Fractional CFO services
We interpret your numbers, forecast and track your cash flow.
From $1,000 per month, or request a quote.
What's included
Included
- Interpretation of your financial numbers
- Forecasting
- Cash flow tracking
- A monthly meeting with the owner that ends in a short written list of decisions
- A 13-week cash flow forecast, updated monthly
- An annual budget, with budget against actual each month
- A 12-month forecast with what-if scenarios, such as hiring, a price change or a big contract
- 5 to 8 key numbers chosen for your business and tracked monthly
Not included
- Margin analysis by product, customer or job
- Financial packages for banks and lenders
- Tax planning and filing
- Audits, reviews and compilations
- Investment or personal financial advice
- Legal advice
- Payroll
- HR
The CFO service is priced separately from bookkeeping and the fractional controller service, and you can buy it on its own.
How we work
- Where
- Remotely, anywhere in the United States
- Meetings
- Weekly or monthly meetings
- Software
- Your own accounting software, such as QuickBooks
We also work with construction companies.
Who we work with: We work with businesses of 1 to 50 people and $300K to $10M in annual revenue. We do not do tax, payroll or HR.
Common questions
Do I need your bookkeeping to use the controller or CFO service?
No. Bookkeeping, fractional controller and fractional CFO are priced and sold separately.
Are you a CPA firm?
No. Wayfinder Consulting is not a CPA firm, and neither of us is a CPA. We do not do audits, reviews or compilations.
Do you work with construction companies?
Yes. We provide fractional controller and fractional CFO services to construction companies, and both case studies on this site are construction businesses.