Finance support for the decisions ahead.
Scoped to the work you need.
Fractional CFO support is available for companies that need senior financial perspective without adding a full-time executive role.
Prefer to write first? Tell us what you need and we will reply with a scoped quote.
Typical Areas of Support
- Budget-to-actual analysis and management reporting
- Cash forecasting and working capital planning
- KPI, lender, investor, and board reporting
- Margin, pricing, and business performance analysis
- Financial support for transaction planning
A Bespoke Fractional Scope
Fractional CFO work is not priced by prorating a full-time role. We agree the decisions, deliverables, meeting cadence, and time allocation first, then quote the engagement.
Strategic finance works best when the underlying accounting is dependable. We may recommend addressing close or cleanup needs before relying on forecasts and management reporting.
What a fractional CFO does day to day
Day to day, a fractional CFO works on budget-versus-actual analysis, cash forecasting, KPI and board reporting, and the financial side of the decisions you are weighing. Scope, time and price are agreed for your business.
Works in the systems you already use
We work inside the systems you already use, including QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, Bill.com, Expensify, Ramp and Brex. If you run something else, we get onboarded on how your team uses it, and you have a named contact for follow-up questions.
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Frequently asked questions
Do you handle payroll or tax returns?
No. We do not process or file payroll, and we do not prepare tax returns. We can hand your CPA a clean, reconciled set of books.
Who reviews the work, and can a CPA sign off?
Work is reviewed on our side before it reaches you, and one accountable contact owns it. When a client or a job requires certified work, such as a CPA's sign-off, we provide it through our global network of licensed professionals.
Which software do you work in?
We work inside the systems you already use, including QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, Bill.com, Expensify, Ramp and Brex. If you run something else, we get onboarded on how your team uses it, and you have a named contact for follow-up questions.
What is a fractional CFO?
A senior finance leader who works with you part time on forecasting, cash planning and reporting. Scope, time and price are agreed for your business.