0-24 hours: Matching
We’ve matched businesses with elite experts in as little as 24 hours. From there, things move quickly: 95% of clients choose 1 of the first 2 experts presented.
1-2 days: Preparation
Think about how to integrate your fractional CFO. Align on scope of work and working styles with both the expert and your team. Set clear expectations on the impact you want.
2-10 days: Kickoff & Onboarding
Provide access to everyday financial platforms and tools they’ll need. Include point people for departments, third-party vendors, etc. Consider a happy hour or team lunch to introduce your CFO to the team.
5-10 days: Auditing
The first likely task of a fractional CFO will be to see what’s under the hood by diving into the numbers to determine your company’s financial position.
5-10 days and beyond: Assessment and prioritization
Once they’ve gained an idea of which operational activities are driving value and which are not, your CFO will be ready to discuss your strategic vision, goals and roadmap.
“With a couple of brief calls and access to materials, the freelance CFO understood our needs and produced quality work, along with explanations and tips for the model that we will use down the road.”
– Misty H., Client Engagement Director
0-24 hours: Matching
We’ve matched businesses with elite experts in as little as 24 hours. From there, things move quickly: 95% of clients choose 1 of the first 2 experts presented.
1-2 days: Preparation
Think about how to integrate your fractional CFO. Align on scope of work and working styles with both the expert and your team. Set clear expectations on the impact you want.
2-10 days: Kickoff & Onboarding
Provide access to everyday financial platforms and tools they’ll need. Include point people for departments, third-party vendors, etc. Consider a happy hour or team lunch to introduce your CFO to the team.
5-10 days: Auditing
The first likely task of a fractional CFO will be to see what’s under the hood by diving into the numbers to determine your company’s financial position.
5-10 days and beyond: Assessment and prioritization
Once they’ve gained an idea of which operational activities are driving value and which are not, your CFO will be ready to discuss your strategic vision, goals and roadmap.
“With a couple of brief calls and access to materials, the freelance CFO understood our needs and produced quality work, along with explanations and tips for the model that we will use down the road.”
– Misty H., Client Engagement Director
This content was originally published here.
