Fractional CFO
Senior financial leadership for founder-led businesses, focused on the decisions that drive growth and value.
You have outgrown a bookkeeper and a year-end accountant, but a full-time CFO is not the right step yet. We step in as your finance leader. We work with your existing bookkeeper, controller, and external accountant, and we focus on what comes next: where the business is going, what the numbers are telling you, and which decisions will create the most value.
What We Do
Planning and Forecasting
- Annual operating plan and budget
- Rolling 12-month forecast and cash flow model
- Scenario planning for growth, hiring, and investment decisions
Performance and KPIs
- KPI design and monthly dashboards
- Pricing, unit economics, and margin analysis
- Monthly performance review with management
Capital and Key Decisions
- Capital allocation and investment decisions
- Lender relationships and financing preparation
- Evaluation of acquisitions, partnerships, and major contracts
Board and Investor Reporting
- Board and investor reporting packages
- Clear, consistent financial narrative
- Support for board meetings and investor conversations
Who This Is For
- Founder-led businesses ($3M to $30M revenue)
- Companies that need decision-grade numbers, not just accurate books
- Businesses that are growing fast, raising capital or financing, or preparing for a sale or acquisition
- Founders who want a finance partner at the table for major decisions
Outcomes
- Clear visibility into performance and cash
- Faster, better-informed decisions
- Stronger relationships with lenders, investors, and boards
- A finance function ready for the next stage of growth