Strategic Advisory

Fractional CFO Advisory

Stop looking backward and start looking forward. We provide corporate-level financial strategy, forecasting, and insight to help you scale confidently.

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Fractional CFO Perks

Starting at $1999/mo

Fitting a needs of growing business.

  • Includes all Professional plan items
  • Daily bookkeeping
  • Full accounts management (AP/AR, payroll, invoicing)
  • Financial forecasting & budgeting
  • CFO strategy sessions
  • Dedicated manager

What you get

Everything you need, handled with precision.

Financial Forecasting

We build robust financial models to project your future cash flow, revenue, and expenses.

Budgeting & Planning

We help you set realistic financial goals and create actionable budgets to achieve them.

Business Strategy Insights

We provide expert advice on pricing, hiring, expansion, and other key business decisions.

KPI Monitoring & Reporting

We track the metrics that matter most to your business and provide clear, actionable reports.

How it works

A seamless integration process built for your success.

01

Deep Dive Discovery

We conduct a thorough review of your business model, financial history, and strategic goals.

02

Model Development

We build custom financial models and dashboards tailored to your specific needs.

03

Strategic Advisory Sessions

We hold regular meetings to review performance, discuss strategy, and adjust plans as needed.

04

Ongoing Optimization

We continuously monitor your financials and provide proactive advice to maximize profitability.

Satic Solutions vs Others

Our Approach Typical Providers
Proactive, forward-looking financial models, budgets, and cash runway projections. Reactive bookkeeping that only tells you what happened last month.
Dedicated strategic advisory sessions with a seasoned financial expert. An annual check-in with a CPA solely focused on tax compliance.
Tailored KPI dashboards designed specifically for your industry and business model. Generic Profit & Loss statements with no actionable business insights.
A fraction of the cost ($1999/mo) compared to a full-time executive hire. Hiring a full-time CFO which can cost $200k+ in salary and benefits.

Frequently asked questions

Answers for the questions we hear most from founders and finance teams.

What is a fractional CFO?
A fractional CFO provides executive-level financial strategy, forecasting, and leadership on a part-time basis, giving you high-level expertise without the cost of a full-time hire.
How is this different from a bookkeeper?
A bookkeeper records historical data (what has already happened). A CFO uses that data to build models and forecast the future (what will happen) to guide business strategy.
Will you help us prepare for a board meeting?
Yes, we prepare board-ready financial packets, pitch deck financials, and can even attend board meetings as your financial representative.
Do you help with fundraising?
Absolutely. We build the financial models, cap tables, and use-of-funds projections that investors require during due diligence.
How often do we meet?
We typically hold dedicated CFO strategy sessions monthly, but provide ongoing access for urgent strategic questions as they arise.

Ready to transform your books?

Free consultation

Join growing businesses that trust us with their remote accounting and strategic financial guidance.

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