Cash flow forecasting and scenario planning
Board- and investor-ready financial reporting
Strategic guidance on hiring, pricing, and growth decisions, grounded in your actual numbers
Support through financing rounds, loan applications, or a business sale process
Direct access to senior-level financial thinking — not a junior account manager relaying questions upward
Scale-up founders whose bookkeeper or controller has hit the ceiling of what they can strategically offer — especially ahead of a fundraising round, a major financing decision, or simply outgrowing gut-feel planning.
Frequently Asked Questions
Aren’t we too small for a CFO?
That’s exactly what “fractional” solves. You get senior-level thinking scoped to a few hours a month, not a full-time hire.
How is this different from a bookkeeper or controller?
Bookkeeping and controllership keep the numbers accurate and current. CFO-level work uses those numbers to answer forward-looking questions — can we afford to hire, what happens to cash flow if we take this contract, how do we present to an investor.
What does a typical engagement look like?
Scope varies by business, which is exactly why we don’t publish fixed packages — a free consultation defines what makes sense for where you are.
How often will we hear from you?
Monthly, at minimum — consistency is the entire value of this service.
Ready to talk?
If you’re weighing whether your business is ready for CFO-level support, a free consultation is the fastest way to find out — no pressure, no obligation.
