Fractional CFO
You're paying for a CFO, not a task list.
Senior finance leadership for companies that need it before they need a full-time CFO. Every engagement is led directly, with a partner bookkeeping team underneath. Bookkeeping is included.
Start with a 30-day diagnostic.
A fixed-fee first month. You see the work before you commit to a retainer.
- State of the books
- Cash position
- Three risks and three opportunities
- A recommendation, including which level of support fits
Engagement levels
Responsible for the numbers being right
Close & Report
Your books closed and clean every month, and a CFO who tells you what they mean.
Responsible for the cash and the decisions that spend it
Forecast & Decisions
Everything in Close & Report, plus a real budget, a model that stays current, and input when money is being committed.
Responsible for how the board, investors and lenders see you
Board & Capital
Everything in Forecast & Decisions, plus board materials, investor and lender reporting, and a company ready for diligence.
Cleanups, model builds, system migrations and raise support are scoped separately.