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Between DIY and Fractional CFO:

The Sweet Spot for Growing Companies

Scalable Financial Planning & Anlaysis

Transform Your Financial Data Into Strategic Decisions

Your finance team is stretched thin. But you're not quite ready for a fractional CFO (and the costs). This is the solution you've been looking for - expert FP&A support that bridges the gap between basic bookkeeping and executive-level strategy.

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Running a growing business without proper financial planning is like driving at night without headlights. You might know where you want to go, but you can't see what's coming.

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Our Scalable FP&A service delivers the budgeting, forecasting, and analysis you need to navigate growth with confidence—without the overhead of a full fractional CFO engagement.

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This isn't another expensive consultant. It's affordable, systematic financial intelligence delivered monthly.

What You Get:
Clarity, Not Complexity

Core Monthly Deliverables

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Every month you receive:​

  • Rolling 12 Month Forecast -  Get high-level visibilty into where your business is heading

  • Monthly KPI Dashboard - Track the metrics that actually matter to your business

  • Custom Executive Reports - Financial insights translated into plain English

  • Variance Analysis - Understand why reality differs from plan, and what to do about it

  • Monthly Strategy Call - 60 to 90 minutes with your dedicated FP&A expert to discuss results and refine strategy

 

Available Add-Ons:

13-Week Cash Flow Forecast: Because running out of cash is not a strategy. Get granular visibility into your short-term cash position and options.

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Granular Budgeting & Forecasting: Create an annual budget using a deep-dive, bottoms up methodology and then reforeast your business on a quarterly basis.​​ See where your business is going and where it is off-track from expectations and assumptions.

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Board-Ready Reporting: Professional presentation decks that make you look as sharp as your numbers.

Why This Works for Growing Companies

You're Not Our Only Client, But You're Not Lost in the Shuffle

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Traditional fractional CFOs give you deep access and the fees to match. Basic bookkeepers give you historical reports, but zero strategic insight.

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We found the middle ground, providing standardized excellence with a personal touch. Enterprise-level FP&A expertise, delivered systematically at a price that makes sense for your growth stage.

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The Results:

  • KPIs that keep you on target and driving strategic value creating decisions

  • Improved forecasting accuracy that helps you avoid surprises

  • Cash flow visibility that prevents crisis mode

  • Budget vs. actual reporting that drives accountability

  • Scenario planning for major decisions

How It Works: Simple, Systematic, Scalable

Month 1 Foundation 

We dive deep into your financials, understand your business model, and build your custom reporting framework.

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Month 2 Implementation

Your personalized dashboards go live. First variance analysis and reports delivered.

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Month 3 & Beyond Optimization

Monthly rhythm established. Reports refined based on your feedback. Strategic insights compound as we learn your business.

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90-day minimum commitment because real financial transformation doesn't happen overnight.

Is This Right for You?

This Is For You If:

  • You're doing $1-10M in revenue and growing

  • Your current "FP&A" is a scramble at month-end

  • You need answers, not just numbers

  • Fractional CFO quotes made you laugh (then cry)

  • You're tired of making decisions based on gut feel

  • You want professional financial management at a fraction of the price

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This Isn't For You If:

  • You need daily financial hand-holding

  • You want someone to manage your bookkeeping

  • You require complex M&A or capital raising support

  • You prefer the level of access and hands-on collaboration that come with Fractional CFO services

Investment: Built for Growing Businesses

Starting at $1,500/month

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Compare that to:

  • Fractional CFO services: $5,000-$15,000/month

  • Full-time financial analyst: $6,000-$10,000/month + benefits

  • Flying blind: Priceless (in the worst way)

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All packages require a 90-day initial commitment. Because building meaningful financial intelligence takes time.

Your Questions, Answered

  • How quickly do you respond to questions? Within two business day, guaranteed. Usually faster. We keep our client base intentionally small to ensure quality over quantity.​

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  • What if I need to talk through something complex? Your monthly strategy call is included. Need more? Additional calls available at $150/hour. If we think a call is necessary to properly answer your questions, we'll suggest it and won't bill you.​

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  • What if I outgrow this service? Congratulations! That's the goal. When you're ready for full fractional CFO services, we'll help you transition seamlessly,​

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  • Is this really enough support? For most growing companies, absolutely. You'd be surprised how much clarity comes from consistent, quality financial reporting and analysis. It's not about having someone on-call 24/7—it's about having the right insights at the right time.

Stop Choosing Between Overpaying & Underperforming

Every month you wait is another month of decisions made in the dark. Another month of missed opportunities. Another month your competition pulls ahead with better financial intelligence.

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Ready to get the financial clarity your business deserves?

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Still need more hands-on support? Ask about our full Fractional CFO services for companies ready for high-touch financial leadership.

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