Flexible Financial Leadership, Tailored to Your Business

At CFO Worx, we understand that no two companies have the same financial needs or the same resources.

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That’s why our pricing is built to be flexible, scalable, and transparent, giving you executive-level financial leadership without the full-time cost.

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We work primarily with small to mid-sized private businesses that want to strengthen financial operations, improve visibility, and gain control over growth.

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Our engagements range from fractional CFO leadership and controller services to complete financial department replacements, often providing a full finance function at a lower cost than maintaining an internal team.

How we price

Every engagement is customized to fit your goals, structure, and stage of growth. We start with a discovery consultation to understand your needs, then design a plan that delivers maximum value and measurable results
Our model is:
Fractional & Scalable
Pay only for the level of financial leadership you need.
1
Transparent
No hidden fees, no long-term lock-ins.
2
Fractional & Scalable
Pay only for the level of financial leadership you need.
3
CFO Worx clients typically invest between $3,000 and $20,000 per month, depending on company size and service scope

Real Client
Examples

Many of our clients have replaced entire accounting departments with CFO Worx for greater efficiency, better reporting, and lower total cost.

Get in touch
Company Type
Annual Revenue
Services Provided
Monthly Investment
Home Services (Florida)
$7M
Senior Accountant+ Controller
$5,400 / mo
Healthcare
(PE-Owned)
$40M
CFO + Controller + Senior Accountant
$15,000 / mo
Franchise Group
$3M
Controller (minimal hours) +  Senior Accountant
$2,400 / mo
Company Type
Home Services (Florida)
Annual Revenue
$7M
Services Provided
Senior Accountant+ Controller
Monthly Investment
$5,400 / mo
Company Type
Healthcare
(PE-Owned)
Annual Revenue
$40M
Services Provided
CFO + Controller + Senior Accountant
Monthly Investment
$15,000 / mo
Company Type
Franchise Group
Annual Revenue
$3M
Services Provided
Controller (minimal hours) +  Senior Accountant
Monthly Investment
$2,400 / mo

M&A Services Pricing. CFO Worx provides full-cycle M&A support  from preparing financials and outreach to negotiation and close.

Our pricing reflects the dual nature of the process: steady strategic work upfront and performance-based incentives at the finish line.
This hybrid model ensures alignment: you get dedicated transaction leadership throughout the process, and we only win when you do.
Typical structure:

Preparation & Outreach

$3,000 – $5,000 / mo

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Includes valuation, data-room buildout, buyer targeting, and materials preparation.

Active Sale
Process

$2,000 – $3,000 / mo retainer

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Covers buyer management, diligence coordination, and negotiation support.

Success
Fee

2–5%

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Of total transaction value at close.

Pricing Transparency

Why Businesses Choose CFO Worx

We offer

Built for Growing Companies

Trust is our currency. We give advice as if it were our own business.

Tailored and Platform-Agnostic

We adapt to your systems and goals- not the other way

around.

Scalable Support as You Grow

No hidden fees, no surprises. You’ll always know where your investment goes.

Let’s Build the Right
Plan for You

Whether you need fractional CFO oversight, a complete finance team, or a partner to guide your next transaction, CFO Worx will tailor a solution that fits your business and your budget.

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To discuss your needs and receive a custom quote:

Schedule a consultation