Fractional CFO Advisory

Overview

Fractional CFO Advisory provides senior-level financial guidance to businesses that need strategic financial leadership without hiring a full-time chief financial officer.

Who This Is For

• Growing businesses requiring financial strategy
• Owners preparing for expansion
• Companies experiencing cash-flow or profitability challenges
• Leadership teams needing stronger financial reporting
• Businesses requiring budgeting and forecasting support

What Is Included

• Financial-performance review
• Cash-flow strategy
• Budget development and monitoring
• Financial forecasting
• Profitability analysis
• Management financial reporting
• Strategic decision support
• Scheduled advisory meetings

The Process

1. 1Book an initial consultation.
2. 2Complete the financial needs assessment.
3. 3Receive a customized scope and proposal.
4. 4Sign the advisory agreement.
5. 5Establish the private recurring payment arrangement.
6. 6Begin scheduled reporting and advisory meetings.

Deliverables

• Management financial reports
• Cash-flow analysis
• Budget and forecast reports
• Financial-performance observations
• Strategic recommendations
• Meeting summaries and action items

What Is Not Included

• Tax-return preparation
• Legal advice
• Investment management
• Audited financial statements
• Financing guarantees
• Daily bookkeeping (unless included in the written scope)

Frequently Asked Questions