoped before work begins.

Get Started Schedule a Free Call

Monthly Bookkeeping$1,000/month

Ongoing monthly reconciliation, categorization, and financial reporting. Fixed monthly rate, no surprises. Cancel with 30 days' written notice.

Get Started Schedule a Free Call

Advisory & Other ProjectsSchedule First

Financial modeling, scenario planning, pre-fundraise prep, M&A support, or anything that does not fit a standard package. We scope it together before any work begins.

Schedule a Free Call

Frequently Asked Questions

What is a fractional CFO?

What are the three audit levels?

The Foundational audit ($2,500) covers a full review of books, controls, and accounting procedures with a written report. The Strategic audit ($5,000) adds a 12-month cash flow model, KPI dashboard, benchmark analysis, and a 30-day check-in. The Executive audit ($10,000) adds a systems audit, multi-entity analysis, M&A readiness assessment, a board-ready deck, and 90 days of implementation support.

How much do Fractional CFO services cost?

How does the audit tie into the Fractional CFO rate?

Do you offer bookkeeping or one-time project work?

What size businesses do you work with?

Not sure which service is right for you? Let's find out in 15 minutes.

Book a free discovery call. We'll look at where your business is today and tell you honestly which service makes the most sense. No pitch. No pressure.

Book My Free 15-Min Call Get Started

All pricing is subject to a written engagement agreement. Rates reflect standard engagements and may be adjusted for unusual complexity by mutual agreement prior to commencement.

TrueInsights CFO, LLC is not a licensed CPA firm and does not provide tax preparation, attest services, or investment advisory services. Tax services are available through Sharper Image Tax Services, LLC. Investment advisory services are available through Sharper Image Financial Services, LLC.