Fractional CFO Services for Businesses
Know what the business can afford before you commit to it. Forecasting, budgeting, margin analysis and monthly KPI reporting, on a month-to-month retainer.
Included in the Engagement
- A rolling cash-flow forecast, updated monthly
- An annual budget, reviewed monthly against actuals
- Margin and profitability analysis by product, job, or line
- A monthly KPI report
- A monthly review session
- Input on pricing, hiring, and financing decisions
How It Works
- A 20-minute call. About the decisions ahead of the business.
- A flat monthly retainer, in writing. Agreed before any work begins.
- The base. A rolling cash-flow forecast and an annual budget, built on your records.
- Every month. A KPI report and a review session.
Who This Is For
- Businesses planning a hire, a price change, or financing
- Owners who want a forecast before committing cash
- Businesses that need finance leadership without a full-time CFO
- Bookkeeping clients, on the same records
Terms
A flat monthly retainer, agreed in writing before work begins. Month to month, no minimum term, no exit fee.
"Ramy has been great to work with. Knowledgeable, responsive, and truly invested in the work. I really appreciate all his help on our finances, and he's done a solid job across the board."
Throne Ventures
"Ramy helped me gain a much clearer view of what's eating up my revenue and how to price things correctly. The planning session gave me practical insights I can actually use."
Mark A.
Frequently Asked Questions
Do my books need to be current first?
Yes. A forecast is only as good as the records under it. Bookkeeping is offered on the same records.
How often do we meet?
Once a month, in a review session, with the KPI report in hand.
What decisions can you help with?
Pricing, hiring and financing. The forecast shows what the business can afford before you commit to it.
Can I stop at any time?
Yes. Month to month, no minimum term, no exit fee.