CFO PARTNERSHIP PRICING
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
$3,000 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
$6,000 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
ADDITIONAL CFO SERVICES
Flexible Engagement Options
Fractional CFO (Hourly Advisory)
$250 – $350 per hour
Senior-level CFO guidance for targeted needs such as strategic decision support, financial reviews, lender discussions, or board preparation without a long-term commitment.
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.
CLIENT ADVISORY SERVICES (CAS) PRICING
Client Advisory Services (CAS) provide focused, one-on-one advisory support for businesses and individuals requiring expert guidance on
tax compliance, tax planning, cross-border taxation, and related financial matters.
CAS engagements are advisory in nature, clearly scoped, and tailored to the complexity of each client’s situation.
Entity Structuring & Tax
Optimization
$2,500 – $5,000
Strategic advisory for entity formation, restructuring, ownership changes, and long-term tax efficiency planning to support compliant, well-structured business growth.
Business Tax Compliance & Planning
$2,500 – $10,000
Tax compliance and proactive planning support, including return preparation and review, estimated taxes, and alignment of tax positions with business and personal objectives.
Cross-Border & International Tax Advisory
$5,000 – $15,000
Advisory support for inbound and outbound tax matters, including foreign income reporting, entity structuring, ownership considerations, and coordination of U.S. and non-U.S. tax requirements.
One-Time
Financial & Tax Diagnostic
$5,000 – $10,000
Comprehensive review of financials, accounting practices, and tax positions to identify gaps, risks, and inefficiencies, with clear, actionable recommendations.
IRS
Representation & Audit Support
$250-$750 per hour
Professional representation and support for IRS audits, examinations, and tax disputes, focused on efficient resolution, compliance, and risk mitigation.
State & Local Tax (SALT)
Review & Advisory
$5,000 – $10,000
Advisory support for multi-state operations covering sales tax, franchise tax, nexus analysis, compliance obligations, exposure assessment, and risk mitigation across jurisdictions.
Federal
R&D Tax
Credits
Starting at $10,000
Identification, documentation, and advisory support for U.S. federal R&D tax credits, emphasizing accuracy, substantiation, compliant methods, filing coordination, and audit readiness.