What a Fortune-500 CFO does, spelled out.
The Fractional CFO landing page tells you the pitch. This page tells you the deliverables, the cadence, and exactly what shows up each month.
Monthly review
Acme Industries
May 2026
Cash
$2.1M
+$340K
Runway
18 mo
+2 mo
Gross M
68%
+4 pts
EBITDA
$182K
+11%
13-week cash forecast
Min: $1.4M wk 6
This month's action items
Renegotiate hosting contract saves ~$4K/mo at current usage
Raise pricing on tier 2 unit economics support +12%
Illustrative slice from a real engagement format.
What Happens Each Month
A predictable rhythm. You know what you're getting. Your business knows what to expect.
Weekly Touchpoints
- Quick cash & runway check
- Anything urgent flagged + resolved
- Async availability for ad-hoc questions
Monthly Financial Review
- P&L, balance sheet, and cash flow walkthrough
- Variance vs. plan with explanations
- KPI dashboard and trend commentary
- Action items for the coming month
Quarterly Strategy
- Re-forecast against actuals
- Pricing & profitability deep dive
- Scenario planning (downside / upside)
- Board-ready summary if you need one
Annual Planning
- Full-year budget & operating plan
- Tax-position review with your accountant
- Long-range strategic targets
Core Capabilities
What sits underneath the monthly cadence.
Cash Flow Forecasting
13-week rolling cash forecast updated weekly. Know your runway, your stress points, and your wiggle room before they bite.
Profitability Analysis
By product, by customer, by channel. Find your high-margin work and your loss leaders, and price accordingly.
Pricing & Unit Economics
Customer acquisition cost, lifetime value, contribution margin, payback period. All measured and tracked over time.
Tax Optimization
Entity structure review, deduction identification, R&D credits, and proactive year-end planning. Coordinated with your accountant or ours.
Fundraising Support
Model construction, deck financial pages, data-room prep, and live Q&A support during investor calls.
M&A & Valuation
Buy-side or sell-side valuation work, quality-of-earnings prep, and deal-team interface. We've been on both sides of the table.
Reporting Infrastructure
Chart-of-accounts cleanup, dashboard build-out, and tying your accounting system to the metrics you actually care about.
Controls & Compliance
Approval workflows, segregation of duties, audit-ready bookkeeping, and the boring-but-essential infrastructure that keeps you out of trouble.
Vendor & Cost Optimization
Subscription audits, vendor consolidation, payment terms renegotiation. Recurring wins that compound.
Where We Fit Best
Fractional CFO work isn't one size fits all. Here are the situations where we move the needle most.
Growing without a finance team
$500K–$10M revenue businesses where the founder has been running finance off a spreadsheet and is hitting the limits of that approach.
Typical engagement: 6+ months
Preparing for a raise or sale
You're 6–18 months out from a financing or exit event and need the numbers, the narrative, and the data room to be airtight.
Typical engagement: 3–12 months
Between full-time CFOs
Your CFO left or you're hiring up. Don't lose 6 months of momentum on close, forecasting, and board reporting.
Typical engagement: 3–9 months
See if a fractional CFO makes sense for you.
A 2-minute assessment will give you a personalized estimate of where the savings are hiding in your business.