Fractional CFO Services for Coaching & Consulting Businesses

Strategic financial leadership to help you price with confidence, protect delivery margins, and build predictable owner wealth—without staying trapped in time-for-money.

Bennett Financials partners with coaching and consulting founders to turn expertise into a financially scalable business model—where your offers, delivery, and cash flow work together to support sustainable growth.

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See the companies we’ve served.

Building Your Roadmap

Financial Strategy Built for Expertise-Based Businesses

Coaching and consulting businesses often hit a ceiling because the financial model stays tied to the founder’s calendar. Hourly billing, inconsistent payment structures, and unclear delivery costs make it hard to raise prices, hire support, or scale beyond personal capacity—especially when cash flow swings between launches, retainers, and projects.

We help you build a CFO-level financial operating model that clarifies what’s profitable, what’s scalable, and what’s draining margin. That means knowing the real cost to deliver your offers, aligning pricing to value, and building a financial rhythm that supports predictable owner compensation and reinvestment.

Where Consulting Firms Lose Profit (and How We Create Leverage)

Most profit loss doesn’t come from “expenses being too high.” It comes from invisible friction: packages priced without margin data, delivery that expands without scope boundaries, underestimating contractor or support time, and offers that sell well but don’t scale cleanly.

We help you identify which offers create real contribution, which ones rely too heavily on you, and where delivery can be redesigned for leverage. With clearer margins and better financial visibility, your decisions get easier: what to keep, what to repackage, what to stop, and where to invest to reduce founder-dependence.

How We Support Coaching & Consulting Leadership

We work alongside you as a strategic finance partner—bringing structure to pricing, delivery economics, and cash flow so growth becomes predictable and profitable.

We connect pricing to value and margin reality. The goal is offers you can defend, deliver profitably, and scale without constantly renegotiating your time.

We clarify what it truly costs to deliver each offer—support labor, contractor costs, tools, fulfillment time—so you know your margins by package, not just your revenue.

We create a cash rhythm that matches how you get paid—helping smooth volatility so you can plan hiring, marketing, and owner pay with confidence.

We help you move from “whatever is left” to intentional owner pay and reinvestment planning—supported by reporting that makes the business understandable at a glance.

A CFO Framework Focused on Predictable Cash Flow and Provider Value

Our work strengthens the financial engine behind your expertise—so your revenue can grow without increasing stress, hours, or unpredictability.

Core Areas of Impact

  • Profitability by offer (not just total revenue)

  • Pricing structure aligned to margin and delivery reality

  • Delivery design that reduces founder-dependence

  • Predictable cash flow planning across inconsistent pay cycles

  • Clear reporting to support confident growth decisions

Outcome-Oriented Perspective
When offer economics are clear and cash flow is planned, scaling stops feeling like guesswork. You can raise prices with confidence, hire support intentionally, and build a business that creates wealth without requiring you to be the bottleneck.

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“With Arron's leadership, we grew from zero to $300K MRR. His skills in finance and strategy have been invaluable. Aaron is more than a fractional CFO; he’s a dedicated partner who safeguards our brand and supports our growth.”

Taylor Hersom

Eden Data, Chairman

Frequently Asked Questions

A Fractional CFO provides strategic financial leadership focused on offer profitability, pricing structure, cash flow planning, and decision support. The goal is to help founders build predictable profit and scale beyond time-for-money constraints.

You need to understand the true cost to deliver it—time, support labor, contractor help, tools, and fulfillment effort—then compare that to collected revenue. A CFO helps you track these inputs consistently so margins are clear by offer, not just overall.

The shift works when pricing is tied to value and backed by delivery economics. A CFO helps model package structures, set boundaries, and ensure the offer remains profitable even when delivery expands or complexity increases.

Cost of Delivery is the real cost to fulfill your work—contractors, internal support time, software tied to delivery, and the founder’s delivery effort. It matters because it determines your true margin per offer and which services are worth scaling.

Cash stability comes from planning around timing and building a predictable operating rhythm. A CFO helps forecast inflows, align expenses to the cycle, and structure owner pay and reserves so income isn’t whiplash.

Yes. Scaling with contractors works best when roles, delivery costs, and margins are clearly tracked by offer. A CFO helps ensure you’re not growing headcount or contractor spend faster than contribution profit.

Typically when pricing decisions feel uncertain, margins are unclear by offer, cash flow is inconsistent, or the founder wants to scale beyond their own capacity. If growth is happening but profit and predictability aren’t, it’s usually the right time.

Case Studies

“He’s more than just a CFO—he brings creative ideas, deep experience, and valuable insights from different industries that have transformed our business.”

Daniel Passarelli

Co-Founder, RHFL

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