Fractional CFO Services for Event Pros & Creatives
Financial leadership built specifically for event pros and creatives. A CFO who already speaks your language, understands your season, and knows exactly what it takes to run a creative business profitably.
Most financial advisors will ask you to explain what a venue buyout is or why your cash flow looks different in January than it does in June. We already know. EDCAC CFO Services was built from the ground up for the event and creative industries, which means you get a real financial partner, not someone who treats your business like a spreadsheet they have never seen before.
Seed. Bloom. Flourish.
Three Tiers Built for Where You Are.
- Annual budget creation and review
- Monthly financial check-in (1 session per month)
- Basic cash flow overview
- EDCAC financial templates and resources
- Email support between sessions
- Everything in Seed (Tier 1)
- Monthly profit and loss reporting
- Quarterly financial review and forecasting
- Pricing strategy analysis
- Quarterly strategic planning sessions
- Priority email and scheduling support
- Everything in Seed and Bloom
- Full monthly CFO reporting package
- Capital management guidance
- Business valuation support
- Monthly strategic planning sessions
- Vendor and contract financial review
- Growth planning and financial modeling
- Loan, investor, and sale preparation
- Monthly transaction reconciliation
- Chart of accounts maintenance
- Accounts payable and receivable tracking
- Integrated with your CFO reporting
Need Help with One Specific Thing?
We Have You Covered.
Not every financial need requires a full retainer. Our ad-hoc services are focused, time-limited engagements built around a single financial topic or set-up project. Available to both active EDCAC clients and new clients.
Mid-Cycle Budget Creation
You are midway through the year and realize you have never built a real operating budget. We come in, get a clear picture of your revenue and expenses, and build one with you so the rest of the year has a financial plan behind it.
Booking Software Set-Up
Getting your booking software configured correctly from the start saves you from expensive clean-up later. We set up your system, organize your chart of accounts, and make sure your financial data is being captured in a way that actually tells your business story.
Chart of Accounts Clean-Up
If your bookkeeping categories are a mess or your accounts have never been properly organized, we come in and clean it up. This is the kind of foundational work that makes every future financial report actually useful.
Pricing Structure Review
You have a feeling you are undercharging but you are not sure by how much or where to start. We review your current pricing structure, run the numbers, and give you a clear picture of what your services should be generating and how to get there.
Financial Template Set-Up
We build and customize financial templates specific to your business so you have a system you can actually maintain. From budget trackers to cash flow overviews, we set up the tools and show you how to use them.
Financial Sprint
A focused 4 to 6 session engagement built around a single financial area of your business. The Financial Sprint is designed for clean-up, set-up, and one-time structure projects. It does not include ongoing forecasting or actuals review. Scoped and priced at intake.
$500K Annually?
Custom pricing tailored to your revenue, scope, and financial goals.
Request a Custom ProposalSix Things Your Business
Deserves to Have in Place.
Your Annual Budget
Think of this as the master production schedule for your finances. We build your full annual operating budget together, including what you plan to bring in, what you plan to spend, and what you are actually aiming to keep. Then we keep it updated as the year unfolds so you are always working with a live picture.
Monthly and Quarterly Reports
No more guessing how the business is doing based on your bank balance. We deliver clear, readable reports every month or quarter depending on your tier, covering your profit and loss, your cash flow, and the numbers that actually matter for an event or creative business.
Forecasting
Every experienced event pro knows that some months are packed and some months are slow. Forecasting is how we plan for both. We model out what your revenue looks like ahead so you can make smart decisions about staffing, marketing, and capacity without being caught off guard.
Strategic Financial Planning
This is the big picture work. Where is your business going, what will it cost to get there, and is your pricing strategy actually supporting that growth? This is where CFO-level thinking separates itself from just keeping the books. We are thinking about your business the way a financial partner should.
Capital Management
Whether you are thinking about a business loan, a line of credit, or a bigger investment in your operations, we help you understand your options, get your financial story in order, and show up to those conversations ready. You should not walk into a bank feeling unprepared.
Business Valuations
You have been building something. Do you know what it is worth? Whether you are curious, thinking about a future sale, considering a partnership, or exploring what your next chapter might look like, we help you understand the value you have created and what it means for your options going forward.
Built for What Event Businesses Actually Earn
Most fractional CFO services in the general market charge $5,000 to $7,500 per month. That pricing was built for companies with millions in revenue and teams of ten or more. That is not the event pro trying to get their finances in order and build something real.
EDCAC’s $500 to $2,000 monthly range was designed specifically for event and creative businesses generating under $500K annually. The standard benchmark for finance leadership investment is 1 to 2% of revenue. For a business doing $300K a year, that is $250 to $500 per month. Our pricing was built to meet that reality.
And because we only work with event and creative businesses, you are not paying for a generalist to learn your industry on your dime. That expertise is already in the room.
Where EDCAC Fits in the Market
| Business Size | Monthly Range | Hours/Mo |
|---|---|---|
| Under $500K — Seed, Bloom & Flourish | $500 to $2,000 | 3 to 15 hrs |
| $500K to $2M | $2,000 to $5,000 | 10 to 20 hrs |
| $2M to $10M | $5,000 to $10,000+ | 20 to 40+ hrs |
Your 12-Month CFO Engagement,
Month by Month.
Your Business Deserves a Financial
Partner Who Gets It.
Let’s get on a call, take a look at where your finances stand today, and figure out which tier is the right fit for this season of your business.
Schedule a Consultation