Financial consulting with a defined scope and concrete deliverables
When you need one financial question answered without signing up for an ongoing service: a project with a start, an end and a document you can actually use.
When you need one financial question answered without signing up for an ongoing service: a project with a start, an end and a document you can actually use.
Every project has a written scope, a named lead and a delivery date. These are the ones we do most often.
A business plan with explicit assumptions, a three- to five-year P&L and scenarios, ready for partners, lenders or government agencies.
A documented, editable model in Excel or Google Sheets that links sales, costs, capex and cash. It comes with a manual, not a password.
We analyze your cost structure and the true margin by product, channel or customer, and identify where to cut without hurting the business.
We evaluate an equipment purchase, a new location or a new line with cash flows, returns and risk, so you decide on evidence.
We review your pricing against costs, competitors and capacity, and propose changes you can measure.
We design processes, a closing calendar, a dashboard and tools so your finance team works in an orderly way.
Companies facing one specific decision: entering a market, launching a line, buying assets, changing prices or presenting a plan to a lender. They need rigorous, fast analysis, not a permanent finance hire.
Also teams that already have finance leadership and want an independent second opinion, or need extra hands for a one-off piece of work. If the project reveals a need for ongoing support, the fractional CFO service picks up from there.
A specific question deserves a specific answer. No filler reports.
Few meetings, a lot of work between them, and a deliverable you can defend in front of anyone.
It depends on the project, but we always deliver open working files and a presentation that summarizes what matters.
Usually between three and eight weeks, depending on scope and the quality of the data we start from. A business plan for a lender moves quickly; a cost analysis for a manufacturer with several plants takes more fieldwork. We give you the timeline in the proposal and we keep to it.
The fractional CFO is an ongoing service: every month it closes the books, reports and supports decisions. Consulting is a project with a beginning and an end that answers one specific question. Many clients start with a project and, if it fits, continue with the monthly service. Neither one obligates you to the other.
Yes, and we prefer it. We request data from whoever holds it, whether that is your CPA, your in-house accountant or myLeanTeam, and we return results your team can maintain. We do not create dependency: the model stays in your hands, documented, and we train whoever will use it.
Yes. We prepare the business plan and the projections in the format each lender or program requires, and we coordinate with your CPA or counsel on the tax and legal paperwork that goes with it. If financing is the main goal, also look at our grants and financing and fundraising services.
Describe the decision in front of you and in one call we will tell you whether we can help, what we would deliver and how long it would take.