Which do I need? Finance Health Check Cleanup & Catch-Up Systems Setup & Integration Managed Books Outsourced Controller Fractional CFO
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Fractional CFO — strategic finance leadership on a retainer.
Fundraising, scaling, or fielding lender questions with no senior finance in the room? Get forecasting, board- and investor-ready reporting, and financing readiness — without a full-time CFO’s salary.
Talk to a fractional CFO from $4,000/mo
Who it's for
Funded or scaling companies that need CFO-level strategy — runway, forecasting, board decks, and fundraise or loan support.
What you get
·Everything in Controller, plus:
·Forecasting, 13-week cash flow & scenario modeling
·Board / investor reporting + fundraise / loan prep
Financing support is flat-fee only — we prepare & advise; we don’t solicit investors or take a % of any raise.
Deliverables
What arrives, and when
Dates are commitments, not aspirations. If a close date is going to slip you hear it from me before the day, not after.
EVERYTHING ABOVE The full Outsourced Controller scope — close ownership, reconciliation, controls and the monthly statement package.
WEEKLY A rolling 13-week cash forecast, updated and reviewed, so runway is never a surprise.
MONTHLY A board or lender package, and a standing strategy call on hiring, pricing, margin and financing decisions.
ON DEMAND Model updates when a real decision lands — a raise, a new market, a big hire, a financing conversation.
Where this fits
Outsourced Controller→ Systems & Software→
Access & data handling
How I handle access to your books
Read-only wherever the work allows it. During a Finance Health Check it is always read-only — the job is to look, not to change anything.
No credentials by email or text. Access is granted through your accounting platform's own user permissions, in your name, under your control, and revocable by you at any time.
Two-factor authentication on every system I touch, with documents kept in one secure client portal rather than scattered across inboxes.
Your file stays yours. If we stop working together you keep everything, in the system you already own, with no export fee. Management owns the financials and the decisions — that does not change because you outsourced the work.
Not sure this is the right level for where you are? Nine questions, an instant score, and a straight answer on which service fits — no call required. Take the free Finance Scorecard →
Start with a Finance Health Check.
Every engagement starts here — a fixed fee, credited to whatever you do next. Or grab a free 20-minute intro.
Book a Health Check(281) 858-3349 · info@booksmartsvcs.com · Texas & remote