Fractional CFO

Strategic Insight Fractional CFO Meetings

  • Review the story behind your business' numbers
  • Prior period performance and trends over time
  • Customized key performance indicator development
  • Discuss financial goals and action items needed to attain them
  • Focused on generating insights from financial information for actionable advice to grow your business

Fractional CFO Unleashed

  • Serve as your unbiased guide and advocate in your interactions with your advisors including: investment manager, lawyer, insurance agent, banker, etc.
  • Act as the glue to ensure your advisors are acting in unison to help you reach your goal
  • Add strategic financial expertise as we join your conversations and meetings with your advisors