SERVICE · FRACTIONAL CFO
CFO-level leadership,
without the full-time cost
Your business needs strategic financial leadership — experienced, consistent, and invested in your success. But you don't need (or can't yet justify) a $300K+ full-time executive. That's exactly what fractional CFO support solves.
WHAT YOU GET
What fractional CFO support delivers
Strategic Planning
A Finance Partner at the Leadership Table
Long-range planning, scenario modeling, and financial decision support at the CEO and board level — shaping what happens next, not just reporting what happened.
Cash Flow
Forecasting That Eliminates Surprises
Rolling cash flow forecasts, working capital management, and covenant monitoring — so you always know where you stand.
KPI & Reporting
Board-Ready Financials Your Investors Trust
Monthly packages, board presentations, investor reporting, and KPI dashboards — built with the rigor that PE sponsors, lenders, and investors expect.
Your Finance Team
Elevating Your Existing Team
A fractional CFO provides the strategic layer above your controller — mentoring, prioritizing, and creating the structure for them to perform at their best.
Profitability
Margin Visibility and Improvement
Customer-level and product-level profitability analysis — identifying margin leakage, pricing gaps, and cost opportunities with the business case to act.
Transactions
Readiness for Raises, Sales & Acquisitions
Whether you're preparing for a capital raise, PE investment, or eventual exit — we build the foundation that makes your business a credible, diligence-ready opportunity.
What you receive
Monthly financial close review and commentary
Rolling 13-week cash flow forecast
Monthly board / investor reporting package
Annual budget and operating plan
KPI dashboard design and maintenance
Strategic planning support (quarterly)
Banking and lender relationship management
Finance team leadership and guidance
Ad hoc decision support and scenario modeling
Engagement cadence
CEO / Leadership check-in Weekly
Financial close review Monthly
Board reporting package Monthly
Cash flow forecast update Bi-Weekly
KPI & performance review Monthly
Strategic planning session Quarterly
Annual budget & plan Annually
Not sure if a fractional CFO is the right fit?
Read our guide: How to Find a Fractional CFO for Your Business →