Start with a conversation
Share your business priorities and see whether fractional CFO support is the right fit. No financial documents needed.
Home / How it worksA working relationship.
How it works
A working relationship.
Not a handoff to a course.
Five clear steps. An agreed scope. An owner who stays in control.
Agree on the work
Define the scope, responsibilities, fees and milestones in a written engagement.
Onboard securely
Receive your onboarding package and unique password-protected Egnyte link. Submit the completed intake and documents together.
Do not email bank statements, identification, tax returns, SSNs or other sensitive information. The completed intake and supporting documents belong together in your private Egnyte folder—not in a public form.
Put the plan to work
Build cash visibility, prioritize operating decisions and address credit readiness where it supports the business.
Review. Refine. Move forward.
Review progress against agreed milestones and adjust the plan as your operating needs change.
LET’S GET TO WORK
If the company is real and the books are messy, start with a call — not a course.
A focused conversation about where you are and what comes next.
Book a Strategy CallNo sensitive documents. No pressure.