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Services/Tax & Advisory

Fractional CFO Advisory

Forecasting, fundraising support, board-ready reporting.

Deliverables

What's Included

  • 01

    13-week cash and annual forecast models

  • 02

    Board and investor reporting packs

  • 03

    Fundraising data-room support

  • 04

    KPI design and monthly review

  • 05

    Coordination with bookkeeping and tax

Who It's For

  • Seed to Series B startups

    You need CFO-quality numbers without CFO-level headcount yet.

  • Operators preparing to raise

    Investors expect a coherent financial story.

  • CEOs tired of spreadsheet chaos

    You want one owner for forecast, actuals, and narrative.

Our Process for Fractional CFO Advisory

  1. 1

    Diagnose

    We review books, metrics, and decision needs.

  2. 2

    Build the rhythm

    Forecast, monthly close review, and board pack cadence.

  3. 3

    Support moments that matter

    Fundraises, hiring plans, and scenario models on demand.

“The fractional CFO work paid for itself in our Series A prep. Clear numbers, calm meetings, no drama.”

Sam Ortiz

COO, Brightleaf

FAQ

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Ready to start with Fractional CFO Advisory?

Tell us where you are. We will map the next steps on a short call.