Fractional CFO Advisory

Monthly retainer or project-based pricing. Fractional CFO services are typically billed through monthly retainer arrangements that provide ongoing strategic financial leadership with regular reporting, dashboards, and on-demand support. Retainer arrangements offer predictable costs and consistent access to CFO-level guidance. Alternatively, project-based pricing is available for specific initiatives such as financing preparation, pricing strategy development, financial system implementation, or other defined projects. Project-based pricing provides flexibility for businesses that need CFO support for specific initiatives rather than ongoing monthly support. However, pricing depends on scope, complexity, and engagement type, so we discuss your needs and provide pricing based on the specific services required. Retainer amounts vary based on the level of support needed, reporting frequency, and scope of services, while project pricing depends on project scope and complexity. We work to provide transparent pricing that aligns with the value delivered, but specific pricing is discussed based on your needs rather than standard rates.

Yes-KPI reporting and board packs. We build custom financial dashboards that provide real-time insights into your business performance, including key performance indicators (KPIs), financial metrics, and operational data. Dashboards are tailored to your business needs and can include revenue trends, profitability analysis, cash flow tracking, and other metrics relevant to your operations. We also prepare board packs and executive reporting materials that provide clear financial insights and strategic context for board members and executive decision-makers. Board packs typically include financial statements, KPI summaries, variance analysis, and strategic commentary. However, dashboard and reporting effectiveness depends on data quality, system integration, and your team's ability to maintain accurate data. We build dashboards and reporting frameworks, but ongoing data accuracy and completeness depend on your internal processes and systems. We work with your existing accounting systems and data sources, but dashboard capabilities may be limited by system capabilities and data availability.

Yes-forecasts and lender-ready materials. We help prepare financial forecasts and lender-ready materials to support financing applications and capital raising initiatives. Financial forecasts typically include revenue projections, expense forecasts, cash flow projections, and scenario analysis that demonstrate your business's financial outlook and ability to service debt or meet investor expectations. Lender-ready materials include financial statements, forecasts, business plans, and other documentation that lenders typically require for financing applications. We work to ensure forecasts are realistic, well-supported, and presented in formats that lenders expect. However, financing success depends on many factors including business performance, market conditions, lender criteria, and other factors beyond financial materials. We prepare high-quality financial materials, but we cannot guarantee financing approval or specific terms. Financing outcomes depend on lender evaluation, business fundamentals, market conditions, and other factors. We coordinate with Business Consulting services when business planning is needed for financing, but financing success ultimately depends on lender decisions and business performance.

Engagement length varies based on your needs-monthly retainer arrangements are typically ongoing, while project-based engagements may last several weeks to several months depending on project scope. Monthly retainer arrangements provide ongoing strategic financial leadership and can continue as long as needed, with flexibility to adjust scope or frequency based on changing needs. Project-based engagements are typically defined by specific deliverables and timelines, such as financing preparation projects that may take several months or dashboard implementation projects that may take several weeks. For effective fractional CFO support, we typically need access to your accounting records, financial statements, operational data, and business information relevant to the areas we're supporting. This may include general ledger data, financial statements, sales and revenue data, expense information, cash flow records, and other financial and operational data. However, data requirements depend on the specific services needed-dashboard development requires system access and data integration, while pricing strategy work may need cost and revenue data. We discuss data requirements based on your needs, but timely access to accurate, complete data is essential for effective CFO support. Data quality and completeness affect the accuracy and usefulness of dashboards, forecasts, and strategic guidance.

We collaborate with your internal team to implement financial strategies, build reporting, and provide strategic guidance. Collaboration typically involves working with accounting staff to access financial data, coordinating with management on strategic initiatives, and training team members on new processes or reporting. We respect existing team structures and work to enhance capabilities rather than replace internal resources. Confidentiality is maintained through professional standards, confidentiality agreements, and secure handling of sensitive financial and business information. We treat all client information as confidential and use secure methods for data sharing and communication. However, effective collaboration depends on internal team engagement and availability-we work efficiently, but collaboration effectiveness depends on your team's responsiveness and participation. We maintain confidentiality through professional practices, but you should ensure proper authorization and access controls are in place for sensitive information. We coordinate with your team to ensure financial strategies are implemented effectively, but ongoing success depends on internal team commitment and organizational support for financial discipline and reporting processes.