Finance & Strategy
The CFO your business
can actually afford.
Strategic financial leadership without the $250K salary. Cash flow modeling, fundraising prep, board-ready dashboards, and Risk Management framing — and a numbers partner who shows up when decisions get made. Starting at $498/mo.
What We Do
Built for operators.
Priced for outcomes.
Cash Flow Architecture
Weekly rolling 13-week cash flow model, variance tracking, and burn analysis. Know exactly where you stand before it becomes a problem.
Board-Ready Reporting
Monthly P&L, KPI dashboard, and investor-grade financials. Formatted to impress the room, not just explain to it.
Fundraising Prep
Financial model, use-of-funds narrative, and data room build. We get you to term sheet ready in 30 days.
How It Works
Four steps.
Zero ambiguity.
Intake & Audit
We review your books, current reporting, and strategic goals in a 90-minute onboarding session.
Model Build
We build or rebuild your core financial model — P&L, cash flow, and scenario planning — within 14 days.
Ongoing Cadence
Weekly check-ins, monthly board prep, and on-call support for decisions, diligence, and pivots.
Strategic Leverage
Quarterly deep-dive: pricing strategy, capital allocation, and growth scenario modeling.
Packages
Choose your engagement.
- 13-week cash flow model
- Monthly P&L close
- One board deck per month
- Email support (48hr SLA)
- Bookkeeping coordination
- Everything in Foundation
- Weekly cash flow calls
- KPI dashboard (live)
- Fundraising model & narrative
- Investor correspondence support
- Quarterly strategy session
- Everything in Growth CFO
- Board meeting attendance
- M&A financial diligence
- Debt/equity capital structuring
- Unlimited async support
- Annual financial audit prep
FAQ
Common questions.
What does a Fractional CFO actually do?
A fractional CFO provides the same strategic financial leadership as a full-time CFO — modeling, reporting, fundraising support, board prep — at 20–30% of the cost. You get senior-level financial thinking without a full-time hire or a Big 4 invoice.
Is this a subscription or a project?
Either. Monthly retainers run month-to-month with no lock-in. Project engagements (fundraising model, data room build, financial audit prep) are scoped and fixed-price. Most clients start on retainer and add project work as needed.
Do I need to have clean books first?
No. We often start by cleaning up or restructuring existing books as part of onboarding. We coordinate with your bookkeeper or take over the function ourselves if needed.
How quickly can we start?
First deliverable in 14 days from intake. We have immediate capacity — no waitlist.
What stage is this for?
Pre-revenue to $10M ARR. Below that range, we help you build the financial infrastructure. At $10M+, we can discuss a full-time handoff plan.