Process

A clear path from confusion to clarity.

No open-ended "advisory." Every engagement has a defined scope, a fixed fee, and a clear outcome you agree to before we start.

How it works

Four steps, start to steady state.

1

Free strategy call

A no-obligation 30-minute conversation. We walk through your current financial picture, understand your business, and identify the biggest gaps. You leave with a clearer sense of what's working and what isn't, whether or not we work together.

// free · 30 minutes
2

Financial diagnostic

A fixed-scope deep dive into your cash flow, margins, unit economics, and financial reporting. You get a findings report and a prioritized roadmap of financial risks and opportunities — a concrete, low-risk way to see the value before committing to more.

// $5,000-$7,500 · 2-4 weeks · credited toward ongoing work
3

Model & forecast build

We build the financial foundation: a full model, a 12-24 month cash forecast, scenario planning, and a dashboard — tailored to how your business actually operates. This is the system you'll run the business on.

// $12,000-$30,000 · fixed scope
4

Fractional CFO partnership

Ongoing financial leadership: monthly forecasting, cash management, reporting, KPI dashboards, and strategic guidance on the big decisions. An embedded partner who keeps your financial picture clear as you grow. This is where most clients want to land.

// $4,000-$15,000/mo · scales with complexity
Pricing

Fixed fees. No hourly billing. No surprises.

Hourly billing punishes efficiency and leaves you watching a meter. Every Auris engagement is scoped and priced up front, so you're buying an outcome — financial clarity — not time.

Start here

Diagnostic

$5k-$7.5k
fixed · 2-4 weeks

A full financial audit and prioritized roadmap. Low-risk entry that shows the value and credits toward ongoing work.

Most common

Model Build

$12k-$30k
fixed · per project

The financial foundation — model, cash forecast, scenario planning, and dashboards built to your business.

The goal

Fractional CFO

$4k-$15k/mo
ongoing · scales with complexity

Ongoing financial leadership — forecasting, cash, reporting, and strategy as an embedded part-time CFO.

Pricing scales with company size and complexity. The free call is where we scope what's right for you.

FAQ

Questions founders usually ask.

What happens on the first call?+
A straightforward conversation about your business, your goals, and where things stand financially. We identify the biggest gaps and give you an honest read on whether and how we can help — no pressure, no pitch deck.
Who is this for?+
Founder-led businesses doing roughly $2M-$35M in revenue that have outgrown a bookkeeper but can't yet justify a full-time CFO — especially in cash-intensive industries like construction, home services, logistics, and distribution.
I'm already slammed. Isn't this one more thing to manage?+
The opposite. The whole point is to take financial management off your plate and give you clarity, so you make faster, better-informed decisions with less stress — not more work.
What's the difference between you and my accountant?+
Your accountant records what already happened — the rear-view. A fractional CFO looks forward: forecasting cash, planning for decisions, and building the financial strategy that shapes what happens next.
How do I get started?+
Book the free strategy call. We'll talk through your situation and, if it's a fit, scope a diagnostic or ongoing engagement from there.

Ready to see where your finances stand?

Start with the free call. It's the first step, and there's no obligation to go further.

Book a strategy call