Engagements
Built around where you are. Designed to take you further.
Every business is at a different stage. That's why we offer flexible engagement models — from monthly bookkeeping and reporting for owner-operated businesses to executive-level financial partnership for companies preparing for their next stage.
Monthly Retainers
A full-time CFO costs $250,000+ per year in salary alone — before benefits, equity, or bonus. Caligo CFO delivers the same financial leadership from $3,000 per month.
Foundation
For companies building their financial foundation.
Stop guessing. Know your cash position, your burn rate, and exactly where your money is going — every month. Foundation gives you the financial clarity to run your business with confidence instead of anxiety.
- Monthly financial close review
- Cash flow monitoring & monthly reporting
- Budgeting & annual financial planning
- KPI dashboard setup + monthly updates
Strategic
For companies at an inflection point.
You're growing fast and the financial decisions are getting bigger. Strategic gives you a working model, real forecasts, and a financial partner who can tell you whether your numbers hold up — before an investor does.
- Everything in Foundation, plus:
- 3-statement financial model (built in month 1, maintained monthly)
- 13-week rolling cash flow forecast (updated monthly)
- Budget vs. actual variance report (monthly)
- Ongoing lender relationship management & covenant monitoring
- Debt financing strategy & working capital optimization
- Profitability & margin analysis
Advisory
For companies that need a true executive partner.
You're fundraising, at a major inflection point, or need someone in the room when it matters. Advisory is full executive-level financial partnership — the financial narrative, the investor model, the board package, all of it.
- Everything in Strategic, plus:
- Active fundraise support (investor model, data room financial prep)
- Quarterly Investor & Board Reporting Package
- Ad hoc financial analysis requests (up to 3 per month)
Bookkeeping & Reporting
Not every business needs a CFO yet.
For owner-operated businesses, the first step isn't strategy — it's clean books and a clear picture of the month. We keep the books and tell you what they mean, in plain English.
What's included
- QuickBooks setup or cleanup
- Monthly categorization & account reconciliation
- Monthly P&L, balance sheet & cash flow statement
- Plain-English monthly summary of what your numbers mean
- Year-end package delivered clean to your CPA
Project-Based
Standalone engagements, scoped to a single objective.
Not every need is ongoing. We take on defined initiatives — quoted per project based on scope and complexity.
- Financial model build (from scratch)
- Pitch deck financial section & projections
- Loan & bank package preparation (new loans, SBA, new facilities)
- Business sale preparation & financial packaging
- Financial infrastructure setup for early-stage companies
- Industry-specific financial analysis
How Pricing Works
Every engagement is scoped and priced based on the complexity, size, and needs of your business.
Book a free discovery call and we'll put together a proposal tailored to you — no obligation, no pressure.
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