Fractional CFO, strategic finance, and FP&A for companies from $2M in revenue or Series A onward. We automate the reporting, forecasting, and board-pack grind first, then bring senior judgment to what the numbers mean. You pay for decisions, not data entry.
The strategic seat. Board and investor reporting, capital strategy and fundraise support, pricing and unit economics, M&A diligence and integration, and building and leading your finance team.
For CEOs who need a peer in the room when the decisions are big.
The operating system. Annual operating plan, rolling forecast, ARR and bookings modeling, scenario and sensitivity analysis, department budgets, and the KPI architecture the business actually runs on.
For companies that need the plan to be real, not a spreadsheet wish.
The engine room. Monthly reporting package, variance analysis with written explanations, headcount planning, 13-week cash forecast, and commission and compensation modeling.
For teams that need the numbers right, on time, every month, and to know what changed.
A fixed-fee Finance Diagnostic maps your close, reporting, forecast, cash, and systems. Then we automate the reporting stack first, so the recurring work stops eating the budget.
Rolling forecast, KPI dashboard, and 13-week cash view are live and self-updating. You get your first board-ready reporting package.
Monthly close, reporting, forecast refresh, and a decisions session are running on rails. Finance stops being something you worry about.
| Fractional CFO, Opswell | Full-time CFO | Bookkeeper only | |
|---|---|---|---|
| Cost | From $5,000/mo. No salary, bonus, or equity. | $300K+ per year loaded, plus equity. | Cheapest, and you still own the forecast. |
| Speed | Diagnosed in 3–4 weeks, running in 90 days. | Months to hire and ramp. | Immediate, but nothing changes. |
| What you get | Senior judgment, on a finance function that runs itself. | Full-time presence you may not need yet. | Clean books, no forward view. |
The engagement ladder is the same everywhere. What changes is the playbook — the metrics, the risks, and the decisions your board actually asks about.
ARR and bookings modeling, board reporting that writes itself, fundraise support — the finance function behind the growth story.
Finance for SaaS ›Portfolio finance leadership: diagnostics across portcos, 100-day plans, KPI packs lenders trust.
Finance for PE ›Utilization economics, partner reporting, and the forecast behind hiring decisions.
Finance for firms ›Revenue-cycle finance, payer economics, and board-ready reporting.
Finance for healthcare ›Snapshot for the grind. Diagnostic for the roadmap. Retainer when you want the seat filled.
Three to four weeks: finance-function baseline, automation roadmap, KPI baseline, and a 30-90-day plan. Credited to Q1.
Book a diagnostic call ›Monthly reporting package, self-updating KPIs, 13-week cash, and close oversight — the engine room on rails.
Book a finance call ›Rolling forecast, board packs, capital strategy, and finance leadership — judgment on a function that runs itself.
Book a finance call ›Cover a resignation, lender pack, or board cycle while you search — start timing discussed on the first call.
Ask about interim cover ›We work alongside your bookkeeper and CPA — not instead of them. They own the books, tax, and audit. We own the operating layer on top: the forecast, the cash plan, the board narrative, and the decisions those drive. Accounting firms: see our partner path at /accounting-firms.
No. If you have one, we lead them and raise the bar on what the function delivers. If you do not have one yet, we will tell you when it is time and help you hire the right person.
The tier sets the scope we own, not a day count. Every engagement includes a weekly working session, direct access between sessions, and a defined monthly deliverable cadence.
QuickBooks, Xero, NetSuite, Sage Intacct, Epicor, Dynamics, SAP Business One, Deltek Costpoint, Unanet, Procore, Viewpoint, Salesforce, and HubSpot — we meet you in the stack you already run.
Monthly retainer, three-month initial commitment, then 30 days' notice. The diagnostic is fixed-fee and credited toward your first quarter if you continue.
Probably not yet. This works best from about $2M in revenue or Series A onward. Earlier than that, hire a strong bookkeeper and call us when the numbers start driving hiring, pricing, or fundraising decisions.
Talk through the Diagnostic, retainer tiers, or an interim / bridge seat — no Snapshot required to start the conversation.