Fractional Financial Services
Most firms make you sit through a sales call before you ever see pricing.
We believe in transparency from the first tee.
At Birdie Financial, clarity isn’t just part of the work — it’s how we work.
Our pricing is simple, our process is structured, and our partnership is built on trust.
Whether you need strategic forecasting, cash flow visibility, or a sounding board for key decisions, our fractional CFO model brings high-level financial guidance into your business — without the full-time overhead.
Our Core Financial Services
Financial Clarity
Bringing order to your numbers and insight to your cash flow.
These services give you a clear, accurate picture of your financial health — so you can make confident, informed decisions.
Cash Flow Dashboards
Budgeting & Forecasting
Strategic Decision Support
Helping you plan for what’s next — not just report on what’s past.
We model, analyze, and translate financial data into strategy you can act on.
Scenario Planning & Decision Support
Pricing, Hiring, & Investment Analysis
Performance & Alignment
Ensuring your financial strategy aligns with your goals, people, and performance.
We review, refine, and optimize your structure to support sustainable growth.
Quarterly Financial Reviews
Compensation Strategy
Discover
Timeline: Initial 1-2 Weeks
What Happens:
We start with a deep-dive conversation — not a form. You’ll share your goals, challenges, and what “success” means for you or your organization.
We gather your key financial data, review your current systems, and surface what’s working — and what isn’t.
Deliverables:
Discovery meeting & notes summary
Financial snapshot or baseline dashboard
Recommended focus areas for improvement
Outcome:
You’ll walk away with clarity about where you stand — and what decisions matter most right now.
Design
Timeline: Weeks 3–6
What Happens:
We translate insight into structure. Whether it’s a cash flow model, forecasting tool, or long-term wealth roadmap, this is where we design your custom plan.
Our goal is to make complexity simple — so you can see your path clearly before you take the next shot.
Deliverables:
Custom financial model or plan design
Review meeting to refine assumptions
Short-term and long-term targets (your “scorecard”)
Outcome:
You’ll have a clear, visual roadmap that connects today’s choices to tomorrow’s goals.
Decision
Timeline: Weeks 7–12 (and ongoing if retained)
What Happens:
Now we put the plan into play. We review your metrics regularly, track outcomes, and adjust as needed — so your strategy stays aligned and actionable.
This phase builds momentum through ongoing clarity and partnership.
Deliverables:
Decision support session(s)
Monthly or quarterly review dashboard
Action checklist with next steps
Outcome:
You’ll move forward with confidence — knowing you have structure, visibility, and a partner by your side.
Pricing
When you book your initial discovery call with Birdie Financial, we start with one thing — you.
We’ll dig into what’s working, what’s stressful, and where you feel stuck. You’ll walk away with clarity on your biggest financial pain points and a suggested model — whether that’s a short project to get you unstuck or a monthly retainer that provides ongoing partnership.
What you won’t get?
A hard sell, vague answers, or hidden costs.
We’ve sat through too many conversations where pricing is a mystery and “custom proposals” hide surprises down the road. We’ve burned time — and trust — in those settings, and we refuse to do that to our clients.
That’s why we list our pricing right on our website (see right).
You should know exactly what you’re investing in and what you’ll receive — before we ever get on a call.
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For project-based or short-term support that needs flexibility.
Includes on-demand financial modeling, dashboard design, forecasting, and strategic decision-making sessions.Billed hourly with detailed time tracking
No minimum hours required
Ideal for testing fit before moving to a retainer
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For small businesses or nonprofits building their first layer of financial structure.
Includes:Up to 10 hours/month at a discounted $175/hour rate
Cash flow dashboard and monthly updates
Budgeting support and quarterly review
Minimum Commitment: 3 months
Additional hours billed at $200/hour -
For founders and service-based organizations scaling from $1M–$3M in annual revenue.
Includes:Up to 20 hours/month at $175/hour
Rolling forecast and scenario planning
Monthly strategy check-in and leadership reporting
Minimum Commitment: 3 months
Additional hours billed at $200/hour -
For established businesses ($3M+) needing ongoing strategic finance guidance.
Includes:Up to 30 hours/month at $175/hour
Advanced financial modeling and multi-scenario planning
Pricing, hiring, and investment analysis
Quarterly board-level reporting
Minimum Commitment: 3 months
Additional hours billed at $200/hour -
For high-growth or multi-entity organizations ready for an embedded fractional CFO.
Includes:Up to 40 hours/month at $175/hour
Full financial leadership partnership
Comprehensive decision support and compensation strategy
Executive-level collaboration
Minimum Commitment: 3 months
Additional hours billed at $200/hou -
For defined, one-time engagements with clear deliverables.
Cash Flow Dashboard Build – $3,000
15 hours, includes setup and training12-Month Forecast & Financial Model – $7,000
Comprehensive forecast, margin and scenario analysisPricing or Compensation Strategy – $4,000
Profitability and ROI modeling, recommendations summaryGrant or Fundraising Budget Package – $5,000
Investor or grant-ready projections and financial narrative alignment