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FP&A & Fractional CFO in United States

US fundraising sets a high bar for the model and data room — a fractional CFO gets you investor-ready before the term sheet.

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Why it's different here

FP&A & Fractional CFO, tuned to United States.

US fundraising sets a high bar for the model and data room — a fractional CFO gets you investor-ready before the term sheet.

Reporting framework: US GAAP. Primary regulator: the IRS and state departments of revenue. Company registry: the Secretary of State (per state). Everything runs remotely, on United States's calendar, in USD.

Full scope

What's included.

The complete fp&a & fractional cfo scope — all of it available to United States clients.

Budgeting & rolling forecasts

A budget the team actually uses, refreshed as a rolling forecast so it stays connected to reality.

Driver-based financial models

Three-statement models built around how your business actually earns money — interrogable, not just presentable.

Cash-flow & runway management

Weekly or monthly cash visibility, runway maths and the early warnings that buy you options.

Board & investor reporting

The monthly/quarterly pack investors expect — clean numbers, honest commentary, no surprises.

KPI & dashboard design

The handful of metrics that actually predict your business, live in Power BI or your stack.

Scenario & sensitivity analysis

Hiring plans, pricing changes and downside cases modelled before you commit, not after.

Pricing & unit economics

Contribution margins, CAC/LTV and price-point analysis grounded in your real cost base.

Fundraise & diligence support

Financial story, data room and model ready before investors start asking.

Debt & banking support

Lender packs, covenant models and negotiation support for facilities and refinancing.

Fractional CFO leadership

A senior finance leader in your corner — for the board meeting, the bank negotiation and the decisions in between.

How we deliver

Process & quality control.

Financial baseline

Historicals, unit economics and cash position established as a reliable starting point.

Model & budget

A driver-based model built around how your business actually earns money.

Operating cadence

Monthly reporting, forecast refresh and a standing session with your leadership.

On-call leadership

Your CFO is reachable between cycles — that is the point of the role.

TurnaroundMonthly cadence as standard; deal or fundraise sprints scheduled as needed.

Quality controlModels are reviewed, stress-tested and documented — no black boxes.

More services in United States

GAAP / IFRS & Accounting Advisory Deal Advisory (M&A)Risk & Governance Bookkeeping & CAS Outsourced Controller Taxation

Questions

FP&A & Fractional CFO in United States — FAQs

How does FP&A & Fractional CFO work for a US company specifically? +

US fundraising sets a high bar for the model and data room — a fractional CFO gets you investor-ready before the term sheet. We deliver it fully remotely, reporting under US GAAP and coordinating with the IRS and state departments of revenue and the Secretary of State (per state) where the work touches them.

How many hours do we get? +

Retainers are scoped by outcomes (the reporting cadence and standing sessions) rather than a stopwatch — with an agreed ceiling so costs stay predictable.

Can the CFO join board meetings? +

Yes — presenting the numbers at board and investor meetings is a normal part of the role.

We already have a bookkeeper. Does this work on top? +

Yes — FP&A sits on top of clean books. If the books need work first, we'll say so plainly and fix that before charging you for forecasting.

Do you help with fundraising? +

We build the model and data room and support diligence. We are not brokers — we don't sell your round, we make sure the numbers survive it.

FP&A & Fractional CFO for your United States business.

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