Fractional CFO Advisory
Executive financial leadership, without the full-time executive hire.
Senior-level financial guidance for leadership teams that need forward-looking planning, disciplined reporting, and a trusted partner in major decisions.
Challenges this addresses
- Decisions are made without reliable forecasts or cash visibility
- Budgets exist but are not tied to operating performance
- Leadership lacks concise, decision-ready financial reporting
- Growth, financing, or investment choices need experienced financial judgment
Advisory deliverables
- Annual budget and rolling forecast framework
- 13-week and long-range cash flow models
- Executive KPI dashboard and monthly reporting package
- Scenario and sensitivity analysis for key decisions
- Board- and lender-ready financial presentations
Ideal client
- Growing companies without a full-time CFO
- Founder- and owner-led businesses preparing for the next stage
- Leadership teams facing a significant financial decision
Engagement approach
- 1Assess current planning, reporting, and cash management
- 2Build the planning and reporting cadence
- 3Lead monthly financial reviews with leadership
- 4Advise on strategic decisions as they arise
Expected outcomes
- Clearer visibility into cash and performance
- More confident, data-informed decisions
- A repeatable planning and reporting rhythm
Outcomes vary by business; no specific results are guaranteed.
Engagement models
Ways to work together
Executive Advisory Retainers
Recurring fractional CFO and Controller engagements that provide steady, senior financial leadership.
Financial Transformation Projects
Fixed-scope engagements with documented deliverables, timelines, and milestones.
Strategic Financial Assessments
Paid diagnostic engagements evaluating financial operations, reporting, controls, and improvement opportunities.
Frequently asked questions
How is a fractional CFO different from a full-time CFO?+
A fractional CFO provides senior financial leadership on a part-time or recurring basis, scaled to what the business needs today.
How much time does an engagement require?+
Scope and cadence are defined together during the consultation and set out in a written engagement agreement.
Discuss Fractional CFO Advisory.
Whether you're scaling, restructuring, modernizing your accounting function, or seeking experienced financial leadership, let's explore what your business needs.