How to Run a 13-Week Cash Flow Process for a $2–10M Business
A practical guide to building, reviewing, and improving a direct-method 13-week cash flow process for an owner-led $2–10M business.
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Fractional CFO resources
Practical guides for onboarding clients, improving the close, defining useful KPIs, evaluating cash, and building a reliable finance operating cadence.
Published guides
The First 90 Days of a Fractional CFO Engagement: An Operating Framework
A practical first-90-days framework for fractional CFO work: establish facts, create a management cadence, and sequence decisions without overpromising outcomes.
Read guideHow to Price a Fractional CFO Retainer
A practical guide to setting a fractional CFO retainer around business value, scope, cadence, complexity, and clear change control.
Read guideWhat to Audit in a Client's Financial Stack During Week One
A practical week-one financial-stack audit for fractional CFOs: map systems, test cash and close reliability, review access, and prioritize the next actions.
Read guideFractional CFO Client Onboarding: A Practical Readiness Checklist
A practical fractional CFO onboarding checklist for aligning the CEO, securing decision-critical information, and turning kickoff into a clear first-month plan.
Read guideHow to Improve the Month-End Close in a Small Business
A fractional CFO’s practical guide to diagnosing a slow or unreliable month-end close, assigning owners, and building a repeatable close calendar.
Read guideHow to Define Finance KPIs and Run a Useful Monthly Review
A practical KPI definition framework for fractional CFOs: document formulas and sources, reconcile reporting, assign owners, and turn monthly metrics into decisions.
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