FRACTIONAL CFO SERVICES
CFO-Level Financial Strategy — Without the CFO Salary.
Get strategic financial leadership for your growing business — cash flow forecasting, board reporting, KPI dashboards, and investor-ready financials — at a fraction of the cost of a full-time CFO.
WHAT'S INCLUDED
What Our Fractional CFO Service Delivers
Cash Flow Forecasting
12-week rolling cash flow models, scenario planning, and early-warning systems for liquidity risk.
KPI Dashboards
Custom dashboards tracking the financial and operational metrics that matter most to your business.
Board & Investor Reporting
Board packs, investor updates, and management accounts — clear, professional, and delivered on time.
Budget & Forecast Management
Annual budget preparation, quarterly reforecast, and variance analysis with narrative commentary.
Strategic Planning Support
Financial modelling for expansion, acquisition, pricing decisions, and capital allocation strategy.
Fundraising & Due Diligence Support
Financial data rooms, investor-ready models, and CFO representation during fundraising rounds.
HOW IT WORKS
Simple. Reliable. Delivered.
Financial Health Review
We start with a deep dive into your current financials — understanding where you are before advising where to go.
Build Your Financial Infrastructure
KPIs, dashboards, forecasting models, and reporting cadences are established and tailored to your business.
Ongoing Strategic Partnership
Monthly or quarterly CFO support — attending leadership meetings, advising on decisions, and evolving as you grow.
WHY VERIS
What Makes Us Different
Real CFO Experience
Our fractional CFOs have operated at the senior finance level across multiple industries — not junior analysts.
Integrated With Your Books
Because we often handle bookkeeping too, your CFO has clean, real-time data to work from — not massaged numbers.
Right-Sized for Your Stage
Whether you're pre-revenue or approaching $10M, we scope the engagement to what you actually need.
Transparent, Fixed Fees
No surprise invoices. Fractional CFO services are priced as a clear monthly retainer with defined deliverables.
For CPA Firms
Running a CPA practice?
We deliver this service white-label under your firm’s name. You review and sign — we handle the work. US-managed, fully confidential, scalable from 1 client upward.
Ready for a CFO Without the Full-Time Cost?
Book a discovery call to discuss your financial leadership needs — no commitment required.
+1 (929) 600-0884 · info@verisfinancials.com