Fractional Chief Financial Officer

Senior financial thinking, without a full-time salary

Larger teams, bigger contracts, equipment purchases, and growth plans can raise the stakes quickly. A healthy bank balance today does not always show what the next six months will demand.

Our Fractional Chief Financial Officer service gives you regular forecasts, management reporting, and experienced financial input for the decisions carrying the most weight. You gain a forward view while keeping the support flexible.

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What Is a Fractional Chief Financial Officer?

Senior financial support that works inside your business

Your Fractional Chief Financial Officer joins the business for an agreed amount of time each month. They oversee the financial picture, bring the right information to owners and directors or board members and help turn plans into numbers you can test.

Because we learn how your operation, team, systems, and pipeline fit together, the advice stays grounded in what your business can support. As the demands change, we can adjust the scope.

HOW WE WORK

Build the financial view your decisions need

1. Learn how the business runs

We discuss your goals, challenges, systems, team, and upcoming plans.

2. Set the scope

We agree on the work, meeting schedule, responsibilities, and information required.

3. Meet and take action

Regular discussions keep you across performance, pressure points, and agreed actions.

4. Review the position

We examine cash flow, profit, costs, reports, and the measures you currently track.

5. Build the financial picture

We prepare reports, budgets, forecasts, and analysis for upcoming decisions.

6. Adjust the support

We update the scope when growth or a new stage brings different demands.

Owners, Directors, And Boards

Arrive at meetings ready to make decisions
You receive clear, consistent reports before important discussions, with the key movements and pressure points brought to the surface. Directors can ask better questions, test assumptions, and understand how today’s choices may affect future cash and profit.

We can tailor board reporting to the format and measures your business needs, then help keep agreed financial actions moving between meetings.

Frequently Asked Questions

What does a Fractional Chief Financial Officer do?

A Fractional Chief Financial Officer provides senior financial guidance for an agreed amount of time each month. They oversee reporting, explain business performance, and provide financial input for important decisions.

When might my business need this support?

This service suits established and growing businesses that need regular financial oversight. It can help when financial decisions take up more of your time, reporting needs have increased, or directors need clearer information.

What financial reports will I receive?

We can prepare monthly management reports covering income, costs, profit, cash flow, and other measures that matter to your business. We agree on the content and format based on your needs.

How often will we meet?

Most arrangements include a monthly meeting with an owner or director or board. We use this time to review the reports, answer questions, and discuss upcoming decisions.

Can you work with our current accountant or bookkeeper?

Yes. We can work alongside your current financial providers and agree on clear responsibilities for each person. We can also manage bookkeeping and accounting as part of your Beyond Your Numbers support.

Robyn

We now have a much better understanding of the Trust's finances, how they all work in together and how to interpret them.

Leah makes it easy to understand and I now fully understand some of the financial docs that are critical to the finances of our Trust.

Rob

Leah's great, very professional and has a great handle on reporting and tools, is a very valuable team member for us, delivers a fantastic service.

They really own this financial space which has been invaluable to us.

Myra

Leah and the team are incredibly trustworthy, reliable and report to us in a way that we understand.

It is like it has been built especially for us and that has been invaluable.