Assess your needs
Choose one or several services. Tell us the outcome, timing and current setup.
FRACTIONAL CFO & CONTROLLER
Finance leadership for your next stage.
Growth can outpace the finance function long before a full-time hire makes sense. Get a defined finance-leadership role, a reporting rhythm and decision support built around your stage.
No call required to begin. Scope, fees and the responsible professional are confirmed before engagement.
Clear ownership of the close and reporting rhythm
A forward view of cash and business performance
Finance leadership matched to your actual needs
WHAT WE CAN SCOPE
Support with a clear purpose.
- Controller oversight of close and reconciliations
- Cash-flow, runway and budget forecasts
- Management and stakeholder reporting
- Finance-process and control improvements
- Fractional leadership and coordination of the finance team
Who this is for
Growing companies that need finance oversight or strategic financial leadership alongside their existing team.
What you receive
A defined leadership remit, reporting calendar and agreed recurring finance outputs.
Your written engagement defines the exact deliverables and exclusions. Professional work is delivered by the qualified firm or specialist identified in that engagement.
PRICED AROUND THE WORK
A scope you understand.
A fee you approve.
Responsibilities, entity complexity, reporting requirements and time commitment shape the engagement. Controller work and CFO advisory are distinguished in your proposal.
Additional work requires your approval. You can combine services in one request, with each service scoped separately.
Tell us about your needsA MORE USEFUL FIRST CONVERSATION
What helps us scope your work.
Start with a summary. We arrange the appropriate record collection after scope and access are agreed.
- Finance-team structure and current responsibilities
- Entity count and reporting requirements
- Recent accounts, forecasts and close timetable
- Leadership priorities and expected engagement cadence
HOW WE WORK
One coordinated path.
Confirm scope and team
We coordinate the appropriate CPA firm or specialist and confirm responsibilities, deliverables and fees.
Approve your engagement
Review the written terms for each service. Sign before payment or professional work begins.
Move the work forward
Follow the agreed document checklist, review points and delivery schedule. Services can progress separately.
Before you get started.
What is the difference between a controller and a CFO?
Controller support focuses on reliable records, close, reporting and controls. CFO support focuses on forward planning and financial decisions. Your scope can include either or both.
Who is responsible for the professional work?
A qualified professional is identified as responsible for your work before the engagement begins, along with the agreed scope, fee and delivery plan.
Can I combine this with tax or another service?
Yes. Select all relevant services in the business request. We agree the scope and dependencies of each, and work can progress on separate schedules.
YOUR NEXT STEP