Fractional CFO and advisory
A finance partner for the decisions ahead.
For owners who've outgrown "just the accountant". I work alongside you quarter by quarter on cash flow, pricing, growth plans and how you pay yourself, so decisions are made with clear numbers.
i.What's included
Everything you need, nothing you don't.
- Cash flow forecasts and budgets
- Monthly dashboards and KPIs
- Quarterly review meetings
- Lender and investor packages
- Pricing and margin analysis
- Planning for growth, retirement or succession, with your lawyer and financial advisor
ii.Who it's for
Established owners planning their next three to five years: growing, buying, selling, or stepping back.
iii.Questions
Good to know.
How is this different from bookkeeping?
Bookkeeping records what happened. A fractional CFO uses those numbers to plan what happens next.
How long is the commitment?
Engagements run quarter by quarter, so you can adjust as the business changes.
Do you give investment or insurance advice?
No. I work alongside your financial advisor, insurance broker and lawyer, and can refer you to trusted specialists.
Next step
Make the next decision with clear numbers.
A 20-minute call. No cost, no obligation.
Request a discovery call