Fractional CFO
Strategic finance leadership, without the full-time executive cost.
For founders and CEOs who need trustworthy numbers, clear cash visibility, and a partner in the room for pricing, growth, and capital decisions.
Cash on Hand
$1.41M
▲ +6.0% MoM
Gross Margin
38.4%
▲ +120 bps
MRR
$284K
▲ +6.2% MoM
AR Days
41
▲ 3 days
Cash Position · 12-month
USD, thousands
Variance vs. Plan · MTD
| Department | Var |
|---|---|
| Revenue | +4.2% |
| Cost of Sales | −1.8% |
| S&M | +2.1% |
| G&A | −0.6% |
| EBITDA | +8.4% |
When this matters
You should not have to run the business on gut feel because the books lag reality.
If month-end is always late, forecasts live only in Excel, and your lender or board asks questions you cannot answer in one place, you are not short on ambition, you are short on CFO-grade leverage.
Company Vitals places an experienced fractional CFO inside your leadership rhythm: close oversight, rolling cash views, KPI design, and narrative that ties finance to operations.
Who this is for
Who this is for
A strong fit when one or more of these is true:
- Revenue roughly $1M–$50M and finance is becoming a bottleneck to decisions
- You are preparing for a step-change in growth, fundraising, acquisition, or exit
- Reporting is accurate enough for taxes but not trustworthy for operations
- You want a 13-week cash discipline and a finance voice in monthly leadership meetings
What's included
What your fractional CFO delivers
Investment
Transparent starting points (full proposals after discovery)
- Ongoing engagements often start around $3,500/month (three tiers after discovery; scope drives the final number).
- Project-based CFO work is scoped after a short diagnostic conversation.
Your first 90 days
What engagement looks like
Foundation
- Chart of accounts audit
- Opening balance review
- Cash flow model v1
- KPI framework defined
Visibility
- First board-ready report
- 13-week cash forecast live
- Variance analysis process
- Pricing audit
Momentum
- Budget vs actuals rhythm
- Scenario planning model
- Investor narrative draft
- Monthly CFO rhythm
Timelines are representative. Exact sequencing adjusted for your starting point.
Proof you can verify
Nationally recognized growth trajectory; 5+ partner-level CFOs on the team; proprietary dashboard deliverables for clients who want decision-grade visibility.
Our process
From discovery to delivery
A simple, four-step path designed to minimize disruption.
Discovery call
We learn about your business, priorities, and constraints in about 30 minutes.
Deep-dive review
We assess your current state, financials, systems, or AI maturity as relevant.
Proposal
You receive a scoped plan with deliverables and investment options (often three tiers).
Onboarding
We integrate with your team and aim to deliver measurable value in the first 30 days.
FAQ
Common questions
Get Started Today
Ready to Take the Next Step?
Book a free, no-pressure discovery call. You will speak directly with a member of our leadership team, not a salesperson.