Growing companies often need CFO-caliber judgment before they need a full-time executive. Our fractional CFO engagements provide structured financial leadership—reporting rhythm, cash discipline, and capital conversations—without the overhead of a permanent hire.
What engagements typically include
- Monthly close review and management reporting packages
- Rolling cash forecasts and runway analysis
- Budget vs. actual reviews with operating leaders
- Board and lender presentation support
- Coordination with bookkeepers, tax advisors, and legal counsel
- Process design for controls appropriate to company size
Engagement notes
Engagements are typically retained on a monthly basis with defined meeting cadence and deliverables. Scope is calibrated to your stage—from first institutional raise to multi-entity operations.