Service

Fractional CFO & Strategic Consulting

Forecasting, budgeting, KPI design, capital strategy, and board-ready insights — embedded with your leadership team for as much or as little time as you need.

What's included

  • Annual budgets, rolling forecasts, scenario planning
  • KPI dashboards and operating-metric design
  • Cash-flow strategy, banking and lender relationships
  • Investor and board reporting packages
  • M&A due-diligence support and integration

Who it's for

Founders and operators ready to make decisions backed by forecasts, KPIs, and capital strategy — but not yet ready for a full-time CFO.

Engagement model

Monthly retainer with a fixed scope. Strategic sessions, board-ready outputs, banker and investor support — all delivered with a senior practitioner.

Ready to see the story behind your numbers?

Book a complimentary consultation. We'll review your goals and outline how fractional senior accounting can support your next stage of growth.