How it works
What a fractional engagement actually looks like.
No mystery and no long-term lock-in. Strategic financial leadership, delivered part-time, in a steady rhythm built around the decisions in front of you.
- 01
A 20-minute clarity call
We start with the decision or pressure that brought you here. No pitch. By the end you'll have a straight read on whether strategic finance is the right move now — and if it isn't, what to do instead.
Free · No obligation
- 02
A scoped engagement, right-sized
If it's a fit, we agree on scope, cadence, and what success looks like in the first 90 days. That might be a standing monthly retainer or a fixed-scope project — whichever your stage actually calls for.
Monthly retainer or fixed project
- 03
The first 30 days: visibility
We stand up the two artifacts that change how you make decisions: a rolling 13-week cash model and a forward-looking forecast you can trust. This alone usually removes the cash surprises.
Cash model · Rolling forecast
- 04
The ongoing rhythm
Each month: a forward look, not just a backward close. Decision modeling before you commit real money. Capital and lender strategy when relevant. And plain-language translation so you can act quickly.
Forward look · Decision support
A month in the life
Less “doing the books.” More “what should we do next?”
A good engagement is rhythmic, not reactive. A typical month with a fractional CFO includes:
- An updated rolling forecast and an honest read on cash
- A 13-week cash view refreshed against reality
- Modeling for any decision on the table — a hire, a location, a price change
- The two or three numbers that actually matter this month, in plain language
- Capital, lender, or investor support when it's relevant
The best first step is knowing where you stand.
Before any call, take the readiness assessment. If you're not ready yet, it will tell you — and what to do instead. If you are, you'll walk into the conversation already knowing why.
Ready to talk it through?
Book a 20-minute clarity call.
Bring the decision that's on your mind. We'll give you a straight read on whether a fractional CFO fits — and scope it against your actual situation if it does. Serving $1M–$5M businesses.