Fractional CFO Services
A practical starting point
Do you need financial leadership, better bookkeeping, or both?
A fractional CFO engagement is most useful when reliable financial records exist but the business needs help interpreting them and making decisions. It is not a substitute for recording transactions or reconciling accounts, and those foundations may need attention first.
We define the decisions leadership needs to make and the rhythm of reporting that supports them. The scope may include a budget, cash forecasts, performance measures, financing discussions, and management reporting. Each report should connect to a decision, with accountability for keeping the underlying information current.
What to agree before work begins
Set the meeting cadence, deliverables, access responsibilities, and boundaries of authority. Revisit scope as the company's needs change rather than assuming every finance task belongs in the engagement.
Services we can include
The engagement letter confirms the work, reporting periods, responsibilities, and fee. Select the support you need rather than assuming every item is part of one package.
- Financial strategy and long-range planning
- Board and investor reporting packages
- Fundraising and lender support
- KPI frameworks and financial dashboards
- Systems, processes, and finance team oversight
Common questions
When do I need a fractional CFO?
Typically once revenue, complexity, or fundraising outgrows what a bookkeeper or controller can support, but before a full-time CFO is justified.
How much time do you commit?
Engagements are flexible, from a few days a month to weekly involvement during fundraises or major initiatives.
Let's discuss the work you need.
Tell us about your situation, the records you have, and any deadlines. We will discuss the right scope and next steps before an engagement begins.