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Fractional CFO Services
Most fractional CFOs report on your numbers. I build the automated infrastructure that generates better numbers.
Who this is for
You have outgrown a bookkeeper but are not ready for a full-time CFO. Here is what usually prompts the call, and what changes once the work starts.
Whoever you report to expects numbers that hold up to questions. Reporting packs become something you send with confidence, not something you scramble to assemble.
You find out about a tight month too late. A rolling forecast shows your cash position ahead of time, without waiting for month-end close.
The day-to-day is handled, but nobody connects the financials to the decisions in front of you. That is the gap a fractional CFO fills, alongside your existing team.
Your data sits across Sage or Xero, your bank, your CRM and three Google Sheets, and none of them agree. Automated reporting cuts the manual work, and we agree the baseline first so the effect can be checked.
Deliverables
Strategic financial leadership with automation built in from day one.
See a fictional 13-week cash forecast and other work samples.
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 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 (South Africa) 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.
How fees work
Monthly retainer. No lock-in contracts. Invoiced in rand.
Reporting, forecasting, KPI dashboards, budget analysis, bi-weekly calls.
Common starting point
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.
The monthly fee depends on the level of scope and how messy the starting point is. There is a one-time setup fee for the financial health audit, system setup and automation buildout, delivered in 2 to 3 weeks. You get both in writing after the discovery call, before any work starts.
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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 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.
Usually once you have several entities, frequent financing events, or an internal finance team large enough to need a dedicated executive. Before that point, a fractional engagement covers the same decisions without the cost of a full-time hire.
No long-term lock-in. Engagements run month-to-month after the initial setup period.
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.