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Fractional CFO Services

Fractional CFO and Outsourced CFO Services

CFO-level clarity, without the CFO-level cost. A full-time CFO’s salary alone typically runs $215,000–$326,250 a year (Robert Half, 2027) — your bookkeeper can’t build a financial model or challenge a bad financial decision. EasePro’s fractional CFO service fills that gap: senior-level financial leadership, part-time commitment, advisory-firm methodology.

  • Built by professionals from global advisory firms
  • No lock-in · Cancel any month
Cash Flow Strategy FP&A Leadership Board & Investor Reporting Hiring & Expansion Modeling Strategic Financial Advisory Lender & Audit Readiness M&A & Fundraising Support
The Core Problem

What a Fractional CFO Sees That a Bookkeeper Cannot.

Your bookkeeper tells you what happened. Nobody is telling you what’s coming. A bookkeeper records the past. A controller closes the books. Nobody is interpreting the numbers, modelling what is ahead, or challenging the decision before you make it — which is exactly where the expensive mistakes happen. For how we think about the forward view, read our cash flow articles.

Which of these is running your business right now?

Profitable on paper. Broke on Friday.

Making expensive decisions without a financial model.

No financial reporting — just last month’s P&L.

Growth creating pressure instead of confidence.

Investors asking for things you cannot produce.

Full-time CFO too expensive. Bookkeeper not enough.

How It Works

From free call to an embedded CFO cadence.

1

Clarity call

30 minutes. We name your biggest financial risk — and the fix.

2

Half-day assessment

A brief note on the few major issues and actionables we spot.

3

Roadmap & scope

Agreed deliverables, cadence, and fee. No minimum term.

4

First deliverable

Your first deliverable, built and passed through our four-eye review.

5

Cadence or handover

Monthly CFO cadence — board pack, cash briefs, strategy sessions.

What EasePro Delivers

Fractional CFO Deliverables We Build.

Scoped to what your business actually needs. Not every business needs all five. Some need only a 13-week model and monthly variance pack; others need scenario modeling, fundraising support, and a full investor reporting cadence. We scope deliverables to the decisions you are actually making.

DELIVERABLE 01

Where You Stand — and Where You’re Heading

A clear read on your real profitability and exactly where the business is headed.

  • True profitability by product, service, and client
  • Budget vs actuals and a rolling 12-month forecast
  • KPI dashboard — the numbers that drive decisions
  • A clear line of sight on where you’re heading
DELIVERABLE 02

FP&A: Budgeting, Forecasting & KPI Dashboards

The planning layer that turns your numbers into decisions.

  • Annual budget and quarterly reforecast
  • Budget vs actuals with variance narrative
  • KPI dashboard — revenue, margins, headcount, cash
  • Fixed cost structure analysis and rationalisation
DELIVERABLE 03

Board Packs & Investor Reporting

Investor-ready packs, delivered monthly — no chasing.

  • Monthly MIS pack — P&L, balance sheet, cash flow
  • Board commentary and variance narrative
  • Investor update decks — structured, consistent
  • Reliable monthly cadence, never a fire drill
DELIVERABLE 04

Hiring & Expansion Financial Modeling

Know the cash cost before you hire, expand, or invest.

  • Headcount and hiring plan cash impact models
  • New market / product line P&L projections
  • Break-even and payback period modeling
  • Sensitivity analysis on every key growth assumption
DELIVERABLE 05

Strategic Financial Advisory

CFO sessions that challenge assumptions and flag risk early.

  • Monthly or bi-weekly CFO strategy sessions
  • Capital allocation and cash prioritisation
  • Pricing and margin structure analysis
  • Debt and equity structure guidance
  • M&A readiness and fundraising preparation
FREE TOOL

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A PAY / COLLECT / DELAY / PROTECT plan in one Excel screen.

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Hear from our clients

In their own words.

“Anant is one of the few people I trust to tackle complex financial challenges, because he consistently delivers high-quality results. His expertise in FP&A, financial modeling, and Excel is exceptional.”

Elida Craven, CPA

Founder, Craven Consulting
Explore FP&A Services →
“I've personally used EasePro for financial modeling, valuation analysis, and beautifully designed decks. The work is always first class, very detail-oriented and highly professional — and most of all, they're just really great people to work with.”

Matthew R. Gould

Partner, MRG Capital Advisors
Explore Financial Modeling →
“It's been a good addition to our firm. My recommendation to anyone is that this is a trusted relationship you can build — and you'll be pleasantly surprised.”

Todd Cushing

EBIT Associates Ltd
Explore Business Valuation →
Industries We Serve

Built for your industry's specific complexity.

A generic playbook doesn't work across industries. We tailor every engagement to your sector's dynamics.

Frequently Asked

Practical fractional CFO questions
most US business owners ask.

What skills should a fractional CFO have?

A real CFO needs depth across eight areas: cash flow modeling and 13-week forecasting; FP&A discipline (annual budget, rolling forecast, variance analysis); financial modeling and scenario analysis (3-statement, base/stress/upside); board and investor reporting; fundraising and capital structure; M&A and valuation; US GAAP and audit-readiness; and stakeholder management.

A CFO strong in two or three of these is a specialist, not a CFO. A CFO covering all eight is a real CFO. EasePro’s fractional CFO services are led by experienced finance professionals from global advisory firms with depth across all eight areas — with a four-eye internal review on every deliverable. More about our team →

How do I test or evaluate a fractional CFO before hiring?

Four practical tests: (1) Ask for a sample 13-week cash flow model and have them walk through the logic. (2) Hand them three months of P&Ls and bank statements and ask what they would change in 90 days. (3) Ask them to talk through a real board pack they have built. (4) Give them a scenario question — tariffs up 10%, largest customer delays 60 days — and see if they answer with a model or with hand-waving.

Most fractional CFOs cannot pass all five. EasePro welcomes every one of these tests in the discovery process. Book a free 30-minute call to test us →

What is the difference between a fractional CFO, controller, and bookkeeper?

A bookkeeper records transactions — what happened. A controller closes the books and produces financial statements — what the numbers are. A fractional CFO interprets financials, builds forward-looking models, manages cash strategy, and drives decisions — what to do next. Most growing businesses have the first two and lack the third. That gap is where the most expensive mistakes happen.

When should a business hire a fractional CFO vs a full-time CFO?

Most US businesses need fractional CFO support well before a full-time CFO. The fractional model fits when your bookkeeper or controller cannot answer strategic questions, when you are making decisions without a financial model, when investors or lenders are asking for reports you cannot produce, when you are profitable but cash is tight, or when you are preparing for a fundraise or sale. A full-time CFO typically becomes justified when finance becomes a genuine forty-hour-a-week role.

How is EasePro different from US-based fractional CFO firms?

EasePro provides fractional CFO services led by experienced finance professionals from global advisory firms. Work is remote and aligned to US business hours, Eastern through Pacific. Retainers start from $1,250 per month, confirmed after a short scoping call, with no minimum term. Covers 11 industries with industry-specific methodology. No lock-in and 30-day assurance on Month 1, as described on our homepage. Every engagement passes through a documented four-eye internal review. More about EasePro →

Can a fractional CFO help if I am preparing to raise capital or sell my business?

Yes. For fundraising, a fractional CFO builds the investor-ready financial model, the data room, the cap table, the use-of-funds analysis, and prepares you for diligence on cash conversion, unit economics, and growth assumptions. For a sale, a fractional CFO works with M&A advisors to build the valuation model, produce diligence-ready financials, manage buyer information requests, and surface adjustments that materially affect the headline number. More about our valuation and modeling work →

How much does a fractional CFO cost?

EasePro fractional CFO retainers start from $1,250 per month. The exact fee depends on scope, and we confirm it after a short scoping call; there’s no minimum term. As a market reference, NerdWallet’s fractional CFO guide (updated July 2026) puts typical monthly retainers at $3,000 to $10,000 and hourly rates at $150 to $500. Whoever you hire, the same things drive the price: which deliverables you need, how often you need them, how complex the business is (entities, inventory, investors), and whether the books are clean enough to build on. If they aren’t, catch-up bookkeeping comes first.

How many hours a month does a fractional CFO work?

There’s no fixed number. Hours follow the work, and they usually rise around a board meeting, a lender review, a fundraise or a sale, then fall back. That’s why we scope EasePro engagements by deliverables and cadence rather than by a bank of hours. Before any work starts, we agree what you’ll get — for example, a monthly board pack, regular cash briefs and monthly or bi-weekly strategy sessions — and a fixed fee for it, with no hourly billing. You pay for the outputs your decisions need, not for time logged. Talk through your scope →

How quickly can a fractional CFO start, and what happens first?

Quickly. There’s no long onboarding. We generally try to hold the free 30-minute clarity call within 24 to 48 hours. Once you share access to your books, we typically finish a half-day assessment within the next 24 to 48 hours: a short note on the major issues and the actions we’d take. Then we agree scope, cadence and fee, the engagement letter is signed, and work starts on your first deliverable, which passes our four-eye review before it reaches you. After that it runs on a set rhythm of board pack, cash briefs and strategy sessions. Book a clarity call →

Will a fractional CFO replace my bookkeeper or CPA?

No. A fractional CFO works alongside them. Your bookkeeper keeps recording transactions and reconciling accounts, and your CPA keeps handling tax. The CFO works from the books they keep, using them to forecast, plan and advise on decisions. Most EasePro clients keep their bookkeeper and CPA and add us as the financial leadership layer. Because the CFO’s work is only as reliable as the books underneath it, catching up the books comes first if they’re behind. We can do that through catch-up bookkeeping.