Fractional CFO Services
Strategic financial leadership without the full‑time cost — forecasting, KPIs, cash flow, and board‑ready reporting.
- Cash Flow Forecasting
- Budget vs Actuals
- KPI Dashboards
- Close Oversight
- Unit Economics
- Board-Ready Reporting
Monthly CFO Cadence
- Month‑end close review & variance analysis
- 12–18 month cash forecast with scenarios
- KPI dashboard (margins, CAC/LTV, runway)
- Quarterly planning & budget refresh
- Board / investor pack preparation
On‑Demand Strategy
- Pricing & unit economics
- Hiring plan & compensation modeling
- Financing readiness (debt & equity)
- Workflow controls in QuickBooks
- Audit support & documentation
Deliverables
- Custom KPI dashboard
- Cash forecast (best/base/worst)
- Budget vs Actuals with commentary
- Close checklist & control improvements
- Executive/Board slides
Recommended Software • QuickBooks Partner Offer
Save with our partner offer and let Ledger Pro configure your setup properly.
Plus
- Projects & classes
- Inventory tracking
- Great mid‑market base
Advanced
- Advanced roles & approvals
- Workflows & batch transactions
- Up to 25 users
Add Payroll — filings & year‑end e‑file handled.
How Our Fractional CFO Engagement Works
- Discovery & Goals — align objectives, constraints, and runway.
- Diagnostics — review financials, systems, and the close process.
- 90‑Day Plan — immediate wins + roadmap to target metrics.
- Monthly Rhythm — close review, KPIs, cash updates, decisions.
Let’s Align Finance with Your Strategy
Book a free consultation and we’ll map where to start — forecasting, KPIs, or board‑ready reporting.
