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Most fractional CFOs report on your numbers. I build the automated infrastructure that generates better numbers.
Proof
Board Confidence
Reporting packages become investor and board ready. No more scrambling before board meetings. Your numbers tell a clear story that builds trust with investors and advisors.
Cash Visibility
Rolling forecasts reduce surprises and improve decision timing. You will know your runway, burn trajectory, and cash position at any given moment, without waiting for month-end close.
Faster Finance Ops
Automated workflows cut manual reporting overhead. What used to take your team 20 hours now takes 8. What used to be a 10-day close cycle becomes 6.
Who This Is For
Fractional CFO services are ideal for companies that have outgrown basic bookkeeping but are not ready for a full-time hire.
Your team is expanding and needs financial infrastructure to scale. Headcount planning, compensation modeling, and budget allocation can not live in a spreadsheet anymore.
Growth that demands strategic financial oversight. Your monthly reporting needs to evolve from a P&L screenshot to a decision-ready package.
You need strategic thinking beyond compliance and reporting. Your bookkeeper or controller handles the day-to-day, but nobody is connecting your financials to your business strategy.
You need the expertise at a fraction of the cost. A full-time CFO costs $250K+ per year. A fractional engagement delivers the same strategic outcomes for $36K to $96K annually.
Investors expect financial rigor and reporting. Board decks, monthly updates, KPI packages, and financial models are table stakes after your first institutional round.
Ready to graduate to automated, real-time insights. You have data scattered across QuickBooks, your bank, your CRM, and three Google Sheets. None of them agree.
Deliverables
Strategic financial leadership with automation built in from day one.
Process
A structured onboarding process that delivers results before the first month is over.
I get access to your accounting system, bank feeds, and operational tools. I audit your chart of accounts, reconciliation state, close process, and reporting quality. You get a written diagnostic with a prioritized action plan.
Reporting layer goes live. Financial models get built. Dashboards connect to your source data. Automation workflows deploy. You start seeing outputs before the first month is over.
Regular strategy sessions (weekly or bi-weekly depending on tier). Monthly reporting cadence locked in. Continuous improvement on dashboards, models, and automation. Direct access for ad-hoc decision support.
Differentiator
Not a generalist consultant. A Chartered Accountant with Big 4 training who understands the technical details of financial reporting, audit readiness, and compliance.
Every engagement includes automated reporting, dashboards, and workflow systems. You do not pay extra for the technology layer. It is how I deliver.
I do not replace your bookkeeper, accountant, or controller. I add the strategic layer on top and build the systems that make everyone more effective. Your existing team keeps doing what they do best.
Engagements run month-to-month after the initial onboarding period. If the value is not there, you can walk away. No long-term contracts. No exit penalties.
Investment
Monthly retainer. No lock-in contracts. USD invoicing.
Reporting, forecasting, KPI dashboards, budget analysis, bi-weekly calls.
Most Popular
Everything in Core plus automated pipelines, real-time dashboards, board materials, weekly calls.
Everything above plus capital raise support, due diligence, investor negotiations, finance team oversight.
+ $3,000 to $5,000 one-time setup fee (financial health audit, system setup, automation buildout, delivered in 2 to 3 weeks).
FAQ
A fractional CFO provides strategic leadership including financial planning, cash flow management, board reporting, and capital raise readiness, without the cost of a full-time executive. The difference between a fractional CFO and a bookkeeper or accountant is the focus on forward-looking strategy versus backward-looking compliance.
Bookkeepers record transactions and accountants focus on compliance. A fractional CFO focuses on strategic decisions, forecasting, risk management, and growth planning. I work alongside your existing accounting team, not in place of them.
Growth-stage companies from seed through Series A, typically with 10 to 80 employees. Companies that have raised institutional capital, are scaling revenue, and have outgrown basic finance support but are not ready for a $250K+ full-time CFO.
It starts with a discovery call, moves into a 2 to 3 week diagnostic and setup phase, and then transitions to a monthly retainer with defined deliverables, strategic reviews, and direct access for decision support.
No. I work alongside your existing finance team and add strategic leadership plus finance automation on top. Your bookkeeper or controller keeps doing what they do best. I make sure the output connects to business strategy.
I implement dashboards, reporting pipelines, and AI-assisted workflows so your finance function becomes faster and more proactive. This is not an add-on. It is built into how I deliver every engagement.
The first step is a free 30-minute discovery call. We will map your current finance infrastructure, identify the gaps, and build a plan to close them.