Practice file

A website that sells an ongoing advisory retainer, not a one-time engagement

A fractional CFO site has to prove judgment before a prospect ever gets on a call, because the buyer is evaluating a person or a small team they will trust with financial strategy, not a commodity service.

Book a demo Plans from $137 a month
  • 01234567890123456789pages in the build
  • 01234567890123456789days to launch
  • 01234567890123456789revisions a month
  • $012345678901234567890123456789012345678901234567890123456789build fee, after launch

What usually goes wrong for Fractional CFO firms

EntryWhat it costs the practice

  • 01

    The site reads like a general accounting firm site, when the buyer is comparing the firm against other advisory options, not other bookkeepers.

  • 02

    There is no way to show the kind of company the firm typically works with, so every enquiry has to be qualified from scratch on a call.

  • 03

    Pricing structure for a retainer is completely absent, leaving budget-conscious founders unsure if the service is even in range.

  • 04

    The site has no page dedicated to the specific outcomes a fractional CFO delivers, like cash flow forecasting or fundraising support.

Site register08 pages

The pages your site will carry

Every one is a real page with its own copy, not a section on a single scrolling home page.

  1. 01Home
  2. 02About
  3. 03Who we work with
  4. 04Fractional CFO services
  5. 05Cash flow and forecasting
  6. 06Fundraising and investor support
  7. 07Contact
  8. 08Client intake form

The niche tool

Client intake form

Asks company stage, current monthly revenue range and the specific advisory need, so a call only happens once the fit is roughly clear on both sides.

How the intake form works

Three ways to run it

Each plan includes everything in the one before it. The $797 build fee is the same on all three, and is invoiced only after launch.

Tier 1

Single Entry

The website, fully managed

$012345678901234567890123456789012345678901234567890123456789/ month

live in 7 days

Compare plans

Tier 2

Double Entry

Everything, plus the AI Engine

$012345678901234567890123456789012345678901234567890123456789/ month + usage

live in 10 days

Compare plans

Queries04 answers

Questions from Fractional CFO firms

Can the site describe the kind of company we work with?

Yes, a dedicated section describes the stage, size and situation of companies the firm typically serves, which is one of the strongest filters on an advisory site.

Do you help explain a retainer pricing structure?

We build the pricing page around whatever structure the firm actually uses, whether that is a published starting retainer, a range, or a "let us scope it" approach.

Can the site cover specific deliverables like forecasting or fundraising support?

Yes, each specialty gets its own page rather than being folded into a general "advisory" paragraph, because founders search for the specific problem they have.

Is this different from your accounting firm build?

The offer and pricing are the same across every practice type. What differs is the page structure and copy, built here around advisory sales rather than compliance work.

Closing entry

See it built for Fractional CFO

A live walk-through, on your screen, of the site you would get. About 30 minutes.