Built for independent fractional CFOs

Look institutional from day one.

Replace 15–20 unbilled setup hours with an editable operating system for kickoff, diagnosis, findings, cash planning, and the first 90 days.

One-time purchase · Editable .docx, .xlsx, and .pptx files · Rebrand for unlimited client engagements

CFO Launchpad hero

What to expect

Proof belongs in the files.

CFO Launchpad does not use fabricated testimonials or logo walls. Judge the product by its editable formats, explicit license, and practical scope.

01

Native, editable Office files—not locked workspaces

02

No invented proof, benchmarks, or client claims

03

Unlimited client engagements under one buyer license

04

14-day refund policy, stated without buried conditions

The engagement infrastructure

Stop rebuilding the first ten days for every client.

At a $200 hourly rate, 15 hours of unpaid preparation represents $3,000 of capacity. The system gives each engagement a repeatable spine while leaving the analysis and judgment to you.

Core workflow

From kickoff to a defensible day-10 readout

  1. 01

    Align

    Run a structured 90-minute kickoff and interview the CEO, sales, operations, and bookkeeping leads.

  2. 02

    Diagnose

    Audit systems, pull the right records, compute the right signals, and flag decision-relevant issues.

  3. 03

    Present

    Turn findings into a guided presentation, a live cash view, and a concrete 90-day execution plan.

16 assets

The complete tier covers engagement launch, recurring cadence, expansion, reporting, and transition.

Made to become yours

Add your logo and firm name, edit every field, and deliver derived work to clients as your own.

Clear license boundaries

Use across unlimited engagements. Resale, template redistribution, and shared download links are prohibited.

Real working previews

Inspect the operating logic before launch.

These watermarked, scrollable previews are built from the completed asset structure. Paid delivery remains disabled until final visual validation, legal review, upload, and end-to-end testing are complete.

Free sample

Run the first founder meeting with a real operating agenda.

Request the complete 90-minute Founder Kickoff Meeting Agenda: an editable native `.docx`, not a teaser. Delivery is available only after the configured platform notification proxy accepts the request.

One complete editable `.docx` sample. No teaser pages and no nurture automation is enabled.

One-time pricing

Buy the depth your practice needs.

No subscription. At $200 per hour, the complete system pays for itself in under 90 minutes of saved preparation.

Tier 1

The First 10 Days

$79 one time

Seven launch-critical documents for a composed first client week.

  • 90-minute founder kickoff agenda
  • Role-specific stakeholder interview guide
  • Financial systems and tech-stack audit
  • 5-day rapid financial diagnostic
  • Live 13-week cash-flow model
  • 12-slide day-10 findings presentation
  • Engagement scope and proposal outline
Recommended

Tier 2

The Complete Fractional CFO Operating System

$249 one time

The full client lifecycle—from first meeting through recurring reporting, expansion, and handoff.

  • Everything in The First 10 Days
  • 30/60/90-day roadmap in spreadsheet and document formats
  • 15-slide board and investor reporting deck
  • Weekly CEO alignment agenda and RACI matrix
  • Month-end close checklist and KPI definition library
  • Expansion conversation guide and offboarding pack
  • 12 months of product updates

Structural templates only—not legal, tax, or financial advice. Have any client agreement reviewed by a licensed attorney in your jurisdiction.

Your next engagement starts before kickoff

Bring the system. Spend your time on judgment.

Walk into day one with the structure your client expects—and an operating cadence you can reuse across every engagement.

Choose your package