Fractional CFO
Part-time finance leadership for privately held, PE-backed companies. We stand up the finance function, run it alongside your controller, and give your sponsor and lenders numbers they can trust — without the cost of a full-time hire.
Stand Up the Finance Function
Post-acquisition or fast-growing companies often outgrow their accounting setup before they hire a CFO. We install the mechanics a PE-backed company needs and operate them day to day.
What we build:
- Reporting calendar & operating cadenceA monthly rhythm for close, forecast, and reporting so nothing is a fire drill — everyone knows what's due and when.
- Chart of accounts & KPI frameworkA chart of accounts and the 5–7 KPIs that actually reflect how the business creates value, mapped to how your sponsor thinks.
- Systems & data flow (ERP, billing, payroll)We connect the tools you already run so data flows cleanly into reporting instead of living in disconnected spreadsheets.
- Finance team structure & hiring planWe define the roles you need next and help you hire, so the function can eventually run without us.
Typically a monthly retainer scoped to your stage and the hours you need. We'll size it together on a short call.
Month-End Close, Done Right
We partner with your controller to make the monthly and quarterly close faster, cleaner, and more predictable — so the numbers are ready when the board and lenders ask.
How we help:
- Close checklist & timelineA documented close process with owners and due dates that shrinks the days-to-close month over month.
- Accruals, cut-off & reconciliationsWe tighten the judgment areas — accruals, deferrals, and account reconciliations — so results hold up under scrutiny.
- Actuals vs. forecast bridgeEvery close ties back to the forecast with a clear variance bridge, so surprises are explained, not discovered.
- Audit & diligence readinessClean, well-supported books mean lower audit fees and a far smoother next diligence process.
Available as part of a CFO retainer or as a focused close-improvement project.
Sponsor & Lender Relationships
We own the recurring reporting your equity sponsor and lenders expect and act as a steady point of contact when they have questions.
We handle:
- Monthly / quarterly sponsor packageA consistent reporting package — results, forecast, KPIs, and commentary — delivered on the sponsor's cadence.
- Lender & covenant reportingCompliance certificates, borrowing-base reporting, and covenant tracking prepared on time and tied to the books.
- Board meeting prep & materialsWe build the board deck and pre-brief you so the meeting is about decisions, not reconciling numbers.
- Ad-hoc analysis & data requestsWhen the sponsor or a lender needs a cut of the data, we turn it around quickly and accurately.
Need a CFO in the seat — part time?
Let's talk through where your finance function is today and what it needs next. Book a complimentary introductory call.
Schedule Consultation