Make the next financial decision with a clearer view ahead.
The CFO Partnership combines managed accounting with forecasts and a defined decision agenda. We help you connect the booked calendar, actual costs, cash requirements, and the choices ownership is making.
From $5,500/month. Launch scoped separately.
What you receive
Accounting, forecasts, and a defined decision agenda.
- 01
Managed accounting
The managed accounting and monthly reporting foundation.
- 02
Operating forecast
A rolling 18-month operating forecast updated monthly.
- 03
Cash forecast
A 13-week cash forecast updated weekly.
- 04
Strategy & check-in
One 60-minute strategy meeting and one 30-minute check-in each month.
- 05
A defined decision
One defined decision analysis per quarter, with written recommendations and action tracking.
Your scope also includes up to two hours of between-meeting strategic support each month and adviser coordination. The detailed comparison on our Pricing page shows the cadence and limits.
Forecasts that distinguish facts from assumptions
Recorded contracts and payment schedules form one part of the picture. Future sales, collection timing, delivery costs, staffing, and other spending require assumptions. We keep those assumptions visible and update the forecast against actual results.
The model is a planning tool. It does not guarantee bookings, collections, profit, or financing availability.
A decision agenda, not a meeting for its own sake
A defined analysis might evaluate one package-price change, a proposed hire, or a specific equipment purchase. It uses the existing model and records, up to three scenarios, a written recommendation, and one revision.
Large transactions, a new-property feasibility study, or substantial custom modeling are separate projects. We agree that boundary before the work begins.
One question.
A usable recommendation.
- Stated question & assumptions
- Up to three scenarios
- Written recommendation
- One revision & follow-through
Built from the existing records and model.
A clear scope
from the start.
The accounting is part of the engagement.
We run the covered accounting process supporting your reports and forecasts. Client staff can participate through assigned inputs and approvals, but this is not an advisory service waiting on another accountant’s completion schedule.
What remains with your other providers?
Your tax adviser handles independent tax planning and income-tax returns. Your filing specialist handles sales and beverage returns. Your payroll provider performs its contracted processing and employment-tax functions. We coordinate the named accounting information and reflect supplied obligations in the financial plan.
Is this a fractional CFO service?
Yes. It provides ongoing financial planning and guidance alongside managed accounting. It is not an appointment as a corporate officer, an unlimited executive role, or a commitment to perform every financial-administration task.
Your business retains approvals and decisions. We provide the financial work and advice in the agreed scope.
Begin with a defined launch.
We agree fees and responsibilities before kickoff, establish the accounting framework and initial forecasts, and schedule the first reporting and decision cycle. Any significant cleanup is separately identified.
