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AdvisorOne

Strategic Planning & Fractional CFO Services

Forward-looking financial leadership without the full-time cost. Unlock clarity, control, and confidence in your next stage of growth with AdvisorOne's Strategic Planning & Fractional CFO services.

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Why Strategic Planning and a Fractional CFO?

Growing companies face a crossroads:

You need serious financial strategy—but you're not ready for a $250k+ full-time CFO.

That’s where AdvisorOne comes in. Our fractional CFO services deliver executive-level financial leadership, strategic planning, and investor-ready insights—on your terms.

AdvisorOne Helps Founders, CEOs, and boards Make Better Business & Financial Decisions Through

Financial Modeling Icon

Revenue modeling and cash runway forecasting

Illustration of an online course screen with a presenter and a chart.

Financial infrastructure and KPI dashboards

Illustration of a pie chart beside a money bag.

Fundraising support, investor decks, and data rooms

Illustration of a dollar coin in a cog beside a purple circle.

Profitability strategy and margin improvement

Illustration of stacked report cards with a purple tick.

Board reporting and executive communication

Illustration of a banknote with a dollar sign beside a percentage speech bubble.

Exit, M&A, and scenario planning

What You Get

What You Get With AdvisorOne's Fractional CFO & Outsourced CFO Services

We don’t just balance your books—we become your strategic finance partner. Our Fractional CFO services are designed to give you high-impact financial leadership that drives smarter decisions, investor confidence, and scalable growth.

Strategic Finance & Forecasting

Build investor-grade models, financial roadmaps, and scenario plans tailored to your goals.

Executive-Level Reporting

Deliver board-ready dashboards, KPI tracking, and financial insights that inform real-time decisions.

Fundraising & Exit Support

Navigate raises, due diligence, or M&A with clean data, sharp decks, and experienced CFO guidance.

How It Works

Every engagement with AdvisorOne starts with a focused discovery process, where we get to know your business, financials, goals, and pressure points. From there, we develop a custom financial model and strategic roadmap aligned with your growth plans. Once the foundation is in place, we step in as your Fractional CFO—joining leadership meetings, supporting key decisions, building investor-ready reports, and ensuring every move is backed by data. It's a hands-on partnership designed to bring clarity, control, and confidence to your financial strategy.

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How It Works - Step 1

1

Begin Onboarding

First Things First: AdvisorOne will start by creating a financial model to deeply understand your business and create the foundation for your ongoing Monthly Engagement.

How it works - Step 2

2

Monthly Engagement

Steady as We Go: Your AdvisorOne Strategic Planning or CFO lead will work with you hand-in-hand on a monthly basis. Specific projects & monthly deliverables will be identified and scoped during the Onboarding Stage.

Basic
Your CFO analyzes business performance and extracts key insights
$2,750
/mo
Billed annually, onboarding billed separately
Schedule a Call
Essentials
Your CFO initiates strategic projects and becomes a catalyst for growth
$3,150
/mo
Billed annually, onboarding billed separately
Schedule a Call
Custom
Your CFO becomes deeply integrated with your team to lead data-driven strategies
$5,250
/mo
Billed annually, onboarding billed separately
Schedule a Call
Features
Monthly financial performance meeting
Weekly financial performance meetings
Financial model
Budget vs Actuals
KPI Dashboard
13 week cash flow
Scenario planning
Fully custom plan
Investment prioritization
Quarterly forecast roll forward
Onboarding
Discovery process
Your CFO will meet with stakeholders to understand specific needs
Determine and outline the plan for your CFO engagement
Monthly Financial Performance
Meetings to review financial health & strategy
Updates of financial model with actuals
Budget vs Actuals analysis
Scenario planning to forecast the impact of business decisions
Customized strategy and operations plans
Get Started Get Started Get Started
Basics
Your CFO analyzes business performance and extracts key insights
$1,750
/mo
Billed annually, onboarding billed separately
Schedule a Call
Features
Monthly financial performance meeting
Financial model
Budget vs Actuals
KPI Dashboard
Onboarding
Discovery process
Your CFO will meet with stakeholders to understand specific needs
Determine and outline the plan for your CFO engagement
Monthly Financial Performance
Meetings to review financial health & strategy
Updates of financial model with actuals
Budget vs Actuals analysis
Scenario planning to forecast the impact of business decisions
Customized strategy and operations plans
Get Started
Essentials
Your CFO initiates strategic projects and becomes a catalyst for growth
$3,150
/mo
Billed annually, onboarding billed separately
Schedule a Call
Features
Weekly financial performance meetings
Financial model
Budget vs Actuals
KPI Dashboard
13 week cash flow
Scenario planning
Onboarding
Discovery process
Your CFO will meet with stakeholders to understand specific needs
Determine and outline the plan for your CFO engagement
Monthly Financial Performance
Meetings to review financial health & strategy
Updates of financial model with actuals
Budget vs Actuals analysis
Scenario planning to forecast the impact of business decisions
Customized strategy and operations plans
Get Started
Custom
Your CFO becomes deeply integrated with your team to lead data-driven strategies
$5,250
/mo
Billed annually, onboarding billed separately
Schedule a Call
Features
Weekly financial performance meetings
Financial model
Budget vs Actuals
KPI Dashboard
13 week cash flow
Scenario planning
Fully custom plan
Investment prioritization
Quarterly forecast roll forward
Onboarding
Discovery process
Your CFO will meet with stakeholders to understand specific needs
Determine and outline the plan for your CFO engagement
Monthly Financial Performance
Meetings to review financial health & strategy
Updates of financial model with actuals
Budget vs Actuals analysis
Scenario planning to forecast the impact of business decisions
Customized strategy and operations plans
Get Started

Frequently Asked Questions

We know choosing a strategic finance partner is a big decision. Below are the most common questions founders and leadership teams ask when considering our Fractional CFO services—so you can move forward with clarity and confidence.
What's the difference between a controller and a fractional CFO?

A controller manages the books. A CFO drives strategy, growth, and financial planning. We handle both—but focus on strategy.

How involved will you be in our company?
We join leadership calls, investor meetings, and strategic planning—just like a full-time CFO, but fractional.
Do you work with early-stage startups?
Yes, if you’ve hit early traction and need help navigating to your next raise or growth milestone, we’re a fit.
Can you help with fundraising?
Absolutely—we've helped clients raise Seed to Series C, build investor decks, create forecasts, and navigate diligence.

Maximize Your Time

Focus on Growth — We’ll Handle the Numbers

Focus on growth — we’ll handle the numbers. AdvisorOne gives you time back by taking financial tasks off your plate while providing strategic insight to move your business forward.

Book a free consultation and discover how we can save you time, reduce your tax burden, and improve your financial visibility.

Contact Us Today

Fill out the form below and book your free consultation in the next step.

30 min, free No obligation Actionable takeaways