Fractional CFO
Senior finance leadership without the full-time cost. We help you make better decisions, plan ahead, and keep the story behind the numbers credible to investors, lenders, and stakeholders.
What we do
- Cash and runway planning (with early warning signals)
- Decision support: pricing, hiring, growth trade-offs, margin analysis
- Fundraising support and investor narrative (numbers that stack up)
- Board-level reporting and monthly finance leadership
- Finance systems and process improvements as you scale
How we do it
- Discovery: understand your business model, constraints, and goals
- Baseline: clean reporting so you trust the numbers
- Cadence: regular check-ins, metrics review, and priorities for the month
- Delivery: clear outputs (packs, forecasts, analyses) that help you act
Items to note
- Fractional CFO works best with a clear cadence and a small set of decision priorities.
- If your bookkeeping is behind, we will fix the foundation first so forecasts and packs are reliable.
- You do not need complexity; you need clarity and consistency.
What we need from you
- Access to reporting (Xero, bank, payroll, key metrics) and your current KPIs
- A view of pipeline/revenue drivers and payment terms
- Regular time with you (and optionally your ops/sales lead) for decision-making
Typical timeline
- Week 1-2: baseline reporting and cash visibility.
- Weeks 3-4: first pack/forecast and decision support cadence.
More detail
A fractional CFO should make decisions easier. That means turning numbers into clarity: what is really driving performance, what the constraints are, and what you can do next. We focus on the metrics that matter, keep the reporting consistent, and help you prioritise actions that move cash and profitability in the right direction.
If you are raising funding or reporting to stakeholders, credibility matters. We help you build a narrative that matches the numbers and stands up to scrutiny. That might mean tightening reporting, improving forecasting, or pressure-testing assumptions before you take them into a board meeting or investor conversation.
Frequently asked questions
Is this only for venture-backed startups?
No. It is useful for any growing business that needs senior finance thinking without a full-time hire.
What outputs do we get?
Typically a monthly pack, cash forecast, KPI tracking, and ad-hoc analysis for key decisions.
How many days per month do you work with us?
It depends on what you need. We agree a simple scope and cadence up front and adjust as the business evolves.
Can you join board meetings?
Yes, where it is helpful. We can support preparation and attend to help explain the numbers.
Want to talk it through?
Book a free discovery call and we will point you to the right service.
Schedule a call