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Everything you need to know—clear, simple, and upfront.
The process of financial planning is a continuous, structured approach designed to provide a clear roadmap for achieving your long-term business goals. At CFO Forge, we adapt this framework to the unique needs of scaling, founder-led businesses.
1. Set Financial Goals - Define SMART business goals (Specific, Measurable, Achievable, Relevant, Time-bound), such as hitting a revenue target, securing a round of funding, or achieving a profitable exit (FSCB).
2. Assess Your Current Situation - We conduct an initial diagnosis to understand your existing cash flow, net worth, assets, and debt, providing a clear picture of your company's financial starting point (NerdWallet).
3. Develop a Financial Plan - We create a customized strategy that includes forecasting, budgeting, capital planning, and risk management that suits to your growth trajectory (NerdWallet).
4. Implement the Plan - As your fractional CFO, we don't just advise; we execute the plan, establishing new systems, adjusting spending, and setting up automated financial workflows.
5. Monitor Your Progress - We provide ongoing monitoring, including regular reviews of KPIs (Key Performance Indicators), budget variances, and overall financial health to ensure you stay on track (Netwealth).
6. Adjust the Plan - Finance for a growing business is rarely static. We proactively revise and update your plan to reflect changes in the market, staffing, or major company events (FSCB).
One of the most critical financial risks that entrepreneurs and founder-led businesses face is the mismanagement of cash flow, which is often referred to as the 'lifeblood' essential for a startup's survival(FinePoint Consulting).
Consider a fractional CFO when your business is growing, facing complex financial decisions, or needs better cash flow management and reporting—without the cost of a full-time executive.
A fractional CFO partners with your team on a part-time basis, providing senior-level financial guidance, forecasting, and strategic planning tailored to your business needs.
Monthly services typically cover cash flow forecasting, P&L and KPI reviews, accounting system optimization, and ongoing strategic financial advice for growth and profitability.
Yes. We set up and optimize platforms like QuickBooks, Xero, and NetSuite, ensuring your financial systems are efficient, accurate, and ready to scale with your business.
