Fractional CFO & Strategic Finance
When leaders need better decisions but not another full time executive
When leaders need better decisions but not another full time executive.
Get a clearer financial picture and a decision ready management cadence without adding a permanent CFO role.
Fractional CFO leadership for SaaS, technology and South Shore businesses seeking sharper forecasts, executive reporting and capital decisions.
What we deliver
Board and lender presentations
Build concise board packs with operating results, cash outlook, major risks and decisions needed.
13 week cash forecast
Create a rolling short term cash view with assumptions, owners and action triggers.
Operating plan and scenarios
Connect revenue, staffing, costs and investment decisions to a realistic forecast.
What your first 30 to 60 days look like
Week 1: Meet leadership, assess reporting, goals and immediate cash questions.
Weeks 2–3: Build a baseline KPI scorecard and initial cash forecast.
Weeks 4–6: Deliver a board ready reporting pack and a prioritized decision calendar.
Days 45–60: Refine scenarios and establish a repeatable monthly management rhythm.
Smarter execution, accountable decisions
Automation can assemble reporting inputs and highlight unusual movements, while senior review determines which trends matter and what leadership should do next.
Build a clear financial decision-making cadence with experienced fractional CFO support.
Turn uncertainty into a cash forecast, board-ready reporting and a practical operating plan.
Book a Free 30-Minute Consultation