Fractional CFO Advisory
Monthly or quarterly advisory calls with insightful financial presentations and concrete action steps to improve your Net Profit & Cash Flow.
How it works
Every financial review is scored against 12 profit & cash flow drivers and ends with clear objectives, owned next steps, and firm due dates.
1. Targets & forecast
We set revenue, margin, and cash targets with you and forecast the months ahead.
2. Analysis & presentation
We review your reports against 6 Net Profit drivers and 6 Cash Flow drivers and present what we found in plain English.
3. Strategy call & action plan
A 60 to 90 minute call where we build the action plan together.
Free assessment
We'll analyze your recent financial reports and present our key findings to you.
- Report analysis & presentation
- Key findings across profit and cash flow
- A clear recommendation: monthly, quarterly, or not yet
Request your free assessment
We'll reply within one business day to schedule it.
Pricing
Prices shown are where each package starts. Your exact price depends on complexity. We confirm it before any work begins.
Fractional CFO Advisory
Turning your financial reports into targeted action to increase your Net Profit & Cash Flow, every month or every quarter. Every financial review is scored against 12 profit & cash flow drivers (6 tied to Net Profit and 6 tied to Cash Flow) and ends with a documented action plan: clear objectives, owned next steps, and firm due dates.
Free Assessment
Includes a presentation of key findings from your financials.
- Report Analysis & Presentation
- Key findings presentation
Monthly Cadence
Starting at
Full deliverable, reviewed every month.
- Target Setting & Forecasting
- Report Analysis & Presentation
- 60–90 min strategy call
- Action plan built together
Quarterly Cadence
Starting at
Full deliverable, reviewed once per quarter.
- Target Setting & Forecasting
- Report Analysis & Presentation
- 60–90 min strategy call
- Action plan built together
What owners say once the fog lifts.
Highly recommend Prosynergy for taking the headaches out of bookkeeping. Vineet was great to work with. Helped me set up payroll software for my company that should save me a lot of time and energy going forward.Posted on Google
Tim and his team do a great job of keeping my books clean and caught up. Their process is very clear and timely. If you are tired of having your transactions pile up and are looking for a dependable team to put a good system in place to take care if them you don't need to look further than Prosynergy Bookkeeping. I highly recommend them.Posted on Google
There's nothing better than the peace of mind that comes from knowing your books are being taken care of by a team of skilled and honest experts. The prosynergy team is exactly that... capable, personable, honest, and very reasonably priced for the services they provide.Posted on Google
Before you book
Questions business owners usually ask.
What does a fractional CFO actually do?
We turn your monthly or quarterly reports into decisions. Each review scores your business against 12 drivers (6 tied to Net Profit and 6 tied to Cash Flow) and ends with a documented action plan: clear objectives, owned next steps, and firm due dates.
Do I need to be a bookkeeping client to use CFO advisory?
Advisory only works on accurate numbers. If your books are already clean and current, we can start there. If not, we will recommend a bookkeeping package or cleanup first.
Should I choose monthly or quarterly?
Monthly fits owners in a growth push or a tight cash season who want to adjust quickly. Quarterly fits steadier businesses that want a regular strategic check-in. The free assessment will make the choice clear.
What happens in the free assessment?
We analyze your recent financial reports and present our key findings to you: where profit and cash are leaking, and what to work on first. No obligation.
Ready when you are
Let's get your books to zero surprises.
Thirty minutes on a call is enough for us to tell you exactly what your file needs.
Prefer something lower-commitment? Request a free accuracy audit first.