Fractional CFO Services for High-Growth Companies
Gain senior financial leadership, multi-year capital forecasting, runway optimization, and board-level strategic counsel — without the $350k+ executive payroll overhead.
Identify Your Exact Financial Operating Bottleneck
Are you scaling commercial operations or stewarding public/fiduciary trust? Select your operating reality to pinpoint your solution path:
Track A: Founders & Growth CEOs
When top-line revenue is compounding, but real-time cash clarity lags behind critical operational decisions:
“Profitable on paper, but cash in the bank feels uncomfortably tight.”
“Month-end close takes weeks, leaving you with stale data to make critical hires.”
“Outgrowing your generic bookkeeper; nobody is forecasting forward runway.”
Track B: Nonprofit Executive Directors
When fiduciary accountability, grant tracking, and board oversight demand audit-proof fund transparency:
“Dreading the next board meeting due to confusing restricted-fund tracking.”
“Audit-readiness panic whenever grant reporting deadlines loom.”
“Manual reconciliations eating up staff hours that belong in programs.”
The Core Service Tiers
Compare our executive financial advisory tiers and discover how Fractional CFO leadership replaces costly blindspots.
Foundation
- ✓ Accrual-Basis GAAP Ledgers: Full balance sheet reconciliations and audit-ready books establishing trustworthy numbers.
- ✓ 10-Day Month-End Close: Financial statements finalized on a strict monthly cadence so decisions aren't made on stale data.
- ✓ Automated AP/AR & Payroll: Cash flow hygiene through Bill.com and error-free multi-state wage compliance.
- ✓ Monthly Executive P&L Review: Direct variance review with Roy Welch to surface cost overruns and cash trends.
Replaces chaotic bookkeeping, missing balance sheet reconciliations, and delayed financial reporting that prevent strategic CFO planning from being effective.
Growth
- ✓ Dynamic 13-Week Cash Flow Engine: Precision rolling runway model testing hiring, marketing, and capex scenarios.
- ✓ Board & Investor Slide Decks: Institutional-caliber financial presentations and KPI visualizations delivered monthly.
- ✓ Bi-Weekly 1-on-1 Roadmap Sessions: Strategic sparring partner with Roy Welch for critical pricing, expansion, and capital decisions.
- ✓ Unit Economics & Margin Dashboards: Deep-dive into gross profit by product/service, CAC, LTV, and payback periods.
- ✓ Debt Facility & Banking Oversight: Bank covenant monitoring, credit line compliance, and lender relations.
Replaces a costly $350k+ full-time executive salary, eliminates cash flow surprises, prevents gut-feel hiring blunders, and relieves intense board meeting anxiety.
Scale
- ✓ Multi-Entity Consolidation: Intercompany eliminations, multi-jurisdiction tax planning, and centralized treasury management.
- ✓ Institutional Capital Raise Diligence: Venture debt, equity series modeling, cap table waterfall analysis, and data room prep.
- ✓ M&A Buy/Sell-Side Diligence: Quality of earnings support, valuation multiples, integration financial architecture, and escrow defense.
- ✓ Direct Partner Slack Channel: Priority 24-hour turnaround on strategic financial inquiries and weekly executive cadence.
Replaces fragmented finance teams, valuation discounts during investor diligence, diligence bottlenecks, and costly mistakes during major corporate transactions.
The 3-Step Engagement Mechanism
Demystifying what happens after you click to remove onboarding friction:
15-Minute Clarity Call
We diagnose your primary financial bottleneck and review current software/reporting gaps.
LedgerBridge Health Audit
We review your chart of accounts and deliver an exact 90-day remediation blueprint.
Systems Activation
We take over reconciliations, install real-time dashboards, and begin forward forecasting.
Get Clear on Your Numbers Before Your Next Board Meeting or Payroll Run.
“Bring your biggest financial question. You leave with an actionable diagnosis whether we work together or not.”
Fractional CFO FAQs
Frequently asked questions about executive advisory scope, time allocation, and board reporting.