Fractional CFO

CFO-level decisions, without the CFO-level salary.

Forecasts, cash-flow discipline, and board-ready reporting from a CFO who runs the whole finance stack beneath them, not just the advice layer.

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The full stack beneath the CFO

Most fractional CFOs advise on top of books they do not control. Our CFOs sit on top of our own bookkeeping and controller team, so the forecast is never waiting on the close and the strategy call is never derailed by bad data.

Valuation insight most CFOs cannot offer

Our team is Big 4-trained with 200+ valuation and finance engagements behind it. When you ask "what is this business actually worth, and what moves that number?", you get a real answer, not a shrug. Independent opinions stay with our valuation arm, per our independence policy.

A rhythm, not a report dump

Weekly cash updates, monthly close by the 10th, monthly strategy call, quarterly forecast refresh. You always know what is coming and when.

Core Deliverables

The three documents that change how you run the business

Rolling Forecast

A living 12-18 month model of revenue, costs, and headcount that updates as reality changes.

13-Week Cash Flow

The single most useful document a growing business can have. Updated weekly, reviewed on your strategy call.

Board & Investor Pack

KPIs, trends, and narrative in a format boards and investors are used to reading.

Scale: Fractional CFO

Includes everything in the controller and bookkeeping tiers. One team, one invoice, no hand-offs.

FAQ

Fractional CFO questions, answered

What owners ask before bringing on CFO support.

Usually when decisions start having 6- and 7-figure consequences and no one owns the financial side of them: pricing changes, key hires, raises, leases, expansions. If your bookkeeper is fine but you are still guessing, that is the gap.

A full-time CFO in the US costs $250K+ per year before benefits, and most businesses under $20M in revenue do not have 40 hours a week of true CFO work. You get the judgment and the cadence for a fraction of the cost, plus the bookkeeping and controller stack that a lone CFO would still need.

Yes on preparation: forecasts, data-room-ready financials, KPI packs, and the financial story. For formal valuation opinions in a transaction, our independent valuation arm handles that separately. We never issue independent opinions for companies whose books we keep, which protects the credibility of the opinion.

One hour, same time each month: what happened, what the forecast says happens next, the two or three decisions in front of you, and what the numbers say about each. You leave with answers, not homework.

We replace the finance function, not your tax preparer. Your CPA or EA keeps doing taxes with clean, tax-ready books and a CFO who can answer their questions in their language.

AI accelerates the mechanical layer: data prep, variance flags, and first drafts of forecast models. The judgment layer, meaning what the numbers argue for, stays human and senior. You get faster turnaround without machine-made decisions.

Free 13-week cash flow template

The exact structure we use: weekly columns, committed vs discretionary split, chained ending-cash formulas. Excel format, no email required.

Download Template

Bring a CFO into your next big decision.

Book a free call. We will look at your numbers, your goals, and tell you honestly whether CFO support pays for itself in your situation.

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