Fractional CFO.

A FigureWise fractional CFO helps with forecasting, pricing, margins and financing without a full-time appointment. The engagement combines recurring financial review with practical support for your current decisions.

1. 01

   Establish the baseline

   We review margins, costs, cash timing and debt, then agree on the measures that matter for your business.

2. 02

   Build the reporting

   We establish a rolling forecast, dashboard and reporting schedule tied to your books.

3. 03

   Review and decide

   Monthly sessions combine a review of the close, forecast updates and the decisions currently facing the business.

4. 04

   Support major decisions

   Your CFO prepares financial materials and participates in lender, investor or transaction discussions within the agreed scope.

• Businesses that need financial leadership without a full-time CFO
• Owners evaluating financing, expansion, equipment or an acquisition
• Companies investigating margin pressure or cash constraints
• Founders preparing for investment or a potential sale

A monthly retainer based on the agreed CFO time and reporting scope, quoted after a free consultation. Current books and a reliable monthly close are required; bookkeeping can be included in the proposal.