SERVICE DETAIL
Fractional CFO Core (3-Month Minimum)
Ongoing financial leadership for companies that need executive-level decision support without a full-time CFO hire.
Engagement length: minimum 3 months · Investment: USD $8,000–$10,000 per month · Remote delivery
The objective is straightforward: important decisions are made with clear financial logic, not instinct.
What this engagement covers
- Regular CFO sessions with the owner and leadership team.
- Monthly reporting, variance analysis and commentary.
- 12–36 month forecasting, scenario planning and sensitivity testing.
- Design and implementation of KPI dashboards and reporting cadence.
- Support for pricing, margin analysis and cost structure decisions.
Deliverables & output
1. Monthly CFO reporting pack
Structured reporting across performance, cashflow, variance versus forecast and margin behavior – designed for executive use, not just accounting.
2. Forecasting & scenario engine
A rolling 12–36 month model that shows the financial impact of different growth, cost and investment decisions before you commit to them.
3. KPI & dashboard framework
A focused set of operational and strategic KPIs that reflect how the business really runs, supported by a reporting rhythm that leadership can rely on.
4. Executive decision support
Live support and analysis on decisions with financial impact – investment, pricing, cost changes, hiring plans and capital allocation.
Examples of outcomes from similar work
- Transformed fragmented reporting into board-ready dashboards.
- Installed budgeting and performance tracking across multiple entities.
- Unified reporting and forecasting across a group structure.
- Implemented KPI governance to create visibility and accountability.
Who this is ideal for
Fractional CFO Core is designed for organisations that require ongoing strategic finance capacity but do not need a full-time CFO on payroll.
- Growing companies with increasing operational and financial complexity.
- Multi-entity groups needing consolidated visibility and control.
- Owners who want a finance partner at the table, not just historical reporting.
If the business is moving fast and you want decisions to keep pace – this is the CFO layer.
Considering Fractional CFO support?
If you want to understand how a 3+ month Fractional CFO engagement could be structured around your business, submit an inquiry and you will receive a direct response with options and next steps.