Choose the level of support your finances need.
Fractional CFO work isn’t one-size-fits-all. Here’s what each level of engagement actually includes. Everything on this page is general information, not personal financial advice — scope is set once we’ve seen your numbers.
Three levels of support, and the handoff built into every one.
Financial Operations
We clean up the books, tighten cash controls, and establish a monthly close rigorous enough that you’d trust the numbers in front of a lender or investor without a second look.
Forecasting & Planning
Rolling 13-week cash forecasts and scenario models built around your actual growth levers, updated monthly so the plan reflects what’s really happening.
Board & Investor Reporting
Full reporting packages, board decks, and covenant tracking prepared to the standard investors and lenders expect from a full-time CFO.
Transition Plan
Built into every engagement: handoff documentation and involvement in hiring your first full-time CFO, if and when you’re ready.
What founders ask before engaging.
What size business is this actually for?
Most of our clients run between $2M and $25M in annual revenue — past the point a bookkeeper can keep up, before a full-time CFO makes financial sense.
How many hours a month is a typical engagement?
Most clients start between 15 and 30 hours a month, scaled up during fundraising or a major planning cycle and back down once things stabilize.
Can a fractional CFO help us raise capital?
It’s one of the most common reasons clients engage us. We build the model and reporting package investors expect, and often sit in on diligence calls directly.
Do you replace our bookkeeper or accountant?
No — we typically work alongside your existing bookkeeper or outside accounting firm, adding the forecasting, strategy, and reporting layer they don’t provide.
Ready for real financial visibility?
One call tells you what scope of support actually fits your stage, and what it would cost.