Fractional CFO
Strategic financial leadership to guide growth, improve profitability, and drive smarter decisions
Starting Investment
USD 4,000
Builds on Bookkeeping + Monthly Close
What We Need to Get Started
Full Financial Foundation
All bookkeeping and monthly close requirements to ensure accurate financial data.
Expenses & Contracts
Operating costs, major contracts, and financial commitments.
Cash Flow Expectations
Pipeline timing, expected inflows, and major outgoing expenses.
Investor Requirements
Reporting needs for lenders, investors, or stakeholders.
Pricing & Margins
Product/service pricing and margin structure for profitability analysis.
Core Scope
Executive Financial Review
High-level analysis of profitability, cash flow, and KPI trends.
Pricing & Growth Strategy
Support for pricing decisions, margins, and business growth planning.
Strategic Decision Support
Guidance on hiring, spending, and capital allocation trade-offs.
Funding Readiness
Preparation for investor or lender requirements and financial presentations.
Client Deliverables
- Monthly financial review memo or executive presentation.
- Rolling forecast with multiple financial scenarios.
- Performance metrics with targets and management insights.
Ideal For
- Strategic Action Plan for 30–90 day finance priorities and execution road map.
- Founders looking for a strategic finance partner, not just reports.
Ready to Scale with a CFO-Level Strategy?
We’ll guide you through the setup process step by step