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High Point Finance Leadership
Engagements & pricing

The right level of leadership.
At the right time.

Financial leadership should fit how your business operates. Most owners start with the 60-Day CFO Foundation, then choose the level of support that fits. Pricing is published so you know where you stand before we talk.

Book a Strategy CallCompare engagements
Guillermo Rodriguez reviewing cash flow and profitability with a business owner
How to work together

Start with 60 days. Stay as you grow.

Every engagement is tailored, not a fixed package. Meeting cadence, access, and scope are agreed up front.

Start here · 60-day project

The 60-Day CFO Foundation

A focused two-month project to get your numbers solid and tackle your biggest priority, whether that's cash, pricing, a bank renewal, or a big decision you need to get right. It's the best way to see what working with a CFO is like before you choose a monthly plan.

$4,000 / month for 2 months
Starting at · Scope agreed in writing up front
Ask about the Foundation
Weeks 1–3

See where you stand

We dig into your books, cash, and jobs or deals alongside your bookkeeper, or help you put the right one in place. You learn your true cash position and what is helping or hurting your profit. Messy books are normal, and cleanup starts here.

Weeks 4–6

Fix your top priority

We tackle the one issue that matters most right now, and set up the cash forecast or dashboard you need if you don't have one yet. If you already do, we build on what works instead of redoing it.

Weeks 7–8

Know your next move

Your State of Your Numbers session. Guillermo walks you through what he found, what to fix next, and which monthly level fits your business, if any.

What's included. A kickoff working session in your first week, a meeting with Guillermo every two weeks, cleanup alongside your bookkeeper, one priority project, and a written State of Your Numbers summary with your next-step roadmap. Ongoing CFO work, like regular decision support, bank and bonding meetings, and planning, is what the monthly plans are for.

After 60 days, you decide what's next. Continue with a month-to-month plan you can cancel anytime with 30 days' notice, or take your roadmap and run with it. We take on a limited number of Foundation clients each quarter.

After 60 days, choose your level

01 / Foundational

Financial Oversight

For owners who need dependable numbers and a clear monthly picture before making bigger moves.

$5,000 / month
Starting at · Scope tailored to your business
  • Monthly CFO review meeting
  • Monthly KPI dashboard and financial summary
  • 13-week cash flow forecast, refreshed monthly
  • Job, property, or deal profitability reporting
  • Close and reporting review with your bookkeeper
  • Email access between meetings

Connected finance reporting included. Broader operations builds scoped separately.

Typically $1M–$5M in revenue
Discuss Financial Oversight
03 / Embedded

Executive CFO

For owners who want a CFO inside the leadership team, week in and week out.

$15,000 / month
Starting at · Scope tailored to your business
  • Everything in Strategic
  • Weekly leadership meetings
  • A direct line to your CFO between meetings
  • Board, partner, and investor reporting
  • Financing and capital strategy
  • Finance team, systems, and controls oversight
  • Exit, succession, or acquisition readiness

Connected finance reporting included. Broader operations builds scoped separately.

Typically $20M+ or multi-entity
Discuss Executive CFO

Every engagement, including the 60-Day CFO Foundation, comes with a 14-day satisfaction guarantee. Not satisfied in the first 14 days? You get a full refund.

Prices shown are starting points. Final fees depend on the scope of work, the number of entities, and the condition of your books, and are confirmed in writing before any engagement begins.

Weighing a full-time hire? Compare the cost of a full-time CFO →

Revenue ranges are a guide, not a requirement. Pricing depends on the number of entities, projects or properties, reporting quality, and how often you need CFO involvement.

Not sure where you fit?

Find your level in four questions.

Answer four quick questions and we'll point you to the engagement that fits how you run your business today. Guillermo confirms the right fit on your strategy call.

1Where are your books and numbers today?
2How often are you making big decisions, like large bids, hires, purchases, or financing?
3How involved do you want your CFO to be?
4What is your annual revenue?
Included in every engagement

The High Point standard.

A named CFO

Your CFO leads your engagement personally. No hand-offs, no rotating team.

Clear scope

Deliverables, cadence, and responsibilities are agreed in writing before work starts.

Your team, not replaced

We work alongside your bookkeeper, controller, and CPA, and if your team has gaps, we help you fill them or build the right team.

Your data, protected

Security is a top priority. We use business-grade AI and take deliberate steps to safeguard your information, with CPA-level care.

How it begins

From first conversation to working partnership.

01

Strategy call

A free 30-minute call about what's working, what's unclear, and where decisions are getting harder.

02

Your first 60 days

We get your books and cash clear, tackle your biggest priority, and show you exactly where you stand.

03

Choose your level

Pick the monthly plan that fits, from oversight to an embedded CFO. Month to month, cancel anytime with 30 days' notice.

04

Grow with a CFO on your team

Keep Guillermo at the table for the bidding, hiring, buying, and financing decisions ahead.

Questions about pricing

Good to know.

Is there a guarantee?

Yes. Every new engagement, including the 60-Day CFO Foundation, comes with a 14-day satisfaction guarantee. If you're not satisfied within the first 14 days, we'll refund your payment in full.

Is there a long-term contract?

No. Monthly plans are month to month. You can cancel anytime with 30 days' notice, and your agreement spells out the terms before work begins.

Why publish prices?

So you can decide whether a conversation is worth your time. Prices are starting points; your exact proposal reflects your scope.

Where do most owners start?

With the 60-Day CFO Foundation, a two-month project starting at $4,000 a month that gets your numbers solid and tackles your biggest priority. It ends with a State of Your Numbers session, where Guillermo shows you where you stand and recommends the monthly level that fits, if any.

What if my books are a mess?

That is normal, and it is not a reason to wait. Cleanup starts in the first few weeks, working alongside your bookkeeper and filling any gaps in your team to get the numbers right before we build on them.

Can we change levels later?

Yes. You can move up or down a level as the business grows or a big decision approaches.

What affects the price?

The number of entities, projects, or properties; the condition of your books; how often you meet; and whether you need lender, investor, or board reporting.

Let's talk

Let's build the right engagement around your business.

There's no need to choose a package before talking. Start with your priorities and we'll recommend the level of partnership that makes sense.

Book a Strategy Call What a fractional CFO does

Prefer to talk now? Call 325-374-2320 or email guillermo@rodriguezcfo.com