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Fractional CFO Program

Providing Everything You Need

Chart on the digital tablet screen.


Month-end closing

Bank reconciliations

Monthly financial statements

Revenue recognition

State or local sales and excise tax filings

Maintenance of financial dashboard, updated daily

  • Track monthly sales by product, customer and region

  • Track accounts receivable by customer

  • Track status of inventory and days inventory on hand by SKU

  • Track days since last order by customer

  • Customized reports

1X Monthly Financial Meeting and Summary


All Basic service plus:

12-Month forecasting and cash flow planning

Advice on sales strategies

Advice on pricing strategies and promotions

Assistance with capital raising

  • Pitch decks

  • Cost of capital analysis

  • Presentations to prospective investors

Advice on board structure and corporate governance

Contract review

Stock Data
Business Meeting


For clients in need of strategic finance direction

Go-public events

Audit preparation and management

Design of internal control

Merger & acquisition due diligence

Team leadership

ERP implementation

Systems integration


Rates Are Negotiable

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