Your finance team is stretched thin. You are not ready for a fractional CFO. This is the answer.

You know your revenue. You know your bank balance. What you do not know is where the business is heading in the next 90 days, which initiatives are actually driving profit, or why cash is tight when sales are up. That is the gap this service closes. Not a full fractional CFO engagement. Not a bookkeeper. The specific financial intelligence a growing company needs to make better decisions, delivered monthly, starting at $1,500.

Core Monthly Deliverables

What you receive every month.

Rolling 12-Month Forecast

High-level visibility into where your business is heading, updated monthly with actual results and revised assumptions.

Monthly KPI Dashboard

Track the metrics that actually matter to your business. Custom-built around your model, not a generic template.

Variance Analysis

Understand why reality differs from plan and what to do about it. Not just the numbers — the explanation and the action.

Monthly Strategy Call

60 to 90 minutes with your dedicated FP&A expert. Review results, refine strategy, and discuss what is coming next.

Add-Ons

Additional support when you need it.

Every engagement starts with the core monthly package. When your needs grow or a specific situation demands more, these services are available to add on.

13-Week Cash Flow Forecast

Granular visibility into short-term cash position
Weekly cash inflows and outflows mapped out
Early warning on potential cash crunches
Options analysis when you need to act fast

Annual Budget and Reforecast

Bottoms-up methodology, not a top-down guess
Quarterly reforecast to keep plan current
Scenario planning for major decisions
Board-ready presentation format

Is This Right for You?

This works for specific situations. Here is who it fits.

This Is For You If

You are doing $1M to $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 are tired of making decisions based on gut feel

This Is Not For You If

You need daily financial hand-holding
You want someone to manage bookkeeping
You require complex M&A or capital raising support
You need the depth and access of Fractional CFO

Investment

Built for growing businesses.

Starting at

$1,500/mo

90-day initial commitment. Month-to-month after that.

Compare to fractional CFO: $5,000–$15,000/month
Full-time financial analyst: $6,000–$10,000/month + benefits

How It Works

Simple, systematic, scalable.

Month 1 — Foundation

Deep dive into your financials
Understand your business model
Build custom reporting framework

Month 2 — Implementation

Dashboards go live
First variance analysis delivered
Forecast cadence established

Month 3 and Beyond

Monthly rhythm established
Reports refined by feedback
Strategic insights compound

Scalable FP&A