A financial leader on call — at the level you need.
Once your compliance and bookkeeping are handled, the next gap is leadership: someone to read the numbers, forecast the cash, build the parent-ready reporting, and sit across from your board, lender, or foreign head office. That's a CFO — and you can have one part-time, for a fixed monthly fee.
What a fractional CFO adds
- Reporting your foreign parent or board can actually read — in U.S. GAAP, explained.
- Cash-flow forecasting and a rolling runway, so nothing sneaks up on you.
- A financial voice in the room for fundraises, lenders, and big decisions.
- All built on books we already produce — no hand-off, no translation loss.
When a business outgrows "just the books."
Bookkeeping tells you what already happened. A CFO tells you what it means and what to do next. These are the moments that signal you've crossed that line:
What the engagement actually delivers.
Real financial leadership — scaled to your size, delivered remotely, and tuned for the cross-border realities most CFOs never deal with.
Reporting & the close
A disciplined monthly close and financial statements, plus a quarterly package formatted and explained for your board or foreign parent.
Cash & forecasting
Cash-flow forecasting, a 13-week rolling cash model, and scenario planning so you see the runway and the pinch points early.
Multi-currency consolidation
Clean consolidation across entities and currencies — the U.S. sub and the foreign parent reconciled, not guessed at.
KPIs & margin
The dashboard that shows margin by product, channel, and entity — the view that turns "we're growing" into "here's where we make money."
Fundraise & lender support
Financial models, data-room prep, and a credible voice on diligence calls when you're raising a round or negotiating a facility.
Decision support
The financial half of your big decisions — pricing, hiring, expansion, intercompany structure — modeled before you commit, not after.
Pick the depth of involvement you need.
Priced by the depth of involvement and the deliverables you need each month — not by an hourly meter. Every level is a fixed monthly fee, quoted in writing, and you can step up as you grow.
Lite
- Monthly close review & commentary
- KPI dashboard built for your business
- One strategy call each month
- Email access between calls
Standard
- Everything in Lite
- Cash-flow forecasting & runway
- Board / parent reporting package each quarter
- Bi-weekly working sessions
Strategic
- Everything in Standard
- 13-week rolling cash model
- Multi-currency, multi-entity consolidation
- Fundraise & lender support, data-room prep
Premium
- Everything in Strategic
- M&A / diligence support
- Weekly cadence & priority access
- A seat at the exec table on financial decisions
Not sure which level fits? We'll right-size it on a free call. Most clients start at Lite or Standard and step up around a raise, an acquisition, or a jump in complexity — and step back down when the busy stretch passes. You pay for the level of partnership you need, nothing more.
A CFO built on the books we already keep.
Most fractional CFOs inherit numbers from a bookkeeper they've never met and spend the first month untangling them. Because we produce your compliance and bookkeeping in-house, the CFO layer sits directly on data we already stand behind — no hand-off, no reconciliation gap, no "the books were wrong."
Compliance & bookkeeping
Form 5472, 5471, FIRPTA, the international filings, and the monthly books — produced in-house, accurate, and audit-ready. This is where most of our clients start.
The CFO layer on top
Forecasting, parent-ready reporting, consolidation, and decision support — built straight onto the foundation, by a CPA who already knows your numbers cold.
Fractional CFO — the common questions.
How is this different from bookkeeping or a controller?
Bookkeeping records what happened; a controller makes sure it's accurate and on time. A CFO is forward-looking — forecasting, strategy, reporting to stakeholders, and the financial side of big decisions. Many clients have us do all three layers, but the CFO work is the judgment layer on top.
Do I have to use you for bookkeeping too?
It's strongly preferred, because the CFO work is only as good as the numbers underneath it — and when we produce both, there's no reconciliation gap. If you have clean books elsewhere we can discuss it, but the most reliable engagements are the integrated ones.
What makes this "cross-border"?
The reporting, consolidation, and forecasting are built for companies with a foreign parent or foreign subsidiaries — multi-currency consolidation, parent-readable U.S. GAAP packages, and an understanding of how the international tax filings interact with the financials. Most fractional CFOs don't work in that world; this practice lives in it.
Can I change levels later?
Yes — that's the point of tiers. Most clients start at Lite or Standard and step up temporarily around a fundraise, an acquisition, or a busy stretch, then settle back down. Changes take effect at your next monthly cycle with 30 days' notice.
Is the fee really fixed?
Yes. Each level is a fixed monthly fee for a defined scope of deliverables and a set level of involvement, quoted in writing — not an hourly meter you have to watch. If a one-off project falls outside your level, we scope and quote it separately before starting, so you're never surprised by a bill.
Ready for a financial leader in your corner?
A short, free consultation — we'll right-size the level to where your business is now, and quote one fixed monthly fee.
Book a free consultation