The closest thing to having an MBA on your team — without the full-time salary. Monthly strategy, financial monitoring, ad hoc advisory, and continuous AI optimization.
Monthly RetainerEngagement Type
10–15 hrsPer Month
60-MinMonthly Strategy Call
15%Discount on Projects
Overview
What Is This Engagement?
Every business owner faces moments where they need expert advice — a financial decision, a strategic pivot, an unexpected problem — and they need it fast. Most cannot afford a full-time CFO or strategy director. Most are not willing to wait three months for a consultant to start.
The Fractional MBA Retainer is the answer. For a monthly fee, I serve as your on-call strategic advisor: monitoring your financial performance, helping you think through decisions in real time, keeping your business on track toward its goals, and continuously identifying AI and automation improvements.
Retainer clients receive priority scheduling, a 15% discount on all project-based work, and the peace of mind that comes from having expert support available when they need it — not just during scheduled engagements.
What You Receive
Your Deliverables
📅
Monthly Strategy & Performance Call
A 60-minute structured call covering financial performance, progress against goals, key decisions, and upcoming priorities — every month, no exceptions.
📊
Ongoing Financial Monitoring
I track your key metrics month over month and flag variances, trends, and emerging risks before they become problems.
💬
Ad Hoc Advisory Access
Email and call access for urgent questions and decisions that cannot wait. Response within 24 hours, guaranteed.
🤖
Continuous AI & Automation Optimization
As new tools emerge and your business evolves, I continuously identify new AI opportunities and keep your automation stack current.
⭐
Priority Access + 15% Project Discount
Retainer clients go to the front of the queue and receive a 15% discount on all Tier 1–4 engagements.
📆
Quarterly Strategic Check-In
Every 90 days, we step back and revisit your annual goals — adjusting the plan as conditions change.
How It Works
The Four Dimensions
1
Monthly Financial Review
Review P&L, cash position, and key metrics vs. prior month and annual plan. Identify variances, risks, and opportunities. Prepare 2-page monthly summary.
Actuals vs. Plan · Variance Analysis · Trend Spotting
2
Strategic Decision Support
When a decision arises — hire, investment, pricing change, new client — I provide structured analysis and a clear recommendation, fast.
Decision Framework · Risk/Reward · Recommendation
3
AI & Automation Updates
Track emerging AI tools relevant to your business. Test and recommend new automations. Ensure your AI stack stays current and delivering ROI.
Tool Monitoring · Optimization · New Implementations
4
Quarterly Goal Review
Every quarter: review progress against annual goals, assess what is working, adjust priorities and plan for the next 90 days.
OKRs · Quarterly Review · Annual Alignment
Is This Right for You?
Strong Fit If…
You are past the startup survival phase and ready to professionalize how you manage your business
You make financial and strategic decisions regularly and want a trusted expert in your corner
You want proactive support — someone watching your numbers and flagging issues before they become crises
You are growing fast enough that decision volume and complexity are outpacing what you can manage alone
You have completed a Tier 1, 2, or 3 engagement and want to maintain the momentum with ongoing support
You want the benefits of an MBA or CFO without the $150K+ full-time salary commitment
Internal Reference — SOP
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Standard Operating Procedure
Internal use only · Stephen M. Bevilacqua · Belfield Advisory Solutions
Month 1 · Onboarding
Complete Tier 1 Business Health Audit if not previously done (discounted for retainer clients)
Establish KPI dashboard: agree on 5–8 metrics to track monthly
Set up shared Google Drive folder for ongoing document storage
Establish communication protocol: preferred method, 24-hr response time SLA
Schedule recurring monthly call (same time each month)