Fixed-scope finance engagements

Start with the finance decision you need to defend.

CFOassist scopes practical decision workflows around the evidence, signal, action, and owner behind your next review. No self-serve subscription or checkout path is required.

Choose by readiness

Pick the right starting point.

01 · Clarify
Start with the Diagnostic when the decision or scope is still unclear.
02 · Establish
Choose the Workflow Sprint when one recurring review needs a defined evidence-to-action structure.
03 · Connect
Use the Pilot when up to three related decision workflows need a shared cadence and evidence model.

Recommended starting point

CFO Decision Workflow Sprint

$5,000 fixed fee

Build one evidence-linked, repeatable finance decision workflow for the review your team needs to run next.

One defined decision workflow
Decision inputs, signal, action, and owner
A handoff for the next review cycles

Next step: Share the recurring review you need to run; we will confirm the workflow scope before proposing work.

Scope my workflow sprint.

Alternative starting point

Finance Decision Diagnostic

$1,000

Map one finance decision, its evidence, and the practical next step before committing to a larger engagement.

One decision-framing session
Current-state evidence and owner map
A clear sprint or pilot recommendation

Next step: Share the decision that needs framing; we will confirm whether a Diagnostic is the right first engagement.

Qualify the Diagnostic.

Alternative starting point

Finance Decision System Pilot

$10,000

Connect up to three related finance decision workflows around a shared evidence, owner, and review cadence.

Up to three connected workflows
Shared review cadence and evidence model
A practical operating-system handoff

Next step: Share the related decisions and cadence; we will confirm whether a Pilot fits before any engagement begins.

Qualify the System Pilot.

Before we begin

A short scope conversation protects the decision.

Bring the finance decision, the operating cadence, and the artifacts you already use. We'll confirm the right engagement before any work is proposed.

Scope my workflow sprint.

Is this a software subscription?

No. These are fixed-scope finance decision engagements. The first conversation confirms the decision, available evidence, and fit before work begins.

What does the Workflow Sprint include?

The $5,000 fixed-fee Sprint defines one repeatable finance decision workflow with its agreed inputs, evidence, signal, action, owner, and a handoff for the next review cycles.

Should we start with the Diagnostic or Pilot?

Start with the $1,000 Diagnostic when the decision or scope is unclear. Choose the $10,000 Pilot when up to three connected workflows need a shared evidence and operating cadence model.

Do we need to change systems first?

No. Scoping starts from the existing finance artifacts relevant to the decision. Production integrations, data migration, and broad implementation are not assumed in the initial engagement.