Fractional CFO support

A regular planning conversation supported by a clearly scoped forecast and decision pack.

ILLUSTRATIVE DEMO PRICING

$1900

per month · demo

The entity, period, record quality and agreed deliverables determine the written scope. Demo figures do not form an offer.

A clear scope before the work

Useful planning starts with the decisions the owner is trying to make. This sample engagement defines the planning model, who maintains assumptions and how often the conversation happens. Scenarios are estimates rather than predictions. The work supports an informed discussion and does not guarantee funding, profit or an investment outcome.

Before an engagement

This is fictional demonstration content. A real practice confirms its qualifications, authorisation, responsibilities and written engagement terms before accepting work. The scope, exclusions and preparation shown below are shared CMS fields, also used by the pricing page.

Included in this example

An agreed planning model, a regular review meeting and a short written record of assumptions and decisions.

Outside this scope

Investment advice, fundraising guarantees, daily transaction processing and an employed finance-director role are outside this sample package.

Before the conversation

Describe the decision, the planning horizon and the reports you already use. Financial statements are shared later through a method agreed with the practice.

Find the right starting point.

Describe the work you need. The introductory conversation confirms the fit, scope and next steps before an engagement.

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