01 · Cash
Cash is visible too late.
You have a model, but not a weekly operating grip on inflows, outflows, customer timing, payroll, vendors, and worst-case runway.
- 13-week cash forecast
- Revenue timing audit
- Burn and runway model
Fractional CFO Services
The CFO seat, without the full-time theatre.
For companies that need board-ready finance, cash control, FP&A, close discipline, deal readiness, and technical judgment before they need another executive salary. Built for founder-led, professional services, SaaS, and PE-backed companies in the messy middle.
13+
Years Big Four and advisory
100+
Transactions supported
$2B+
Capital markets activity
20→5
Close re-engineering example
Diagnostic
Do not hire a title. Fix the finance system.
The first question is not whether you need a CFO. The first question is which failure mode is actually costing you money, speed, credibility, or control.
02 · Close
The numbers arrive after the decision.
The team closes the books, but leadership makes decisions before the financials are clean enough to trust.
- Close calendar redesign
- Variance workflow
- Controller escalation map
03 · Board
The board deck is narration, not control.
Reporting exists, but it does not isolate what changed, why it changed, and what decision management needs from the room.
- Board KPI architecture
- MD&A-style commentary
- Decision-ready package
04 · Deal
The business is not diligence-ready.
Your quality of earnings story, revenue bridge, customer concentration, addbacks, and working capital narrative are not ready for buyer scrutiny.
- QoE pre-audit
- Data room readiness
- EBITDA bridge cleanup
Operating Model
What the fractional CFO role actually owns.
This is not an advisory retainer that produces vague commentary. The work should create durable financial infrastructure, tighter cadence, and better decisions.
FP&A
Budget model, rolling forecast, variance analysis, KPI architecture, revenue and margin bridges.
Cash
13-week cash forecast, runway visibility, working capital rhythm, vendor and AR timing control.
Close
Month-end calendar, account ownership, review controls, management reporting, close acceleration.
Board
Board deck, lender package, investor narrative, operating commentary, decision framing.
Deals
QoE readiness, diligence support, data room structure, EBITDA bridge, buyer question anticipation.
AI Layer
Workflow automation, prompt systems, finance dashboards, commentary generation, control-aware review.
First 30 Days
The first month should not be a vibe check.
A serious fractional CFO engagement starts with a fast diagnostic, a prioritized operating plan, and visible deliverables within weeks.
Finance system triage
Review chart of accounts, close process, reporting pack, cash model, budget, board materials, debt covenants, customer economics, and current team capacity.
Build the control surface
Define the core dashboard: cash, revenue, margin, headcount, burn, bookings, backlog, AR, AP, debt, working capital, and key operating drivers.
Install the weekly cadence
Weekly finance operating review with forecast refresh, cash watchlist, variance callouts, owner assignment, and issue closure tracking.
Produce the executive package
Deliver a board-ready management package with numbers, commentary, risks, decisions needed, and the next 30-day finance build plan.
Engagement Options
Three ways to use the seat.
Pricing depends on complexity, cadence, team condition, and urgency. These are package shapes, not fixed quotes.
Diagnostic Sprint
2 weeks
For owners who suspect the finance system is failing but do not yet know where the fracture is.
- Finance system audit
- Cash and reporting review
- Prioritized remediation plan
Fractional CFO
Monthly
For companies that need an ongoing CFO operating cadence without a full-time executive hire.
- Weekly finance operating review
- Monthly reporting package
- Forecast, cash, board, and close oversight
Deal Readiness
Project
For companies preparing for fundraising, sale process, lender review, or sponsor diligence.
- QoE readiness
- Data room architecture
- EBITDA and working capital narrative
“The close is not the job. The board deck is not the job. The job is making the business legible enough that leadership can act before the damage is permanent.”
Next step
Bring the current mess.
The first session should use real artifacts: your current model, close calendar, board deck, management report, AR aging, debt schedule, and whatever spreadsheet everyone privately distrusts.