Chief Financial Officer
Growing companies often reach a stage where the bookkeeping is handled but nobody is actually deciding where capital should go, modeling the next eighteen months, or building the reporting a board or investor will trust. This service functions as a fractional CFO: treasury and cash management, FP&A modeling and scenario planning, deal support for M&A or fundraising, and the board- and investor-grade reporting package that turns financial data into a credible narrative. It's for leadership teams that need senior financial judgment on capital decisions but aren't ready for — or don't need — a full-time hire. You get the financial strategy and the reporting discipline of an experienced CFO, sized to the stage you're actually at.
How We’d Approach This
A clear, staged plan — not a black box
- 1
Review current financials, cash position, and reporting to find the gaps that would embarrass you in front of a board or investor.
- 2
Build a working financial model and one board-ready report as a pilot, tested against a real upcoming decision or meeting.
- 3
Walk the model and report through with leadership, adjusting for how you actually make capital decisions.
- 4
Take over ongoing FP&A, treasury oversight, and recurring board/investor reporting on a fixed cadence.
What You Get
Deliverables from this engagement
- A rolling financial model with scenario planning
- Board- and investor-ready reporting package, updated on a fixed cadence
- Treasury and cash-management runway analysis
- Deal-support materials for financing or M&A discussions when they arise
Six Ways We Could Architect This
Different engagement, different build — pick the shape that fits
There’s more than one way to deliver on this service. Browse a few of the ways we’d structure the work, depending on your speed, budget, and integration needs.
Ready to get started?
Tell us what you’re trying to get done and we’ll help you find the highest-leverage place to start — scoped small enough to prove itself before you commit to anything bigger.
Talk to us about Chief Financial OfficerMost engagements like this start as a $500–$2,500 pilot — see full pricing.