What is a Fractional CFO?
A chief financial officer (CFO) is a senior corporate executive responsible for the overall planning and management of a company's financial affairs.
Executive level financial support a small business needs for a fraction of the cost, aligned to the scope of work (not yet a full-time role) in the company
Responsibilities include developing the company's budget, forecasting, cost-benefit analysis, leading new investment initiatives, tracking cash flow, analyzing company’s financial strengths/weaknesses and advising other executives on strategic matters relating to company finances.
CFO plays a vital role in the company's strategic initiatives.
Source: Investopedia.com
fractional cfo Services
There is no need to hire an expensive full-time CFO at this stage of growth when you can get a CFO with all the experience and expertise to meet your needs at a fraction of the cost. We provide all the leadership level support your growing company needs and help you achieve your financial goals, so you can get back to doing what you enjoy in your business.
financial consulting & advisory
We work with you to assess profitability, manage cashflow, improve margins, determine KPIs and much more. With these financial insights, you can make better data driven decisions for your business on a day-to-day basis. We build the financial frameworks to operate your business more effectively, giving you peace of mind.
Business Financial fundamentals
We provide a comprehensive set of tools and resources to run your business finances smoothly. Budget, cash flow management, month-end close, variance analysis, key financial insight, etc. We help establish the financial foundation your business is missing to ensure your financial results are on track and improving every month with minimal oversight.
Fractional CFO Retainer Services
We have a limited number of Fractional CFO clients spots available, apply to become a client today!
Monthly CFO support services ▸ starting at $1,500/mo
CFO/Financial Consulting
Company Valuation Projects
“What if” Scenario Planning
Return on Investment (ROI) Analysis
Financial Dashboard/KPIs
Financial Processes Implementation
People Resource Planning
Implementing Decision Quality Framework
Strategic Business Planning and many more services…
Setting up a Monthly Budget
Monthly Financial Management Reports
Interactive Financial Dashboard
Month-end close (Budget vs. Actuals)
Cash Flow Management/Forecasting
Profit and Loss Management/Forecasting
Annual Financial Planning & Goal Setting
Interface with Accountant & Bookkeeper
BOD financial materials preparation
Decision Quality Framework
Everybody is focused on getting to 6-figures * How much does your business needs to generate for you * Pay yourself * Expenses and ROI * Look at your numbers and keep track * 6-figures doesn't mean profitable