FP&A & Fractional CFO
Forecasting, budgeting, board reporting, fundraise support and a seasoned fractional CFO on call.
The full scope, in plain English.
The complete list of what we can deliver under this line. Every item is a real service — tell us which you need.
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.
Process, tools & 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.
Growth-stage companies that need financial leadership before a full-time CFO makes sense — and owners who want a senior sounding board.
Fixed monthly retainer scaled to cadence and involvement; fundraise sprints quoted separately.
- Driver-based financial model
- Budget & rolling forecast
- Board pack
- Cash runway view
- A CFO who picks up the phone
FP&A & Fractional CFO, country by country.
This service adapts to each jurisdiction's rules, regulator and framework. Open your market for the specifics.
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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United Kingdom
UK boards and lenders expect clean rolling forecasts and covenant models — a fractional CFO supplies both.
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Canada
Bilingual-market forecasting and cross-border cash planning are common asks a fractional CFO covers.
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Australia
Trans-Tasman and APAC expansion planning is a natural fractional-CFO remit.
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New Zealand
Forecasting and cash planning for export-led NZ businesses managing FX exposure.
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United Arab Emirates
Hub-entity planning and multi-currency treasury for groups running the region from Dubai or Abu Dhabi.
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Saudi Arabia
Growth and expansion planning for companies riding Vision 2030 demand and multi-currency flows.
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Qatar
Project and contract-cash-flow planning for Qatar's infrastructure-led economy.
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Kuwait
Cash-flow planning around Kuwait's retention mechanics is a specific, valuable fractional-CFO task.
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Pakistan
Forecasting, board reporting and fundraise support for scaling Pakistani businesses.
Details →Frequently asked questions
How many hours do we get? +
Can the CFO join board meetings? +
We already have a bookkeeper. Does this work on top? +
Do you help with fundraising? +
What happens when we outgrow fractional? +
Big 4 quality is closer
than you think.
See exactly what you'd save, then talk to a founding partner who can make it real.