Financial Strategy. Executive Insight.
Access CFO-level expertise without full-time cost.- Get board level financial insight
- KPI driven strategy & Cash-flow mastery
Why Use a Fractional CFO?
Forecasting & Scenario Planning
Plan for Uncertainty with Confidence
We help model best- and worst-case cash flow scenarios based on historical data and strategic assumptions—so you can make informed decisions ahead of time.
Use Case Examples:
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Prepare for funding rounds or economic shifts
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Model cash burn vs. runway for startups
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Evaluate decisions like hiring or expansion
Investor & Board Presentations
Communicate Strategy with Clarity
Impress stakeholders with clear, strategic reporting. We help prepare professional pitch decks, board updates, and investor memos that highlight financial strength and growth strategy.
Use Case Examples:
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Seed or Series A pitch prep
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Monthly or quarterly board packages
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Visual summaries of financial performance
Budgeting & Target-Setting
Define Goals and Track Progress
We guide you through structured budget planning with monthly or quarterly reviews. Align & adjust your revenue, expenses, and profit goals with actionable KPIs.
Use Case Examples:
- Set revenue goals per product line or team
- Manage fixed vs. variable costs
- Compare actuals to budget in dashboard reports
Strategic Financial Planning
Turn Vision into Measurable Outcomes
Connect your financial strategy to your company’s long-term vision. We help define financial priorities, build multi-year models, and support decisions like pricing, hiring or M&A.
Use Case Examples:
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3 to 5 year financial modeling
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Growth scenario planning
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Exit-readiness analysis
What we Do
Financial Strategy & Forecasting
Develop rolling 12- to 36-month forecasts, scenario modeling, and KPI scorecards using our y = mx + b framework.
Performance Reporting
Design custom dashboards (P&L, balance sheet, cash flow) with automated alerts on key drivers.
Cash-Flow & Working Capital
Analyze payment cycles, customer terms, and inventory to unlock liquidity and support operations.
Budgeting & Variance Analysis
Set realistic targets, track actual vs. plan, and pinpoint variances before they become issues.
Stakeholder Presentations
Prepare board- and lender-ready slide decks, executive summaries, and board-pack collateral.
Growth & Exit Planning
Valuation guidance, capitalization tables, and M&A process support for buyers or sellers.
Why a Fractional CFO?
Many small and mid-sized companies can’t yet justify—or don’t want—the expense of a full-time CFO, but still need:
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Strategic forecasting and budgeting
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Cash-flow optimization to fuel growth
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Risk management and compliance oversight
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M&A readiness or capital-raise support
A Fractional CFO gives you exactly that: on-demand, senior-level expertise scaled to your budget and timeline.
What We Do
Discovery & Diagnostic
Deep-dive into financials, systems, and goals; identify gaps and opportunities.
Tailored CFO Roadmap
Present 90-day plan with priorities, milestones, and KPIs.
Implementation & Coaching
Execute forecasting, dashboards, and process enhancements.
Scale & Transition
Train your team and scale CFO coverage as needed.
High Growth Startups
needing runway visibility
Companies Raising Capital
or exploring M&A
Established SMBs
looking to optimize profitability
Family/Trade Businesses
seeking modern financial discipline
Who It’s For
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High-growth startups needing runway visibility
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Established SMBs looking to optimize profitability
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Family businesses seeking modern financial discipline
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Companies raising capital or exploring M&A
Why Fiscal Wealth Partners?
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Deep Expertise: 20+ years combined experience in data-driven finance and government contracts
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KPI-First Approach: We turn raw bookkeeping into prescriptive metrics using y = mx + b
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Flexible Engagement: Monthly retainer or project-based, ramping up or down as you need
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Transparent Pricing: No hidden fees—hourly or value-based retainer options
Contact Us