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
Decision Quality Framework
total investment ▸$2,997
90min CFO Strategic Consultation
+ CFO Advisory on 1-2 top concerns
+ CEO Financial Dashboard
+ Financial Health Company Review with recommended % targets
+ Strategic Financial Plan for 1-2 top concerns
+ Recommendations Summary
+ Implementation Action Plan
How to utilize a CFO strategy Session?
Give CFO services a try before committing
Quarterly planning one-time session
Advisory on specific financial event/need
Company’s financial health snapshot
Identify financial risk or opportunity
If you are asking yourself any of the questions below
Tired of running out of money after paying payroll?
Nothing saved for taxes every year?
Not sure where money goes at the end of the month?
Not paying yourself a healthy salary?
Why you should book a session?
Dedicated time to focus on your company’s finances
Get financial clarity to drive quick results with long-term impact
Implement financial processes that will help you stay on track to meet your goals