How to choose a fractional CFO: seven questions to ask before you hire
The seven questions I would ask anyone offering to run my numbers, what a good answer sounds like, and the signs it is time to walk away.
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owner-led businesses.
Plain thinking on cash, profit, growth and exit, written for owners running $1M to $20M businesses by the people who read their numbers. Nothing you cannot use this month.
Browse the latestWhat should you send your bank or board each month?
Prepare a useful bank or board reporting package: financial statements, cash, covenant schedules, borrowing-base reports and the decisions needing attention.
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What should you send your bank or board each month?
Prepare a useful bank or board reporting package: financial statements, cash, covenant schedules, borrowing-base reports and the decisions needing attention.
What financial reports should a business owner review every month?
A practical monthly financial review for business owners: profit, cash, receivables, bills and the decisions to make before the next month gets away.
Signs your business has outgrown its bookkeeper
Six signs your business needs more financial support, how to distinguish bookkeeping, controller and CFO gaps, and what to review before hiring.
Profitable on paper, tight in the bank: where the cash actually goes
Why a business can show a profit and still struggle to make payroll, the five places cash hides, and how a 13-week forecast makes the gap visible before it bites.
How much does a fractional CFO cost in 2026, and what should you get for it?
Compare fractional CFO scope and market ranges with Wayfinder Essential at $1,995, Growth at $3,495, and Strategic at $5,495 per month.
How to choose a fractional CFO: seven questions to ask before you hire
The seven questions I would ask anyone offering to run my numbers, what a good answer sounds like, and the signs it is time to walk away.
Bookkeeper, tax accountant, controller, or fractional CFO: who does what?
What a bookkeeper, tax accountant, controller and fractional CFO each own, why your tax accountant is not a CFO, and how to tell which one you are missing.
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