CFO Services (Fractional / Virtual)

Overview

What we deliver

We provide fractional CFO leadership covering strategic finance, fundraising, forecasting, and board reporting on a flexible engagement.

Our fractional CFO service places a senior finance leader inside your company on a part-time or virtual basis. We own the financial strategy, build the three-statement model, run the budgeting and forecasting cycle, and prepare board and investor materials. We sit in on management meetings, lead conversations with banks and lenders, and structure equity and debt fundraises. On the technical side, we ensure financials follow US GAAP, IFRS, or UK FRS 102, depending on the entity, and we coordinate audits with Big Four and regional firms. We work with HMRC, IRS, CRA, and ATO matters at the strategic level alongside your tax advisors. We help leadership teams make decisions on pricing, hiring, M&A, and capital allocation. The engagement scales up or down by hours each month, so you get senior judgment exactly when growth, fundraising, or transition calls for it without carrying a full-time salary.

Fit Check

Built for teams like yours

Who it's for

Series A to C startups
Founder-led SMBs scaling past ten million
PE portfolio companies in transition
Companies preparing for audit or exit
Bootstrapped firms hiring their first finance leader

Pain points we solve

No clear financial strategy or model
Weak board and investor reporting
Cash forecasting and runway gaps
Pricing and unit economics confusion
Audit and fundraise readiness gaps

What's included

Capabilities

Everything we cover in this engagement.

Three-statement financial model
Annual budget and rolling forecast
Board and investor reporting packages
Cash flow and runway management
Fundraising and lender support
M&A and exit readiness
KPI and unit economics dashboards
Audit coordination under GAAP, IFRS, FRS

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Diagnostic

We assess finance function maturity, data quality, and priorities.

02

Foundations

We build the model, budget, and reporting cadence.

03

Operating rhythm

We run monthly close reviews, board prep, and forecast updates.

04

Strategic projects

We lead fundraising, M&A prep, or audit as engagements arise.

05

Transition

We hand off to a full-time CFO when the company is ready.

What you get

Deliverables & outcomes

What you get

Three-statement model with scenarios
Monthly board package and commentary
Rolling 13-week cash forecast
KPI dashboard with finance and operational metrics
Investor reporting and data room
Audit-ready trial balance and workpapers

Outcomes you can expect

Clear visibility into cash and runway
Sharper pricing and unit economics
Faster, smoother fundraises
Cleaner audits and diligence processes
Stronger board and investor confidence

Timeline

Ongoing, 20 to 60 hours per month

Engagement

Monthly retainer, Project, Sprint

Tools we use

NetSuite, QuickBooks, Xero, Sage Intacct, Fathom, Causal

KPIs we track

Gross margin, burn multiple, CAC payback, days cash on hand, forecast accuracy

Client stories

What clients say

"

My books were 90 days behind and I was avoiding my accountant. They cleaned up nine months of mis-categorized Shopify and Stripe entries, set up proper rules in QuickBooks, and now my close lands on day four of every month. First time in three years I opened a P&L without wincing. Cash forecasting actually makes sense now.

D.R.

"

We had 14 cornerstone pages stuck on page two for 18 months. Their SEO crew rewrote the internal linking, cleaned up our schema, and shipped 22 supporting briefs over a quarter. Eight of those pages broke top three by month five. Organic pipeline went from a trickle to our second-largest source. Felt like watching interest compound.

James T.

Proof