Planning and budgeting
An annual plan and budget built from what actually drives the business, and a forecast the leadership team updates and trusts.
Services
Fractional CFO.
A fractional CFO from F3 Insights is a strategic finance partner for the CEO and the board. We lead planning, reporting and capital decisions on a part-time or defined-scope basis, and build a finance function that uses technology for the repetitive steps.
The role
What a Fractional CFO Covers
The judgment a full-time CFO brings, working alongside the CEO, the board and your existing finance team.
Board and lender reporting
Reporting the board and lenders can read quickly, and a finance lead in the room to explain what the numbers mean.
Capital and cash decisions
Cash planning, financing and raise preparation, pricing and investment decisions, argued from the numbers rather than instinct.
The finance team and operations
Oversight of the controller and accounting team, a clean monthly close, and finance operations that scale as the company grows.
CFO OperationsQuestions
Fractional CFO, Answered
- Does F3 Insights provide fractional CFO services?
Yes. A fractional CFO from F3 Insights works with the CEO and the board on planning, reporting, capital and cash decisions, and oversees the finance team, on a part-time or defined-scope basis. The finance function is built technology-first, so the team spends its time on analysis rather than assembly.
- How does a fractional CFO work with the CEO and the board?
As a regular partner in the decisions. That usually means a standing cadence with the CEO, preparation and attendance for board and lender meetings, and a view on the plan, the forecast and the capital needs that leadership can challenge and rely on.
- How does an engagement start?
With a conversation about where the company is headed and what the board and lenders are asking for, then a close look at the numbers, the reporting and the team. From there we agree the scope: an ongoing finance lead, a defined piece of work, or both.
Next step
Talk through what the finance seat needs.
Start with a conversation about where the company is headed and what the board and lenders are asking for. We will tell you plainly what kind of finance leadership fits.