A bookkeeper records transactions and an accountant ensures compliance. A Fractional CFO drives strategy budgeting, forecasting, KPIs, pricing, financing, and decision support so leadership can act with clarity.

Step 1: Discovery and data access → Diagnostic + KPI shortlist.
Step 2: Initial forecast, month end improvements, reporting cadence.
Step 3: Regular reviews, scenario modeling, and cash-flow optimization. 

Typically bi-weekly or monthly: KPI dashboard, variance report, rolling 12-month forecast, cash-flow updates, and an executive summary with recommendations.

Yes—modeling, lender/investor-ready reports, metrics storytelling, and data-room prep to streamline diligence.

Flexible retainers based on scope (KPI reporting only → full CFO suite). We’ll propose tiers after the initial diagnostic so you pay only for what you need.