04 // PLANS & PRICING

Pick your lane.
Outgrow it. Upgrade.

Every engagement is month-to-month. No long contracts. Cash visibility in 30 days. Full STRATEGO Finance OS live in 60–90.

Month-to-month. 30-day out clause. No annual commitments, no auto-renewals, no penalties. If the work isn't delivering, you leave. That's it.

PAWN
Under $500K — On-ramp

Finance Unlocked™

$199/month

The on-ramp for founders not yet at $500K, or operators not ready for a full retainer. Async support, monthly group sessions, and the STRATEGO playbook library.

  • +Async support (48hr response SLA)
  • +Monthly group CFO Q&A sessions
  • +STRATEGO playbook library access
  • +Cash flow worksheet templates
  • +AI Spend & Usage ROI Management
  • +Graduate to BISHOP when ready
Join the Waitlist →
BISHOP
$500K — $1M · Core CFO

Control & Clarity™

$3,900/month

Monthly close oversight, banker/CPA-ready financials, KPI dashboard, monthly strategy call, quarterly deep-dive.

  • +Monthly close oversight
  • +Banker- & CPA-ready financials
  • +KPI dashboard (live)
  • +Monthly 60-min CFO strategy call
  • +Quarterly financial deep-dive
  • +QBO audit & cleanup
  • +AI Spend & Usage ROI Management
Start with BISHOP →
ROOK
$1M — $4M · Foundational CFO

Stabilize & Grow™

$6,900/month

Adds 13-week cash flow forecasting, location-level unit economics, scenario planning, pricing strategy, bank/investor reporting packs.

  • +Everything in BISHOP, plus:
  • +13-week rolling cash flow forecast
  • +Unit economics by location
  • +Scenario planning (3+ models)
  • +Pricing strategy analysis
  • +Bank & investor reporting packs
  • +AI Spend & Usage ROI Management
  • +Bi-weekly strategy calls
Start with ROOK →
★ MOST_POPULAR ★
KNIGHT
$5M — $30M · Full-Stack CFO + AI

Scale Command™

$8,900/month

Adds quarterly/annual planning, AI-powered FP&A, M&A diligence prep, cap table & fundraising modeling, 3,000+ investor contacts.

  • +Everything in ROOK, plus:
  • +AI-powered FP&A (STRATEGO Finance OS)
  • +AI Spend & Usage ROI Management
  • +Quarterly & annual planning
  • +M&A diligence prep
  • +Cap table & fundraising modeling
  • +Access to 3,000+ investor contacts
  • +Weekly strategy calls
  • +Direct cell access to Albert
Start with KNIGHT →
// WHAT'S INCLUDED

Compare all tiers.

ServicePAWNBISHOPROOKKNIGHT
Monthly close oversight
KPI dashboard (live)
Monthly CFO strategy call
13-week cash flow forecast
Unit economics by location
Scenario planning
Bank & investor reporting
Bi-weekly strategy calls
AI-powered FP&A
Quarterly & annual planning
M&A diligence prep
3,000+ investor contacts
Weekly strategy calls
Direct cell access to Albert
Price$199/mo$3,900/mo$6,900/mo$8,900/mo
12 // FAQ

Questions I get
every first call.

01
What makes STRATEGO different from other fractional CFOs?

I built STRATEGO exclusively for fitness, wellness, and longevity brands doing $500K to $30M in revenue. It's not a generalist firm with a fitness page bolted on. I run every engagement myself — I spent 16+ years inside Life Time Inc. (NYSE: LTH), Gold's Gym, and 24 Hour Fitness running operations, leading strategic finance, and managing multi-unit P&Ls. Most fractional CFO firms staff engagements with senior bookkeepers wearing CFO titles. I deliver actual operator-grade finance leadership, paired with the proprietary STRATEGO Finance OS that runs AI-powered FP&A, 13-week cash flow forecasting, and KPI dashboards as a continuous service — not a quarterly deliverable.

02
Do you replace my bookkeeper or CPA?

No. I layer on top of your existing bookkeeper and CPA. Your bookkeeper handles the day-to-day transaction coding and reconciliations. Your CPA handles tax filings and compliance. I handle everything in between and above: financial strategy, cash flow forecasting, unit economics, KPI design, banker and investor reporting, and the executive-level financial decisions nobody else on your team is qualified to make.

03
How fast will I see real value from STRATEGO?

Cash visibility within 30 days. Full STRATEGO Finance OS running within 60 to 90 days. The first 14 days I spend on a Cash & Clarity Diagnostic — I plug into your QuickBooks Online, audit your chart of accounts, identify miscoding and vendor overcharges, and build your first 13-week cash flow forecast. By day 30 you'll have a KPI dashboard, a clean monthly close cadence, and your first CFO strategy call with me.

04
Are your engagements long-term contracts?

No. Every retainer I run is month-to-month with 30-day notice. No annual commitments, no early-termination penalties, no surprise auto-renewals. You stay because the work is delivering value — not because you're locked in. That structure puts the burden of performance on me, not on you.

05
I'm under $500K — can you still help?

My core retainers are designed for operators between $500K and $30M. If you're below that floor, the right entry point is Finance Unlocked at $199/month — the on-ramp for founders not yet at $500K. When you cross the threshold and are ready for a full CFO retainer, I graduate you up. If your business is significantly below the floor, I'll tell you that honestly.

06
Do you work with franchisors and franchisees?

Both. For franchisees and multi-unit operators, I build location-level P&Ls, four-wall EBITDA models, and unit economics that show you exactly which locations are profitable and which are quietly bleeding. For franchisors, I support FDD financial sections, Item 19 preparation, royalty structure modeling, and the unit-level economics that hold up under scrutiny.

Ready to pick your lane?

Book a free 30-minute CFO Strategy Call. I'll tell you which tier fits your stage — and what we'll unlock in the first 30 days.

Book the CFO Strategy Call →