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Cash forecasts, board reports and finance workflows that keep moving without repeated manual rebuilding.
A fixed monthly fee for the agreed scope. Scheduled reviews and routine questions about that work are included. Additional projects are quoted before work starts.
Reporting workflows connect to your data and flag exceptions for review, reducing repeated manual preparation.
Work directly with Marco on your forecast and reporting systems, with scheduled reviews and defined support between them.
Keep your existing bookkeeping and compliance support. Add forecasting, management reporting and finance automation with clear responsibilities.
The first-30-day Foundation is a separate fixed-scope project. Scope, fees, support boundaries and any software costs are agreed before you commit. Retainers are month-to-month after setup.
Already have reliable books? Explore a focused Finance Review.What the work is designed to improve
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 cash position and runway at any given moment, without waiting for month-end close.
Faster Finance Ops
Automated workflows can reduce manual reporting overhead. We define the baseline and review the effect before treating a change as an outcome.
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 fractional engagement delivers the same strategic outcomes without the salary, equity, and benefits overhead of a full-time executive hire.
Whoever you report to expects financial rigour. Board packs, monthly updates, KPI reporting and financial models that hold up to questions.
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 defines the first useful decision and the evidence required to review it.
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, a prioritised build scope and a named owner for missing data.
Build the agreed forecast and first reporting pack, test data connections and document the refresh and review process. Completion is checked against the agreed scope. Timing depends on access and usable records.
Regular strategy sessions (monthly, bi-weekly or 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 (South Africa) with Big 4 training who understands the technical details of financial reporting, audit readiness, and compliance.
Automation is included where it is part of the agreed scope. Reporting workflows, dashboards and integrations are defined before work starts, including any third-party software costs.
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 after Foundation. Scope, fees and billing currency agreed before work starts.
Reporting, forecasting, KPI dashboards, budget analysis, monthly calls.
Common starting point
Everything in Core plus automated pipelines, real-time dashboards, board materials, bi-weekly calls.
Everything above plus capital raise support, due diligence, investor negotiations, finance team oversight.
+ a one-time setup fee (financial health audit, system setup, automation buildout, scoped across the first 30 days).
Planning a sale? See Exit Readiness
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.
Founder-led companies that have outgrown a part-time bookkeeper but are not ready for a full-time CFO. Industry-agnostic, and funding stage does not matter: bootstrapped, bank-funded and investor-backed businesses all fit.
It starts with a discovery call, moves into a first-30-day Foundation with an agreed diagnostic and setup scope, 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 fit call to understand the decision you need to make and agree whether a paid review or Foundation is appropriate.