FRACTIONAL CFO
Finally read your own financials.
Cash-flow forecasts, KPI dashboards, and board- and bank-ready numbers — without a full-time CFO salary.
SOUND FAMILIAR?
If your numbers only tell you the past.
THE APPROACH
Numbers that tell you where to go.
Most owners get financials that explain the past. We install forward-looking systems — a rolling cash forecast, margin analysis, and KPI dashboards — so you make decisions from data, not gut feel.
WHERE TO START
Start with a Financial Clarity Sprint.
START HERE
Financial Clarity Sprint
A fixed-scope, ~30-day diagnostic that turns your books into a plan: a 13-week cash forecast, a KPI baseline, and a one-page financial picture you can actually act on.
- 13-week cash forecast
- KPI baseline
- One-page financial picture
Fractional CFO Retainer
Monthly close oversight, a rolling forecast, KPI review, and a standing owner check-in — your CFO on call.
On-demand projects
Fundraise or bank package, M&A or sale readiness, restructuring — senior help exactly when you need it.
“For the first time, I could see what was coming — not just what happened.”
Owner · $8M distribution company
HOW IT WORKS
Diagnose, install, steer.
1 · Diagnose
We map your cash, margins, and the few KPIs that actually drive the business.
2 · Install
Forecasts, dashboards, and a monthly financial rhythm you can rely on.
3 · Steer
Ongoing guidance tied to your growth — decisions backed by numbers.
QUESTIONS
Good questions, answered.
Do you replace my bookkeeper?+
No — we sit above your bookkeeper and turn their output into decisions: forecasts, KPIs, and a financial picture you can act on.
How much does it cost?+
The Clarity Sprint is fixed-scope; retainers scale to your size and needs. You’ll get a clear number on the call — no hourly billing games, no surprises.
How fast will I see value?+
The Sprint delivers a 13-week cash forecast, a KPI baseline, and a one-page financial picture in about 30 days.
Is this right for my size?+
It’s built for owner-led businesses roughly $2M–$20M that have outgrown bookkeeping but don’t need — or want to pay for — a full-time CFO.
Stop guessing at your numbers.
A 30-minute financial clarity call — we'll tell you what we'd fix first.