SERVICE DETAIL
CFO Diagnostic & Strategy Blueprint (30 Days)
A concentrated, 30-day engagement designed to turn financial noise into a clear picture and a concrete action plan.
Engagement length: 30 days · Investment: USD $6,000 (fixed) · Remote delivery
This is where most partnerships start. The Blueprint gives you a fast, structured view of what is actually happening in your numbers, how your current reporting supports (or blocks) decisions, and what needs to change to support the next phase of growth.
What this engagement covers
- Review of financial statements, reporting packs and key metrics.
- Assessment of cashflow behavior, margin profile and cost structure.
- Analysis of current budgeting, forecasting and scenario practices.
- High-level view of systems and how information flows across the business.
- Identification of risks, blind spots and missed opportunities.
What you receive at the end of 30 days
1. Diagnostic summary
A clear view of how the business is performing financially – where it is strong, where it is exposed, and where decisions are being made without the right visibility.
2. 90-day action blueprint
A prioritised, practical plan covering what to fix first, what can wait, and what will have the greatest impact on clarity, stability and growth.
3. Recommendations on structure & reporting
Guidance on how to evolve your reporting, forecasting and finance structure so leadership has the information needed to steer the business.
4. Recommendations on ongoing CFO support
If helpful, a proposed path into Fractional CFO Core or the Capital & Expansion Program – with a clear scope and expected outcomes.
Why companies choose to start here
- They want clarity before committing to a longer engagement.
- They need a neutral, senior outside view on their financial reality.
- They are preparing for bigger decisions – expansion, refinancing, investment.
- They want to understand whether they truly need ongoing CFO support.
The Blueprint is designed to pay for itself in clarity alone. Everything after that is upside.
Interested in starting with the Blueprint?
If you want to know whether this 30-day engagement is the right entry point for your situation, submit an inquiry and you will receive a direct response with next steps.