Fractional CFO Services
When CFO support makes sense
You need a forward-looking cash plan, want to understand changes in margins, are preparing for financing or growth, or need a financial partner to help evaluate major decisions. Your business needs may extend beyond recording transactions and preparing historical reports.
What an engagement can include
Cash-flow forecasting
Build and update forecasts that highlight expected funding needs and timing.
Budgeting and scenario planning
Compare plans and evaluate how different assumptions affect your business.
Management reporting
Review financial statements, key metrics and variances against expectations.
Financing and transaction support
Organize financial information for lender discussions, due diligence or exit planning.
Systems and process guidance
Improve the flow of financial information and clarify reporting responsibilities.
A defined reporting rhythm
We agree on deliverables, responsibilities and meeting frequency at the start of the engagement. Depending on your needs, the scope can include a monthly financial review, budget-to-actual analysis and forecast updates. Each review should leave you with clear decisions and next steps.
How we get started
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Discuss your priorities
Discuss your business, priorities and current financial systems.
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Review your records
Review the available records and identify any accounting cleanup needed.
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Define the engagement
Agree on the scope, fee, reporting cadence and responsibilities.
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Put the plan in motion
Establish the initial financial picture and begin the agreed review process.
CFO support & bookkeeping work together
Bookkeeping creates the records. CFO support uses those records to evaluate performance and plan ahead. If your books need attention first, we can discuss an accounting scope alongside CFO support.
Explore Accounting & BookkeepingDiscuss your business priorities
Schedule an introductory consultation to discuss the decisions ahead and the financial support you need.
Discuss CFO Support