Fractional CFO
Numbers that inform the next hire and the next raise
When the question shifts from "are the books clean?" to "can we afford the next hire?" you need a finance partner who already knows how your numbers are built. Fincera fractional CFO work sits on top of books we maintain—forecasting, KPIs, and narratives ready for boards, banks, and investors.
What you get
Cash forecasting, KPI packages, and board-ready narratives from a finance partner who already knows how your books are built.
- 13-week and rolling cash forecasts
- KPI packages tailored to your business model
- Board and investor reporting decks
- Scenario modeling for hiring, pricing, and runway
- Strategic finance calls on a cadence that matches your pace
Built for
Teams that need a dedicated partner—not another software login or a shared support queue.
- Startups raising or preparing for diligence
- SMBs hiring fast and needing runway clarity
- Founders presenting to boards or lenders monthly
- Teams that outgrew bookkeeper-only support
How it works
- 01
Ground in clean books
CFO advisory builds on ledgers we know—no parallel spreadsheets fighting your source of truth.
- 02
Define the metrics
We agree on the handful of numbers that actually drive decisions for your stage and industry.
- 03
Report and advise
Regular packages plus direct access when something material changes in the business.
Often paired with
Most clients start with one service and add others as the business grows—same bookkeeper, same CPA oversight.
Tell us where the books hurt.
A free CPA discovery call covers stack, volume, and whether Essentials, Growth, or Executive is the right next chapter. No pitch deck. A clear recommendation.