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Master Plan Financial Advising

The library

Everything worth understanding before you decide.

Written for owners of $1M–$5M businesses — no jargon, no pitch, and honest about when strategic finance is not the right move yet. Start with the complete guide, then go deeper where you need to.

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Timing9 min

When to Hire a Fractional CFO

A stage-by-stage read on the moment strategic finance stops being optional — and the signals that say you're not there yet.

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Diagnosis8 min

9 Signs Your Business Is Ready for Strategic Financial Leadership

The concrete, observable signals we see in businesses that are past the point of running finance from the founder's inbox.

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Roles10 min

Fractional CFO vs. Full-Time CFO vs. Controller

Who does what, what each costs, and how to tell which financial seat your business actually needs to fill next.

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Pricing9 min

How Much Does a Fractional CFO Cost?

Transparent 2026 retainer ranges, what actually drives the price, and how to think about ROI instead of hourly rate.

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Frameworks11 min

Cash Flow Forecasting & Decision Modeling

How growing businesses build a 13-week cash view and model the big decisions before they commit the money.

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Vertical8 min

Fractional CFO for Service & Project Businesses

Why agencies, firms, and project-based businesses hit the strategic-finance wall — and what changes when they get help.

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Infrastructure10 min

Preparing for Growth, Capital, or Exit

The financial infrastructure that makes a raise, an acquisition, or a sale go smoothly — and what it costs to skip it.

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Role Clarity8 min

Bookkeeper vs. CPA vs. CFO: Who Does What

The clearest possible map of the three financial roles — where each stops, and why owners so often confuse them.

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Not sure which one applies to you?

The readiness assessment reads your situation and points you to the right next step in about four minutes.

Not sure where you land?

See exactly where your business sits in ten minutes.

The readiness assessment gives you a stage, the reasoning behind it, and specific next steps — whether or not you ever talk to us.