13-week cash-flow forecast
A rolling weekly view of cash in and cash out, so tight weeks are visible a quarter ahead — while there's still time to act.
Advisory engagement
A CFO's judgment,
without the CFO payroll.
Senior finance leadership scoped to the size of your business today — forecasting, budgeting, and the forward view that turns clean books into better decisions.
Cash forecastNext 13 weeks
Tightest weekW7 · $41.2K
Every weekCovered+ No surprises
The forward view
What your fractional CFO actually does.
Bookkeeping records what happened. This is the layer that decides what to do about it — delivered on a standing monthly cadence, not billed by the question.
Budgets & Forecasts
An annual operating budget built with you, then updated as reality changes — so the plan stays a plan, not a museum piece.
KPI dashboard & margin analysis
The handful of numbers that actually drive your business, tracked monthly — gross margin, labor efficiency, collection speed, and cash cover.
Pricing & job-cost reviews
Which services, jobs, or customers make you money — and which quietly don't. Pricing recommendations grounded in your own numbers.
Lender & investor readiness
Financial packages, projections, and covenant tracking prepared to the standard banks and investors expect — before they ask.
Monthly strategy session
A standing working session on the numbers: what changed, what it means, and the one or two decisions that matter next.
Timing
When bookkeeping isn't enough anymore.
Most businesses outgrow "just the books" long before they can justify a $250K finance hire. A fractional CFO fills that gap — the same strategic finance work, sized to your stage and priced as a flat monthly fee.
You're ready when
- Revenue is crossing seven figures and complexity is climbing
- You're borrowing, refinancing, or raising — and need a package lenders trust
- Margins are a guess instead of a number
- Cash keeps surprising you at month end
- Pricing decisions are made by gut feel
Foundation first
Built on clean books.
A forecast is only as good as the ledger underneath it. CFO engagements run on books we keep — or books we've verified — which is why most clients pair this with the bookkeeping engagement through the CFO+ plan.
- Already our bookkeeping client? CFO work layers straight on.
- Books kept elsewhere? We start with a diagnostic review of the ledger.
- Want both handled? See the CFO+ plan →