A separate model-led tool
The Diagnostic Engine
Turn trial-balance data into a reviewable five-year model and structured findings.
Explore the Diagnostic EngineFor independent fractional CFOs
Walk into day one with the operating system already built.
Replace the blank-page scramble with editable, client-ready tools for the first ten days of a new fractional CFO engagement—and the operating cadence that follows.
$199.00
A more prepared first impression
Kickoff. Evidence. Findings. A clear next step.
Start with a structured framework, then apply your own diligence, analysis, and professional judgment to the client in front of you.
The blank-page cost
15–20
unbilled prep hours can go into rebuilding engagement infrastructure.
The first ten days set the tone for the relationship.
A kickoff agenda, stakeholder questions, financial diagnostic, cash view, findings presentation, and action plan all take time to build from scratch. FractionalOps gives you a reusable starting point so you can spend more of that time on the client’s actual evidence and decisions.
The 15–20 hour figure is an illustrative preparation estimate, not a measured customer benchmark. Actual time varies by engagement.
Two clear starting points
Choose the operating system you need.
Start with the first ten days, or take the complete operating library for the engagement and the ongoing client rhythm.
Engagement foundation
FractionalOps — The First 10 Days
A focused foundation for kickoff through the Day-10 findings meeting.
$79.00one-time
7 native, editable Office files
Native editable formats: DOCX, XLSX, and PPTX.
- Client Kickoff Meeting Agenda (DOCX)
- Stakeholder Interview Guide (DOCX)
- Financial Systems & Tech Stack Audit (XLSX)
- 5-Day Rapid Financial Diagnostic (DOCX)
- 13-Week Cash Flow Model (XLSX)
- Day-10 Findings Presentation Template (PPTX)
- Engagement Scope & Commercial Proposal Outline (DOCX)
Complete operating system
FractionalOps Operating Library
The complete Fractional CFO operating library for the first ten days and the ongoing engagement.
$249.00one-time
16 native, editable Office files — Tier 1 plus nine additional tools
Native editable formats: DOCX, XLSX, and PPTX.
At $200/hour, the $249.00 Operating Library pays for itself in under 90 minutes of saved prep—if you actually reclaim that time.
Both offers are one-time purchases. No subscription or recurring billing.
What’s inside
A real operating library, file by file.
The First 10 Days includes the seven files below. The Operating Library includes those same seven plus nine additional execution and cadence tools.
The First 10 Days · 7 files
- 01Client Kickoff Meeting AgendaDOCX
- 02Stakeholder Interview GuideDOCX
- 03Financial Systems & Tech Stack AuditXLSX
- 045-Day Rapid Financial DiagnosticDOCX
- 0513-Week Cash Flow ModelXLSX
- 06Day-10 Findings Presentation TemplatePPTX
- 07Engagement Scope & Commercial Proposal OutlineDOCX
Additional Operating Library tools · 9 files
- 0130/60/90-Day Execution Roadmap TrackerXLSX
- 0230/60/90-Day Execution Roadmap NarrativeDOCX
- 03Monthly Board / Investor Reporting DeckPPTX
- 04Weekly CEO Alignment AgendaDOCX
- 05RACI Decision-Rights MatrixXLSX
- 06Month-End Close ChecklistXLSX
- 07KPI Definition LibraryXLSX
- 08Engagement Expansion / Scope-Increase Conversation GuideDOCX
- 09Client Offboarding & Transition PackDOCX
Inspect actual excerpts
See the working material—not generic mockups.
These watermarked excerpts show real portions of three delivered native files. They are useful for review, but do not replace the editable files included with a purchase.
13-Week Cash Flow Model
Base sample inputs, calculated closing cash, cash-floor flags, and source formulas.
5-Day Rapid Financial Diagnostic
Day-four cash outlook work plan with pull, test, flag, and output columns.
Day-10 Findings Presentation
Slide 4 of 12: cash outlook prompts for the base case and cash-floor exposure.
Built for client work
A starting structure—not a substitute for your judgment.
Adapt the tools to the business, test the underlying information, and lead the decisions with your client.
01
Set the first meeting
Use the kickoff and stakeholder guides to clarify priorities, decision owners, and the evidence needed next.
02
Build a view from evidence
Work through the financial-systems audit, rapid diagnostic, and 13-week cash-flow model; validate inputs and assumptions for the client.
03
Turn findings into action
Use the Day-10 presentation and roadmap materials to frame decisions, owners, and the next operating cadence.
The license allows editing and rebranding for your firm, use across unlimited client engagements, and delivery of derived work products to your clients. Resale or redistribution of the templates themselves and sharing download links are not permitted. Read the license.
Review before you choose
Start with the free kickoff agenda.
Get the editable Word agenda and the existing Excel Diagnostic Engine preview by email.
Owner introduction
Practitioner bio — owner input required.
Add the owner’s name, credentials, and relevant professional background here. No identity or résumé is published until supplied and verified by the owner.
Questions before checkout
Frequently asked questions
Important notice
FractionalOps materials are editable operational templates. Structural template only. Not legal, tax, or financial advice. Have any client agreement reviewed by a licensed attorney in your jurisdiction.