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The CFO Authority System

CFO brand building & client acquisition — done for you.

Land $5K–$15K/mo retainer clients through LinkedIn in 15 days.

We build your positioning, rewrite your LinkedIn presence, and run your client acquisition engine — so you get inbound retainer inquiries without becoming a marketer.

Get the Free Audit

5 minutes · No sales call required · 15-Day Delivery Guarantee

Audit Brand Build Client Acquisition
Trusted by fractional CFOs in:B2B SaaSPE Portfolio Cos.ManufacturingHealthcareProfessional ServicesE-Commerce

340%

Avg. profile view increase

<30 days

Time to first inbound lead

$10K+

Avg. retainer value landed

15 days

Brand Build delivery

Built exclusively for fractional CFOs100% done-for-you execution15-business-day Brand BuildMonth-to-month, cancel anytime

The Problem

Why strong fractional CFOs still struggle to get clients

Your fractional CFO leads are inconsistent

Referrals create bursts of opportunity, but not a reliable client acquisition system.

Your profile reads like a resume

Buyers see background, but not a clear reason to hire you.

You are too broad in the market

"Fractional CFO" is not enough to feel differentiated or memorable.

You shouldn't have to do your own marketing

You are good at finance and operations. ClearPoint handles the positioning, content, and outreach.

The CFO Authority System

Three steps to consistent fractional CFO client acquisition.

01

CFO Authority Index

5-minute diagnostic. You get a scored report showing exactly where your positioning is losing you clients.

02

Brand Build

We rewrite your niche, messaging, LinkedIn profile, and visual identity in 15 business days. You approve. Done.

03

Client Acquisition Engine

12 posts/mo, targeted outreach, and performance tracking. You get qualified conversations, not vanity metrics.

Brand Build comes first. Then we activate it into a repeatable LinkedIn lead generation system for fractional CFOs.

Get the Free Audit

5 min · No sales call · 15-Day Delivery Guarantee

Why a PE-Backed CFO Built This

Eric Uva — Founder, ClearPoint CFO

Eric Uva

After 20+ years as a PE-backed CFO and operator — including building and scaling finance functions across $250M+ in enterprise value — I saw the same pattern over and over: brilliant finance leaders going independent, then struggling to get visible. Not because they lacked skill, but because they lacked positioning.

I built ClearPoint because I know what CEOs, boards, and PE sponsors actually look for when they hire a fractional CFO. The CFO Authority System is built on that knowledge — not marketing theory.

PE-backed CFO & operator$250M+ enterprise value createdBuilt for CFO-level practitioners onlyDone-for-you, not DIY

What Actually Changes

The difference between a résumé and a revenue-generating profile.

Every CFO Authority System engagement starts with the same transformation: from invisible generalist to positioned specialist. Here is what that looks like in practice.

Before

Generic headline: 'Experienced CFO | Strategic Finance Leader'

After

Niche-specific: 'I help PE-backed SaaS companies turn messy financials into board-ready reporting'

Profile views increase 200–400% within 30 days

Before

Zero inbound leads — relying entirely on referrals and word-of-mouth

After

Consistent inbound from LinkedIn — discovery calls from ICP-matched prospects

First qualified lead within 30 days of Brand Build launch

Before

No content strategy — posting sporadically or not at all

After

12 posts/month on a strategic cadence tied to buyer triggers

Authority positioning that compounds over time

The 15-Day Brand Build

What you receive — day by day.

Most agencies take 8–12 weeks. The Brand Build delivers a complete LinkedIn positioning system in 15 business days.

Day 1–2

Intake & Strategy Brief

Deep-dive into your background, ideal clients, and competitive landscape. We define the niche positioning that commands premium retainers.

Day 3–5

Niche & Positioning Draft

ICP lock, messaging framework, and value proposition drafted. Headline, About section, and buyer-facing language refined.

Day 6–8

LinkedIn Profile Rewrite

Full profile overhaul: headline, banner, About, Featured section, and experience entries rewritten for your niche.

Day 9–11

Case Study & Visual Identity

One client case study built, banner designed, headshot direction provided, and visual identity aligned to your positioning.

Day 12–13

Content Architecture

4 content pillars mapped to your ICP's buying triggers. First 4 posts drafted and scheduled.

Day 14–15

Delivery & Walkthrough

Everything goes live. Recorded walkthrough of your new system, content calendar, and outreach playbook.

Client Transformation

From generalist to niche authority in 15 days.

Before

Former Big 4 / Corporate Leader

Strong technical credibility, weak niche clarity, and zero inbound demand.

  • LinkedIn headline: 'Experienced CPA | Former Deloitte Senior Manager'
  • Zero inbound leads in 6 months
  • Charging $150/hr, struggling to fill 20 hrs/week

After

The SaaS Financial Strategist

Positioned as a specialist with a clear niche, stronger authority, and a retainer-based pipeline.

  • Inbound discovery calls within 30 days of launch
  • Multiple retainer clients signed within 60 days
  • Warm prospects generated from a single case-study post

Ready to see where your positioning stands?

The free audit takes 5 minutes and shows you exactly what to fix first.

Get the Free Audit

5 min · 15-Day Delivery Guarantee · Month-to-month · Cancel anytime

Or book a 15-min fit call

Who This Is Built For

Built exclusively for fractional CFOs
who refuse to be invisible.

Established fractional CFOs

You already have clients, but growth still depends too heavily on referrals.

Recently independent CFOs

You have strong experience but not yet the positioning, visibility, or authority to attract the right opportunities.

Growth-stage fractional CFOs

You want to move from lower-value project work into stronger-fit retainer clients.

Best fit if you

  • Already do CFO-level work
  • Want better-fit, higher-value clients
  • Do not want to become a marketer
  • Want a done-for-you solution

Not for

  • Bookkeepers or accountants selling CFO-lite services
  • DIY template buyers
  • Anyone looking for a course or coaching program

Why ClearPoint Is Different

This isn't a marketing agency. It's a positioning system built by a CFO.

Built for one niche only

Fractional CFO marketing and positioning, not generic B2B services.

Operator-led, not marketer-led

Your positioning is shaped by real CFO and PE-backed operating judgment.

Done-for-you execution

You do not have to figure out branding, content, or outreach yourself.

Built for commercial outcomes

Clearer positioning, stronger authority, better-fit conversations, and less reliance on referrals alone.

The Math

One retainer client covers the entire system.

Your Investment

$3,500

per month

One New Retainer

$7,500+

per month (typical)

Net Return

$4,000+

monthly surplus

Most clients land their first retainer within 30–60 days. One $7,500/month engagement covers the CFO Authority System and generates ongoing surplus. Two retainers and the system pays for itself multiple times over.

What Happens After You Start

Your first 30 days, week by week.

Week 1

Intake & Strategy

  • 60-min strategy call to map your background, ideal clients, and competitive landscape
  • ICP definition and niche selection finalized
  • Messaging framework drafted for your review

Week 2

Profile & Identity

  • Full LinkedIn profile rewrite: headline, About, Featured, Experience
  • Banner design and headshot direction provided
  • Case study structure drafted from your best client engagement

Week 3

Content & Launch

  • 4 content pillars mapped to your ICP’s buying triggers
  • First 4 LinkedIn posts drafted and scheduled
  • Profile goes live with all new assets

Week 4+

Acquisition Engine

  • Outreach system activated targeting your ICP
  • Weekly content cadence maintained
  • Pipeline tracking and optimization calls

Simple Pricing

Two paths. One outcome.

Start Here

Free Audit

$0

See your score and what to fix first.

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Most popular

The CFO Authority System

Brand Build + Client Acquisition

$3,500/month

Brand Build first. Then ongoing client acquisition.

Month 1 starts with Brand Build (15 business days), then rolls into ongoing acquisition.

See Full Pricing

15-Day Delivery Guarantee · No long-term contract

The CFO Authority Letter

Positioning insights for fractional CFOs. Every two weeks.

Tactical advice on LinkedIn positioning, niche selection, pricing strategy, and client acquisition — written by a CFO, for CFOs. No fluff. No spam.

Free. Unsubscribe anytime. No spam.

We take on a maximum of 4 new CFO Authority System clients per month to maintain quality. Availability is limited.

Your next retainer client starts with a 5-minute audit.

See where your positioning stands, what's costing you opportunities, and exactly what to fix first.

Get the Free Audit

5 min · No sales call · 15-Day Delivery Guarantee · Month-to-month

Or book a 15-min fit call