A custom engagement may be the right fit if:

• Your business is facing a specific inflection point, such as rapid multi-location growth, a major investment, or a restructuring.

• You need elements from multiple offerings, for example, a Clarity Intensive to start, followed by shorter term advisory and internal team support.

• You already have some finance leadership in place, but you need higher level strategic guidance for a defined period.

• Your operations are complex enough that a standard scope does not feel quite right.

• You value having a partner who can design a structure around your context rather than asking you to fit into a template.

Custom Tailored Engagements are flexible, but they are never vague. Common structures include:

• A combined deep dive and implementation phase that starts with clarity work, then moves into targeted systems or reporting changes.

• A shorter term strategic advisory partnership focused on a specific initiative, such as expansion, pricing redesign, or preparing for a financing conversation.

• A hybrid model where we work alongside your internal finance or operations lead to elevate their capabilities while guiding key decisions.

• A phased roadmap where we agree on clear priorities and move through them in a sequence that respects your capacity and resources.

Whatever the design, the goal is the same: to create a structure that meaningfully supports your next stage, without overbuilding or overcomplicating things.

We follow a simple but thorough process so you always know what to expect.

1. Discovery and definition
We begin with a dedicated discovery process to understand:

• Your current financial landscape and systems.

• The decisions and changes ahead.

• The internal capacity and team you already have.

• What a successful outcome would look like for you.

From there, we define what type of support will create the most impact and how long it needs to last.

2. Engagement design
We then design a clear engagement outline that may blend:

• Elements of the Financial Clarity Intensive.

• Strategic advisory sessions and decision support.

• Systems and process work similar to Growth and Systems Advisory.

• Light touch support for your internal team.
  
  

You will see the structure, cadence, and deliverables laid out in plain language.

3. Delivery and collaboration
Once we begin, we work closely with you and your team, keeping communication open and expectations clear. This may include:

• Regular check ins at a cadence that fits the engagement.

• Live working sessions to move things forward in real time.

• As needed support around key milestones or decisions.
  

4. Close out and next steps
As the engagement wraps, we review progress, clarify next steps, and, where helpful, recommend whether future support looks like a defined project, an ongoing Fractional CFO Partnership, or an internal handoff.

Because each custom engagement is unique, the outcomes vary, but typically include:

• A structure that directly addresses the specific challenge or transition you are facing.

• Clearer systems, processes, or decision making frameworks built around your real world operations.

• A stronger sense of confidence that your financial and strategic decisions are grounded and thought through.

• A plan for what happens next, whether that is internal ownership, continued partnership, or another clearly defined phase of work.

The common thread is that you are no longer trying to solve a complex problem alone or with tools that were never designed for your situation.

To keep things clear and aligned with your overall service ladder:

• Choose Founder Finance Membership if you are early stage and want approachable, light touch support.

• Choose Financial Clarity Intensive if you want a defined deep dive and 90 day roadmap.

• Choose Growth and Systems Advisory if you want a 12 week project to strengthen your finance foundations.

• Choose Fractional CFO Partnership if you are ready for ongoing strategic finance leadership.

Choose a Custom Tailored Engagement if:

• Your situation does not cleanly fit into any of the above, or

• You need a thoughtful blend of project work and advisory support, designed specifically around your business.

Pricing for Custom Tailored Engagements is scoped after discovery so that it accurately reflects the complexity, timeline, and level of involvement required.

You will always receive:

• A clear outline of the recommended structure.

• A transparent investment aligned to that structure.

• An opportunity to adjust the scope before anything begins.

This keeps things flexible where they need to be, and precise where they should be.