Fractional CFO
Make smarter financial decisions with Fractional CFO Services
Optimize your business, identify opportunities for growth, and impress key stakeholders with expert guidance from CFOs who’ve seen it all
Get a financial model you can trust
Access insightful forecasts and collaborate on strategic moves, leveraging our extensive experience with hundreds of companies like yours. We’ll strategize and model the impact of various scenarios to help guide your business in the right direction
Attract investor interest
Elevate your pitch with an experienced CFO, not only to craft a personalized financial model, but also to help you maximize your valuation. We guide you through the process and help you choose the right form of capital so you can navigate your fundraise or M&A process confidently
Manage expenses & scale effectively
Need to stretch your cash? We’ve got your back. We’ll help you run a tight financial ship by implementing cash management strategies and providing a clear, insightful view of your spending to maximize your efficiency.
How our Fractional CFO Service works
STAGE 1: ONBOARDING
Financial & Operating Model Build
Your CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement
CUSTOMIZED MODEL INCLUDES:
Profit & Loss, Balance Sheet, and Cash Flow Statements
Budget vs Actuals
Industry-Specific KPI Dashboard
Headcount & Compensation Plan
Scenario Planning (Base, Bull, Bear Case)
STAGE 2: STEADY STATE
Monthly Engagement
CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement
Basic Package:
Monthly meeting to review the company’s financial health & strategic insights
Monthly update of the financial model with actuals
Monthly Budget vs Actuals analysis
Ad-hoc scenario planning to understand the impact of business decisions
Essential:
Everything from Basic
Bi-weekly meeting to review the company’s financial health & strategic insights
Customized strategy & operations projects specific to your company’s needs
Custom
Everything from Essential
Weekly meeting to review the company’s financial health & strategic insights
In-depth strategy & operations projects
In-depth investor & board reporting support
In-depth fundraising & M&A support