How the math works
The annual number is simple: your client count, times the share who would pay for monthly CFO and advisory work, times your monthly fee, times 12. We round to the nearest whole client.
The breakdown adds a ramp. Most firms don't sign every advisory client in month one, so it assumes you add a set number each month until you reach your estimate, and adds up the revenue as each client comes on. The staffing line takes your hours per client each month and divides by 140 working hours per advisor.
Every input is yours to change. If you're not sure where to start, 10 to 20 percent of a client list is a reasonable first guess for clients who already ask about cash, hiring, or growth, and $2,500 a month is a common fee for monthly forecasting and an advisory meeting.
Why the hours matter more than the fee
When I ran my outsourced CFO firm, a forecast took about a week to build and a day to walk the client through, and clients were really only paying for the day. That build time is what caps how many advisory clients a firm can carry. Clockwork builds the 5-year financial model and 52-week cash flow forecast straight from QuickBooks or Xero in minutes, so the hours go to the conversation instead.
Fady Hawatmeh, Founder and CEO, Clockwork
