Monthly CFO support, priced around
the level of financial leadership you need.
You may already have a bookkeeper, accountant and monthly reports, but still find yourself carrying too much of the financial interpretation alone. The question is no longer whether the accounts are being completed; it is whether the numbers are helping you make the next decision.
Diamond Advisory offers three levels of ongoing CFO support, starting from $4,000 per month plus GST. Each level gives you direct access to experienced CFO judgement; the difference is how closely the work is integrated into your management, finance and board rhythm.
Monthly CFO services from $3,000 plus GST
Direct access to Eve Diamond, CPA and Board Director, with more than 30 years of senior finance experience.
When the finance function is working,
but your CEO is still the one joining the dots ...
The reports arrive, but the decision is still unclear
There may be plenty of information, but not enough explanation of what has changed, what needs attention and what management should do next.
Cashflow is taking too much management attention
The bank balance is being checked constantly because there is no reliable view of what is coming in, what is going out and where pressure is building.
The CEO is carrying the financial picture alone
Operational and strategic decisions keep landing with the CEO because nobody else is connecting reporting, cashflow, forecasts and commercial priorities.
Growth has outpaced the finance function
The organisation has become larger or more complex, but its reporting, forecasting and controls still reflect an earlier stage of the business.
Three levels of ongoing CFO support
Choose the level that most closely reflects the financial leadership your organisation needs now. The final scope and fixed monthly fee are confirmed before work begins.
CFO Clarity
From $3,000
per month plus GST
For organisations that need a reliable monthly financial view, clearer interpretation and experienced CFO input before important decisions are made.
Typically includes:
✓ Monthly CFO meeting with the CEO or nominated executive
✓ Monthly management reporting with written CFO commentary
✓ Review of cashflow and the rolling 13-week cash forecast
✓ Quarterly rolling forecast review
✓ Annual budget review and challenge of key assumptions
✓ Identification of financial risks and emerging pressure
✓ Coordination with your bookkeeper, accountant and tax adviser
✓ CFO input on agreed material decisions during the month
Best suited to an organisation with reliable accounts and an established finance process that needs stronger interpretation rather than active finance-team leadership.
CFO Partnership
From $7,000
per month plus GST
For CEOs and leadership teams who need an ongoing CFO alongside them, with regular forecasting, stronger management reporting and senior input into commercial and financial decisions.
Typically includes:
✓ Everything included in CFO Clarity
✓ Fortnightly CFO meetings
✓ Monthly rolling forecast updates
✓ More active cashflow and working-capital oversight
✓ Budget development and regular variance analysis
✓ Profitability, pricing and capacity analysis
✓ Board-ready financial reporting
✓ Active oversight of the internal and external finance team
✓ Priority support around hiring, investment and funding decisions
✓ Regular review of financial controls and responsibilities
Most Common Fit
Best suited to an organisation where financial decisions are becoming more frequent, the board expects clearer information or the CEO needs a senior finance partner who understands the business over time.
Embedded CFO
From $12,000
per month plus GST
For organisations that need active CFO leadership integrated into the executive team, finance function and board rhythm without appointing a full-time CFO.
Individually scoped and may include:
✓ Monthly CFO meeting with the CEO or nominated executive
✓ Monthly management reporting with written CFO commentary
✓ Review of cashflow and a rolling 13-week cash forecast
✓ Quarterly rolling forecast review
Annual budget review and challenge of key assumptions
✓ Identification of financial risks and emerging pressure
✓ Coordination with your bookkeeper, accountant and tax adviser
✓ CFO input on agreed material decisions during the month
Best suited to a larger or more complex organisation that needs genuine CFO ownership, not simply a monthly reporting review.
Regardless of the service level, you work directly with Eve Diamond for the CFO judgement, financial interpretation and senior conversations that shape the engagement.
The work is designed to make the financial picture more useful to the people making decisions, rather than simply adding another layer of reports.
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A clearly agreed scope and monthly financial rhythm
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Plain-English interpretation of the financial position
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Priorities and actions following each formal CFO review
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Coordination with existing bookkeeping, accounting and tax providers
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Early identification of material financial risks and reporting gaps
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A fixed monthly fee once the scope has been agreed
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Clear communication arrangements between scheduled meetings
What every CFO service level includes
Compare the level of CFO involvement
The distinction is not simply the number of hours provided.
It is the frequency of CFO involvement, the degree of ownership and how closely the work connects with management and the board.
Support
CFO Clarity
CFO Partnership
Embedded CFO
Formal CFO meeting
Management Reporting
Cashflow forecast
Monthly
Monthly
Monthly review
Fortnightly
Monthly with deeper analysis
Fortnightly oversight
Weekly
Executive and Board Reporting
Active weekly management
Rolling forecast
Budget support
Quarterly review
Annual review
Monthly update
Development and regular review
Board reporting
Finance-team oversight
Review and advice
Coordination
Preparation available
Active oversight
Major decision support
Onsite involvement
Agreed material decisions
By agreement
Priority access
By agreement
Continuously maintained
Active ownership
Preparation and attendance
Direct leadership
Embedded involvement
Built into the scope where required
Initial CFO setup
Before the monthly rhythm can begins, your financial position needs a proper review
CFO on-boarding and financial reset
from $4,500 plus GST
The initial review creates the foundation for the ongoing CFO relationship. The work required depends on the state of the accounts, reporting, forecasts and broader finance function.
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Review of current management and board reporting
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Review of the cash position and available cashflow forecasts
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Assessment of budgets, forecasts and key assumptions
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Review of financial responsibilities and reporting timelines
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Identification of immediate reporting, control or governance concerns
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Agreement on the first 90-day priorities
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Design of the future meeting, reporting and forecasting rhythm
You will receive a confirmed scope and fee before this work begins.
What changes the fee
The advertised prices are starting points because organisations of a similar size can require very different levels of CFO involvement.
How many entities, divisions or funding streams are involved?
Are the accounts current, reliable and ready for management reporting?
How frequently must cashflow and forecasts be updated?
Is board or committee reporting and attendance required?
Does the engagement include leadership of the finance team?
Are there active cashflow, funding, restructuring, or remediation issues?
These boundaries and any additional project work will be assessed and made clear well before the engagement begins.
How the engagement begins
Initial CFO conversation
We begin with a practical discussion about the decisions, reporting issues or financial pressure bringing you to the page.
1
Financial review and scope
We review enough information to determine the appropriate service level, identify any initial repair or setup work and confirm the fee.
2
First 90-day priorities
The first three months focus on the issues that need attention first, whether that is cashflow, reporting, forecasting, financial control or leadership of the finance function.
3
Ongoing CFO rhythm
Ongoing CFO services begin with an initial three-month engagement and continue monthly by agreement.
4
The work should change something
A CFO engagement should give the CEO and board a stronger basis for making decisions, not merely produce another collection of spreadsheets.
Common Questions about CFO Pricing
A useful first conversation, before either side makes a commitment
The CFO Strategy Call is designed to understand what is happening in your organisation, where the financial pressure is showing up and which level of support is likely to be commercially sensible.
You will leave with a clearer view of what needs attention first, whether or not we decide to work together.
