Book

Product · For business · Ongoing service

Weekly CFO / Monthly CFOFractional CFO

A CFO for a set number of days per week or month: reporting, budgets, cash management, bank relations.

A CFO on your team for a set number of days per week or month, responsible for reporting to the owner, budgets, cash management and bank relations.

01 Weekly CFO / Monthly CFO

Who it’s for

  • A company that needs a CFO, but not full-time
  • An owner who runs the finances and wants to hand them to a professional
  • A company preparing to grow, borrow or raise investment

02 Weekly CFO / Monthly CFO

What you get

  • Management reporting for the owner
  • A budget and tracking against it
  • A payment calendar and cash flow management
  • Bank relations: loans, limits, terms
  • Regular meetings with the owner

03 Weekly CFO / Monthly CFO

How it works

  1. 01

    Request

    You tell us about the company and its tasks.

  2. 02

    Diagnostic

    We start with a review of the numbers, as in CFO Day, to set priorities.

  3. 03

    Format

    We agree the number of days per week or month and the tasks.

  4. 04

    Work

    Your CFO works to the agreed schedule and reports to the owner.

04 Weekly CFO / Monthly CFO

What we need from you

  • Access to the accounting system and bank statements
  • Contact details of your accountant
  • Regular time with the owner for meetings

Questions

What is the difference between Weekly CFO and Monthly CFO?

The number of days: Weekly CFO works with you a few days a week, Monthly CFO a few days a month.

Do you replace our accountant?

No. The accountant keeps the books; the CFO manages cash and plans ahead. We work together.

Book Weekly CFO / Monthly CFO

Send a request: we will clarify the task and tell you the price.

Book Weekly CFO / Monthly CFO Message on WhatsApp

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