The Problem
Revenue can grow while margins and cash discipline lag because leadership lacks a finance operating rhythm.
Fractional CFO Support
Executive finance leadership on a fractional basis—forecasting, KPI accountability, and board-ready reporting for growth-stage operators.
Why It Matters
A fractional CFO helps owners make capital, hiring, and pricing decisions with clearer economics and scenario context.
What this service includes
- • Forecasting and cash runway modeling
- • KPI design with monthly accountability
- • Board and lender reporting packages
- • Scenario planning for major investments or restructuring
- • Coordination with tax and accounting to align decisions
Expected outcomes
- • Improved decision quality on growth and risk trade-offs
- • Better visibility into cash drivers and timing
- • Stronger external stakeholder confidence
Typical deliverables
- Forecast model and KPI dashboard
- Monthly executive briefing
- Decision memo templates for major moves
Where we add specialized value
- Cash forecasting and working capital
- Unit economics and profitability diagnostics
- Executive reporting and stakeholder communication
- Operating model alignment with tax strategy
How this engagement runs
Step 1
Goals and constraints alignment
Step 2
Baseline model and KPI map
Step 3
Monthly cadence and forecast updates
Step 4
Quarterly strategic review
Service FAQs
Scope varies by complexity. We build a cadence based on decision frequency, reporting needs, and entity count.
Ready to discuss your priorities?
We will map your immediate tax and accounting priorities and recommend the right service scope.