Why is the price the same for every client?

Because every client gets the same system. We don’t create stripped-down packages or modular add-ons. Every engagement includes bookkeeping, tax returns, proactive tax strategy, a live forecasting dashboard, monthly CFO sessions, and enterprise value development. The diagnostic process ensures the system is calibrated to your business — the scope doesn’t change.

What is the Leak Check and what does it cost?

The Leak Check is free. It’s a full financial diagnostic that includes a profitability scorecard, a custom tax strategy outline, and an enterprise value gap report — all mapped to the 60/15/15 standard. It gives you a clear picture of where your business stands and what to fix first.

How long does it take to get fully deployed?

The core financial system is live within 90 days, and the full implementation sprint is complete by day 120. Timing depends on the condition and availability of the source financials.

What is the 60/15/15 standard?

The 60/15/15 standard is our financial operating framework: 60% gross margin, 15% sales & marketing, 15% G&A — leaving 30% net profit. Every engagement is structured to move your business toward these benchmarks. We start with a diagnostic, identify your biggest margin leaks, and fix them in priority order.

US-based service businesses doing $1M–$20M in annual revenue. We work across SaaS, law firms, healthcare, marketing agencies, real estate, e-commerce, recruitment, coaching, cyber security, and senior living — any service business that wants a complete financial operating system, not just reactive bookkeeping.

Do you work with businesses preparing for an exit?

Yes — exit planning is built into every engagement from day one. We track your Value Builder Score, reduce owner dependency, document systems, and optimize EBITDA to maximize your exit multiple when you’re ready. Businesses that score 80+ on the Value Builder System sell at a 6.27x EBITDA multiple on average vs. 2.76x for those below 50.

What is included in fractional CFO pricing?

Pricing should reflect the level of strategic-finance support, reporting and forecast work, meeting cadence, coordination required, and the complexity of the business. Review the current service description for the scope offered by Bennett Financials.

What factors affect the scope of a financial engagement?

The condition of the books, number of entities, reporting needs, decision cadence, tax coordination, operating complexity, and implementation capacity all affect the work required.

Pricing

One system.
One investment.

Every client gets the full financial stack — bookkeeping, tax returns, tax planning, CFO strategy, and exit planning. No tiers. No stripped-down packages.

Book Your Leak Check

Free diagnostic · US-based service businesses · $1M–$20M revenue

Monthly Retainer

$5,000/mo

Full system deployed in 90 days

Bookkeeping + tax returns

Proactive tax strategy

Live CFO dashboard

Monthly CFO sessions

Exit planning + enterprise value

No tiers. No add-ons. Everything from day one.

01Clean financials

02Forward forecast

03Tax strategy

04Monthly decisions

$96.2M

Revenue Under Management

Monthly Retainer

$5,000/m

90 days

to full deployment

This is what it costs to have a dedicated financial team running your entire operation through a single diagnostic system.

What’s Included

Clean books and tax returns
Accurate, current financials and full compliance across federal and state filings.
Proactive tax strategy that frees up cash for growth
Entity structuring, timing strategies, and deductions deployed before tax season — not after.
A dashboard mapping your sales and marketing data to a forecast
Live visibility into revenue, pipeline, and margin — connected to your 60/15/15 targets.
Monthly CFO meetings — budget vs. actuals, bottleneck identification
Strategic sessions to track your numbers, identify the next constraint, and keep you on the growth path.
Ongoing enterprise value development
Margin discipline, owner dependency reduction, and documentation built toward a premium exit.

Book Your Leak Check — Free

Free diagnostic for US-based service businesses doing $1M–$20M in revenue.

What This Isn’t

Not bookkeeping with a CFO label on it.

Other Firms

Tiered packages — you get less until you pay more

Wait until tax season to think about your taxes

Add services as line items — surprises on every invoice

Report on what happened — never on what’s coming

Bennett Financials

Every client gets the full system from day one — no tiers

Proactive tax strategy deployed year-round, not at year-end

One flat fee. Everything included. No surprises.

Live forecasting dashboard — always forward-looking

How to Start

The Leak Check.

Free and thorough. It tells both of us whether we’re the right fit before a single dollar changes hands.

30-Minute Call

We discuss your current state, goals, and whether the system is a fit. No pitch. No pressure.

Full Diagnostic

We stress-test your books, cash position, tax exposure, and operational dependencies.

System Installation

If we’re a fit, we install the full financial operating system. Live in 90 days.

Book Your Leak Check

Enterprise Value

The system doesn’t just improve margins.
It builds a business worth selling.

Based on 5,000+ benchmarked companies, businesses that score 80+ on the Value Builder System exit at 6.27x EBITDA — more than double the 2.76x average for those below 50.

Exit planning built into every engagement from day one

With Bennett Financials

80+ Value Builder Score

6.27x

EBITDA exit multiple

Industry Average

Below 50 Score

2.76x

EBITDA exit multiple

Based on 5,000+ companies via Value Builder System

Proof

Real results.
Real businesses.

$402K

Tax Eliminated

Motiv Marketing

$220K+

Tax Savings

VirtualCounsel

$185K+

Tax Savings

Optmyzr

$300K

MRR Achieved

Eden Data

VirtualCounsel

“A team we can rely on, with rapid-fire responses and consistent support.”

Daniel Goodrich

CEO & Founder, VirtualCounsel

Eden Data

“We grew from zero to $300K MRR with Arron’s leadership.”

Taylor Hersom

Chairman, Eden Data

See All Case Studies

Get Started

Your business has the same potential.
The system will show you where.

The Leak Check is free. It’s a full financial diagnostic that shows you exactly where your margins are leaking, what your tax exposure looks like, and where your business stands on enterprise value.

Book Your Leak Check

Free diagnostic for US-based service businesses doing $1M–$20M in revenue.

One system.One investment.

Not bookkeeping with a CFO label on it.

The Leak Check.

30-Minute Call

Full Diagnostic

System Installation

The system doesn’t just improve margins.It builds a business worth selling.

Real results.Real businesses.

Your business has the same potential.The system will show you where.

Questions about Fractional CFO Pricing.

Why is the price the same for every client?

What is the Leak Check and what does it cost?

How long does it take to get fully deployed?

What is the 60/15/15 standard?

Who is this for?

Do you work with businesses preparing for an exit?

What is included in fractional CFO pricing?

What factors affect the scope of a financial engagement?

One system.
One investment.

The system doesn’t just improve margins.
It builds a business worth selling.

Real results.
Real businesses.

Your business has the same potential.
The system will show you where.