Strategic financial leadership without the full-time cost. Our fractional CFOs guide growth, fundraising and major decisions — tailored to your stage.
Overview
A fractional CFO is senior financial leadership engaged part-time or project-based, rather than as a full-time executive hire. It's a different role from a bookkeeper or controller — a fractional CFO sits at the strategy table, translating your financial data into decisions about pricing, hiring, fundraising and growth.
FINEXA's Fractional CFO service is available directly to businesses, and white-label to CPA firms who want to offer CFO-level advisory to their own clients without building the capability in-house — across the USA, UK, Canada, UAE and Australia.
What's Included
Roadmaps, financial modeling and capital allocation decisions.
Rolling forecasts, liquidity analysis and runway tracking.
Deck preparation, KPI dashboards and investor-ready summaries.
Pitch modeling, due diligence prep and term sheet review.
Segment analysis, pricing strategy and cost reduction guidance.
Internal controls, audit readiness and regulatory monitoring.
Who It's For
You need someone who can build the model and defend it in the room.
Growth is outpacing your ability to make confident financial decisions.
You need a turnaround plan and someone to execute it with discipline.
You need consistent, credible reporting every single period.
Why FINEXA
CFO-level leadership at a fraction of a full-time executive salary.
CAs, ACCAs, CPAs and engineers — not a generic outsourcing pool.
Guidance shaped by experience across your specific sector.
Part-time to full-time involvement as your needs evolve.
Hands-on support through diligence, modeling and negotiation.
Works directly inside QuickBooks, Xero, NetSuite and Power BI.
How It Works
We understand your business, growth stage and strategic priorities.
We assess your current financial systems and close any reporting gaps.
A clear plan built around your growth, cash and fundraising priorities.
Regular strategic sessions, reporting and hands-on support as needs arise.
FAQ
Bookkeepers and controllers manage the accuracy of your financial records. A fractional CFO uses that data to guide strategy — pricing, fundraising, hiring and capital decisions — sitting closer to the CEO than the ledger.
Growing SMEs, funded startups, and CPA firms who want to offer CFO-level advisory to their own clients under a white-label arrangement.
Yes — direct participation in board meetings, investor calls and key negotiations is a standard part of the engagement, not an add-on.
Pricing
Flexible engagement models designed to match your business size, scope, and budget.
A predictable monthly fee based on your service scope. Best for ongoing, recurring engagements.
Flexible hourly billing for project-based or variable workload engagements. Pay only for what you use.
A fixed price for clearly defined, one-time projects such as cleanup, catch-up work, or a single deliverable.
Book a free 30-minute discovery call — no obligation, no pressure.