Fractional CFO Services

Sound familiar?

• I don’t know what my numbers are telling me
• Sales are up, but profit isn’t
• I can’t tell which jobs or customers actually make money
• I’m not sure how much I can pay myself
• I’ve outgrown my spreadsheet

Our Growth Partner retainer includes all of it:

• KPI dashboardAutomated and updated monthly
• Cash forecastRefreshed every month
• Strategic budgetingA plan built around your goals
• Variance analysisWhat’s off plan, why, and the fix
• Monthly check‑inWe walk through it together
• Goal trackingTargets that keep the numbers on course
• Decision modelsBuilt as hiring, expansion, or financing calls come up

1. 1Books closeYour bookkeeper wraps the month.
2. 2We refreshDashboard, forecast, and variances updated.
3. 3You get the readA short deck: what moved and why.
4. 4We talk it throughA call to decide what to do next.

Sound familiar?

• Profitable, but cash runs tight
• I pay before I get paid
• I lean on a line of credit
• I’m planning to hire or borrow
• My bank wants projections

• 12‑month forecastMonth by month, from your real history
• Bear, base, bullSee the range, not one guess
• Limit checksCash target, covenants, credit line
• Excel workbookFully linked and yours to keep
• Walkthrough callWhat it says and what to do

1. 1Share your numbers12–24 months from QuickBooks or Xero.
2. 2Talk through what’s aheadSeasons, purchases, hires.
3. 3We build and testThree scenarios, stress‑tested.
4. 4WalkthroughWhat it says and what to do.

Sound familiar?

• I’m thinking about a hire
• I’m eyeing a new location or service
• I’m buying major equipment
• I want to change my prices
• I’m considering a loan

• Custom modelYour numbers, every assumption visible
• Scenario analysisFinds the assumption that matters most
• Findings deckA clear recommendation
• Excel fileYours to keep and adjust

1. 1Frame the decisionWhat would make it a yes?
2. 2Build the modelFrom your actual numbers.
3. 3Run the scenariosFind your room for error.
4. 4Walk through itRecommendation and next steps.