CFO-level advice, without the full-time salary
Forecasts, budgets, KPIs and business plans that help you make confident decisions, secure financing, and grow.
A good fit if…
- You're applying for a bank loan and need a business plan
- Cash feels tight even though sales are growing
- You want a budget and a way to track against it
- You're starting a business and want to plan it properly
What's included
Forecasting
- Cash flow forecasts
- Profit & loss forecasts
- Improving working capital and liquidity
Management accounting
- Budget development
- Variance analysis (budget vs. actual)
- Key performance indicators (KPIs) for your business
Strategy & financing
- Business plans for short-term or long-term bank loans
- Financial strategy and strategy mapping
- Startup assistance
- Dividend payout calculations
Fractional CFO service
Senior financial oversight on a part-time basis: someone who understands your numbers, reviews results with you, and helps you plan ahead.
Frequently asked questions
What does a fractional CFO do?
A fractional CFO provides the strategic financial leadership of a chief financial officer on a part-time basis. That includes reviewing your results, forecasting cash flow, building budgets, setting KPIs and advising on major decisions, without the cost of a full-time executive.
Can you help me get a bank loan?
We write business plans and financial projections for short-term and long-term bank financing, presented the way lenders expect to see them. The lending decision is always the bank's, but a well-prepared plan puts you in a stronger position.
Why is cash tight when my business is profitable?
Profit and cash aren't the same thing. Slow-paying customers, inventory, loan payments and tax instalments can all tie up cash. A cash flow forecast shows where your money is going and when, and helps you plan for it.
Let's get your books in order.
Book a free, no-obligation consultation. We'll look at where things stand today and recommend a plan that fits your business.