Strategic finance leadership without a full-time CFO hire—forecasting, cash flow, and decision support delivered in a predictable monthly cadence.
This keeps control where it belongs, while removing execution bottlenecks.
Building a clear financial roadmap (what to track, how to report it, what decisions it supports)
Forecasting, budgeting, and scenario planning (short and long-term)
Cash flow analysis and restructuring support to improve liquidity
Variance analysis and performance monitoring against budget/forecast
Management reporting packs with insights (not just statements)
Financial analysis and profitability analysis to surface what’s working and what’s leaking
Revenue recognition support and revenue schedule maintenance (industry-aligned)
Risk mitigation inputs (working capital, margin, compliance and operational risk flags)
Consolidations and inter-company reconciliation for business groups
KPI definition and industry-specific KPI evaluation
CFO support for finance ops improvements (process fixes, close discipline, controls)
Final business decisions, approvals, and strategic direction
Client communication and relationship ownership (for CPA firms)
Tax strategy positions and final reporting sign-off
Engagement scope, pricing, and stakeholder management
We define goals, current reporting gaps, data sources, and decision priorities. You get a clear engagement plan.
We clean up reporting inputs, confirm the chart/report structure, and establish a weekly/monthly cadence.
We deliver an initial forecast, cash flow view, and a short list of “what to fix first.”
Every month: reporting pack → variance review → updated forecast → action list.
Fractional means flexible. Add support during fundraising, expansion, or restructuring. Reduce once the system is stable.
Short and long-term forecasting for revenue, expenses, and cash flows
Business projections tied to headcount plans, pipeline, and operating goals
Scenario planning so leadership can choose between options with numbers
Budget preparation that balances reality with growth targets
Variance analysis to identify why results differ from plan and what to do next
Profitability analysis to find margin leaks and expansion opportunities
Cash flow analysis and restructuring to improve liquidity and stability
Identifying critical expenses and optimizing resource allocation
AR/AP rhythm guidance to reduce cash stress
Management reporting packs with clear, actionable insights
Trend analysis and decision-focused summaries
Industry-specific KPI evaluation to track what actually drives performance
Financial statement preparation support and reviewer-ready packs
Compilation & review reports support aligned with US GAAP requirements
Inter-company reconciliation and consolidated statements for groups
Reconcile control accounts to keep financials reliable
Revenue recognition and adjustments with accurate revenue schedules aligned to your industry needs
Risk mitigation strategies to flag financial risks early and reduce surprises
Control-minded process improvements that make reporting repeatable
These are included when they directly support the CFO outcomes (not as a random task list):
Accounts payable process improvements for cash flow visibility
AR and billing rhythm improvements for faster collections
Sales & use tax filing coordination support (where needed for cash planning)
Business license assistance and compliance tracking (as required)
Property tax filing coordination support (business property taxes)
You get strategic guidance and structured reporting at a fraction of full-time cost.
Forecast → variance → actions. Every month. That’s what turns numbers into decisions.
Increase support during fundraising, expansion, or a cash crunch. Reduce once the system stabilizes.
We simplify reporting and focus on the few metrics that drive decisions, so leadership moves faster.
CFO work involves sensitive financial data. Security is built into how we operate. We follow secure access principles, controlled data handling, and process discipline aligned to CPA firm expectations.
(If you want, we can share our security overview during the fit call.)
We’ll understand your current reporting, decision needs, and where CFO support would create the biggest impact.
You get a clear engagement model: meeting cadence, deliverables, and what the first 30 days look like.
We can begin with a forecasting + management reporting package, then add cash flow restructuring or KPI work if needed.
It means CFO-level support delivered part-time, with a defined monthly cadence and clear deliverables. You get strategic leadership without hiring a full-time CFO.
Most engagements start with a 30-day setup phase, then move into a monthly rhythm. Fractional is flexible—you can scale support up during high-change periods and scale down once reporting stabilizes.
No. Your firm keeps client ownership and final decisions. We provide the CFO structure, analysis, and reporting cadence to support faster decisions.
We operate with a security program aligned to CPA firm expectations, supported by SOC 2 (applied), ISO 27001 (certified), and GDPR (applied) controls.
BDO Alliance USA is among the industry’s largest associations of accounting and professional service firms. With more than 800 independent Alliance firm locations, the Alliance represents nearly every state and includes a comprehensive range of services.
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