What a fractional CFO does
A fractional (or outsourced) CFO provides the strategic side of finance, such as forecasting, cash planning and reporting that leadership can act on, on an ongoing part-time basis instead of through a full-time executive hire. The goal is not a prettier report. It is better decisions.
What our CFO advisory includes
- Forecasting and budgeting
- Cash-flow strategy
- KPI dashboards and a CFO dashboard of the numbers that matter
- Board-ready reporting
- Monthly reviews and a standing review call
- Industry benchmarks
- Scenario modeling and decision support
Built on clean books
Advisory is only as good as the numbers underneath it, which is why it sits on top of monthly bookkeeping and reporting. Our cash flow and profitability guide covers the margins and break-even math we review with owners.
Financial Fitness
For owners who want a hands-on partner, our Financial Fitness program adds clarity coaching, profit strategy, systems and structure, and execution support. Read about the Financial Fitness™ system.
The CFO dashboard and monthly review are part of the Advisory and Private levels of Real Deal Monthly.