Finance & Tax Planning for Fractional CMOs

Built for your business. Backed by experts. Use code HEYCMO20 to get 20% off any Uprise plan​.

Smart Marketing Leaders Deserve Smart Financial Partners

Running a Fractional CMO business means juggling strategy, execution, and client growth. But what about your own business health?

Financial clarity and tax efficiency start with having the right partner one that truly understands the unique challenges of service-based solopreneurs and growth-stage consultants.

Featured Partner: Uprise

All-in-One Financial & Tax Expertise for Fractional CMOs

Uprise connects you with a Certified Financial Planner™ who gets the ins and outs of freelance and consulting life. Their platform supports both your business goals and personal financial future.

  • Free 20-Minute Intro Call With a CFP® small business expert
    1
  • Customized Financial Plan Based on your goals and business model
    2
  • Unlimited Messaging With your dedicated advisor
    3
  • Smart Financial Dashboards Track net worth, cash flow, and opportunities
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  • Ongoing Monitoring For proactive optimizations year-round
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Use code HEYCMO20 to get 20% off any plan

+ a free consultation

Uprise Plans Built for Busy Business Owners

All plans are billed quarterly and include access to real human advisors.

For early-stage Fractionals who need financial clarity without complexity.

$120/month
with code HEYCMO20

Regular price $150/month
For growth-stage Fractional CMOs juggling income, expenses, and expansion.

$214/month
with code HEYCMO20

Regular price $267/month
For established Fractional businesses ready to integrate financial planning with tax strategy.

$334/month
with code HEYCMO20

Regular price $417/month

Why Financial Planning Matters

Because spreadsheets don’t tell the full story and your success shouldn’t be left to chance.
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Make Inconsistent Income Work for You

Set up cash flow systems to smooth out feast-or-famine months.

Clean Up Your Books for Good

Automate and separate business and personal finances with ease.

Keep More of What You Earn

Uncover tax strategies and deductions that protect your profits.

Turn Revenue Into Real Wealth

Align your business with long-term goals like retirement or real estate.

Lead With Clear Financial Vision

Make decisions based on data, not gut or guesswork.

Know When and How to Scale

Use smart insights to guide hiring, reinvestment, and pricing moves.

Ready to learn more about Uprise?​

Use code HEYCMO20 to get 20% off any plan​ and a FREE consultation.