Get Started With Your Fractional CFO

Schedule a 30-minute call to assess your needs and match you with the right CFO. We are here to answer your questions and give you the information you need to decide what is right for your company. We provide transparent pricing and clear deliverables. 

Clear and Quick Start Up Process For Your Fractional CFO Engagement

A structured approach to onboarding your CFO and achieving results

Discovery Call

Schedule a 30-minute call to assess your needs and match you with the right CFO.

Accounting Cleanup & Mapping

2-week deep dive to review chart of accounts, accounting policies, and key priorities.

Reporting Implementation

Construction of custom reporting package covering all relevant systems and key metrics.

Planning & Analysis

Creation of 3-statement financial model and cash flow forecast with scenarios and variance reporting.

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