Service
Fractional CFO
A senior finance lead who closes the books, runs the forecast and sits in your board meetings, typically two to three days a month.
Starting at
First milestone
First board-ready pack in 30 days
Scope
Agreed in writing before work starts
A fractional CFO does the work of a finance lead on a part-time schedule. We own the model, the budget and the 13-week cash forecast. We run the close with your bookkeeper and accountant, write the monthly pack and prepare board materials. When a decision moves cash, such as a senior hire, a price change or a new market, we test it against the model before you commit.
Most clients see us two to three days a month, typically 24–40 hours, with more time during a raise or a board cycle. You get one named lead, usually a partner, supported by our FP&A and reporting team. The work continues when your lead is on another client’s board call.
The first 30 days follow a fixed plan: a written diagnostic, a close calendar, a first cut of the forecast and a board-ready pack. After that we run a monthly cadence you can see on a calendar. When you are ready for a full-time CFO, we help write the role, interview candidates and hand over a finance function that already runs.
Written diagnostic
What is broken, what is fine and what to fix first, with a 90-day plan. Delivered in weeks 1–2.
Five-day close
A close calendar, reconciliations and accruals run with your bookkeeper, with books closed in five business days as the typical target.
Operating model and budget
A driver-based model tied to your plan, an annual budget the team can hold to and a monthly budget-vs-actual.
13-week cash forecast
Updated every Monday, with the levers that extend runway and a clear minimum cash line.
Monthly pack
P&L, balance sheet, cash and KPIs on a few pages, with written commentary on what changed and why.
Board and investor materials
A board pack sent three days before each meeting, plus a monthly investor update written in your voice.
Decision support
Hiring plans, pricing changes and spend requests tested against the model before you commit.
Fractional CFO
Pricing questions
How much of a partner's time do we actually get?
Will you work with our existing bookkeeper and accountant?
When should we hire a full-time CFO instead?
Can you sign off on our financial statements or tax returns?
Free intro call · 30 minutes
Talk to us about Fractional CFO.
Thirty minutes with a partner. You leave with two or three next steps, whether you hire us or not.
