Interim Advisory · Fractional CFO Services
Flexible CFO-level support for financial planning, performance management, capital strategy, and executive decision-making—without the fixed cost of a full-time finance executive.
Schedule a 30-minute conversationScope of support
Each engagement begins by defining the decision, available information, and desired outcome. The work then establishes the analysis, reporting, and planning required to support it.
Develop financial models, forecasts, and scenarios that connect current decisions with long-term objectives.
Evaluate revenue, pricing, cost structure, and unit economics before committing significant resources.
Establish a reliable view of the financial and operating measures used to assess performance.
Prepare the projections, analysis, and financial narrative required for investor and lender discussions.
Establish a clear reporting cadence for boards, investors, and other financial stakeholders.
Develop a supportable valuation perspective for fundraising, strategic planning, or potential transactions.
Ways to work together
A fast, paid entry point.
Includes a 60–90 minute intake.
A focused 2–4 week project.
Designed for a defined financial priority or decision. Clients get free access to PlanAI
Ongoing CFO-level support on a monthly retainer.
Scope and cadence are tailored to the company’s needs. Clients get free access to PlanAI
Client context
Cash runway, fundraising, unit economics, pricing, product-roadmap alignment, and investor requirements.
Cash-flow visibility, profitability analysis, budgeting, performance reporting, and growth planning.
Program economics, resource allocation, board reporting, scenario analysis, and mission-aligned planning.
Initial conversation
We will discuss the decision, review the information currently available, and determine whether a focused project or an ongoing advisory relationship is the appropriate fit.