Fractional CFO & Advisory
Senior financial leadership, at your scale
Ongoing financial leadership for businesses that need CFO-level thinking without a CFO-level hire — reporting, forecasting, KPIs and a standing conversation about what the numbers mean.
What's included
Management reporting
A monthly reporting pack written for owners, not for accountants.
KPI development
The five or six numbers that actually predict your results, tracked consistently.
Business financial analysis
Variance analysis, trend review and the question behind each anomaly.
Cash & working capital
Receivables, payables and inventory managed as a system.
Owner strategy
Distributions, compensation and reinvestment coordinated with your tax plan.
Standing cadence
A recurring monthly or quarterly session — decisions, not just documents.
Who this is for
- Businesses past the point where the owner can hold it all mentally
- Companies with a bookkeeper but no financial strategist
- Owners preparing for growth, financing or an exit
- Teams that receive reports nobody interprets