Services

Monthly Fractional CFO Partnership

An ongoing CFO partnership that provides financial clarity, structure, and executive-level guidance without the cost or overhead of a full-time hire.

This continuous engagement is designed to function as an internal CFO partner—focused on visibility, decision-support, and disciplined financial operations. Work is embedded in the ongoing rhythm of the business, not delivered as one-off analysis.

What this partnership includes:

Financial Reporting & Performance Clarity

We design and oversee core financial reporting so leadership always understands what the numbers are saying—and why.

• Monthly financial statements reviewed and refined

• KPI dashboards aligned to how the business actually operates

• Clear narrative explaining performance, trends, and variances

• Close cadence and KPI definitions standardized so reporting remains consistent month after month

Forecasting & Planning

We provide forward-looking visibility so decisions are made with context, not guesswork.

• Rolling 12–18 month forecasts

• Scenario planning to evaluate strategic decisions

• Budget and operating plan support

• Forecast drivers and assumptions documented so planning remains consistent and decision-ready

Strategic Finance & Decision Support

We partner with leadership on financial decisions that affect growth, profitability, and risk.

• Pricing and margin analysis

• Capital and resource allocation decisions

• Financial implications of hiring, expansion, or operational changes

• Decisions translated into measurable actions and tracked through ongoing reporting and forecasts

Ideal for:

Founders and leadership teams who want consistent financial clarity, disciplined execution, and a trusted CFO-level perspective as the business grows.

Enhancement Projects

Enhancement Projects are targeted, one-time financial engagements designed to solve specific problems or build specific tools. These projects are not included in the Monthly Fractional CFO Partnership and are scoped and billed separately.

They are appropriate when a business needs focused financial work completed outside the scope of ongoing advisory support.

Examples of enhancement projects include:

• Pricing model development

• Full financial model builds

• Reporting framework rebuilds

• Cash flow and trend analysis

Each project is clearly defined, time-bound, and priced independently based on scope and complexity. Enhancement Projects may be recommended as the business evolves, but are never included without prior agreement.