Most founders hire a bookkeeper first, then an accountant for tax filing. But there is a gap between “the books are clean” and “we have a finance strategy” — and that gap is where many scaling companies stall.
You are raising a priced round
Investors expect a three-statement financial model, a clear use-of-funds breakdown, and a credible forecast. A fractional CFO builds these artifacts and prepares you for due diligence questions about unit economics and burn rate.
Your board wants monthly reporting
Board decks require more than a P&L export. You need variance analysis, KPI dashboards, and narrative commentary on what changed and why. This is strategic work that goes beyond bookkeeping.
Cash runway keeps you up at night
If you cannot confidently answer “how many months of runway do we have?” you need a 13-week cash flow model. Fractional CFOs build and maintain these models, updating them weekly as conditions change.
You are expanding into new markets
Multi-state nexus, international tax implications, and new entity structures add complexity fast. Strategic finance leadership helps you navigate these decisions before they become expensive mistakes.
The right time is earlier than you think
Companies between $1M and $10M in revenue often benefit most from fractional CFO support. You get executive-level guidance at a fraction of the cost of a full-time hire, typically 10–20 hours per month.
This article presents general guidance for fictional demonstration. Consult a qualified advisor for decisions specific to your company.