What We Offer
Vera CFO gives founder-led businesses a real financial partner: forecasting, modeling, and the strategic guidance behind your biggest decisions. Every engagement is a flat monthly retainer, and all three tiers include full access to Matt. The difference is scope, frequency, and depth.
Foundations
$2,000/month
For early-stage businesses getting real financial visibility for the first time.
✓ Bi-weekly strategy call with Matt
✓ Cash flow monitoring and burn rate management
✓ Financial forecasting and budgeting
✓ Investor-ready reporting as needed
✓ Simple monthly financial snapshot
A real financial foundation, explained clearly.
MOST POPULAR
Growth
$5,000/month
For growing businesses making bigger, more frequent financial decisions.
✓ Everything in Foundations
✓ Weekly calls with Matt
✓ Deeper forecasting: inventory, line of credit, working capital
✓ Unit economics and margin analysis (CAC, LTV, payback)
✓ Channel and product profitability analysis
✓ KPI tracking and reporting
✓ Vendor and contract negotiation support
✓ Fundraising prep: pitch deck and 3-year model
A CFO embedded in how you actually make decisions, not just reporting on them after the fact.
Enterprise
$10,000/month
For fast-moving or complex businesses: raising, acquiring, or making high-stakes calls.
✓ Everything in Growth
✓ Near-daily availability
✓ Active fundraising execution: data room, diligence, through close
✓ M&A analysis and transaction support
✓ Cap table management and equity modeling
✓ Board and investor reporting
✓ Financial systems and tooling as you scale
A fully embedded strategic finance partner across every major decision.
Already have a CPA or bookkeeper? Good, that's how this works best. They keep the numbers accurate. Vera CFO turns those numbers into strategy.
Not sure which tier fits? Most engagements start in Growth. If the scope feels like more than you need, tell us what matters most and we'll right-size the retainer together.
Not ready for an ongoing retainer? If you have a specific model to build, a raise to prepare for, or an analysis that needs expert attention, Vera CFO can step in for a defined project scope and timeline. Pricing and timeline determined by scope.
How We Work
Every engagement is built to deliver value quickly — and compound over time.
1
Start with a Conversation
We start with a straightforward conversation about your business, your goals, and where the gaps are. No lengthy intake process — just a direct discussion to make sure we're aligned on what you need.
2
Define the Scope
We confirm which tier fits and what's in scope. If you need something different from the standard tiers, we adjust it together before anything is signed.
3
Do the Work
Every engagement starts with a deep dive into your financials — getting the foundation right before building on it. Within weeks, not months, you have a CFO who knows your business and moves with urgency.
4
Grow Together
The relationship deepens over time. As your business grows, engagements often move up a tier as the work expands.
Let’s Talk
Schedule a call directly, or fill out the form and Matt will be in touch within 24 hours.