ENGAGEMENT MODEL
Clarum pricing reflects the responsibility and accountability of a CFO operating at the ownership and board level.
Engagements are structured as predictable monthly retainers based on complexity, decision impact, and level of involvement—not billable hours.
Our role extends beyond reporting to active participation in financial strategy, tax structuring, and commercially sound decision-making.
FOUNDATION PARTNER
$5,000 per month
For businesses that need financial discipline, clarity, and control.
OUTCOME
Reliable, defensible financial information
Clear visibility into cash flow and profitability
Reduced accounting and compliance risk
SCOPE
CFO oversight of accounting and monthly close
Cash-flow monitoring and variance analysis
Tax coordination and compliance supervision
Commercial guidance on contracts and vendor terms from a financial and risk perspective
GROWTH PARTNER
$7,500 per month
For owners making hiring, expansion, and structural decisions.
OUTCOME
Predictable cash flow and improved margins
Tax-efficient operational decisions
Stronger financial controls and governance
SCOPE
Everything in Foundation Partner
Rolling cash-flow and profitability forecasts
Quarterly tax planning and structure optimization
Contract and deal review from financial, tax,
and corporate governance perspectives.
CFO participation in strategic and operational decisions
STRATEGIC PARTNER
$10,000 per month
For founders, boards, and complex or high-stakes environments.
OUTCOME
Enterprise-level decision support
Optimized financial, tax, and commercial structure
Long-term enterprise value focus
SCOPE
verything in Growth Partner
Board-level financial reporting and analysis
Capital, lender, and investor support
Transaction, restructuring, or turnaround advisory
Advanced tax, multi-state, and cross-border considerations
Commercial risk assessment and contract structuring support
Flexible Engagement Options
One-Time Discovery & CFO Tune-Up
$5,000 – $10,000
A comprehensive diagnostic covering accounting, finance, and tax positioning to identify gaps, inefficiencies, and risks.
Includes cash-flow analysis, compliance review, and practical recommendations to strengthen financial discipline and decision-making.
Custom CFO Engagements
Pricing based on scope and complexity
Tailored CFO advisory engagements designed for unique situations such as rapid growth, restructuring, transactions, or special projects structured to match the depth and duration of involvement required.
Note: One-time and hourly engagements may serve as an initial engagement, with ongoing CFO partnerships available for continued strategic support.