Fractional CFO Retainer
Your CFO Partner On-Demand, Without Full-Time Cost
What You Get
- Ongoing FP&A leadership — budgeting, forecasting, and variance analysis.
- Board and investor packs with KPI narratives and executive insights.
- Strategic guidance on capital allocation, growth initiatives, and risk management.
- Support through M&A, exit readiness, or investor negotiations.
- Monthly performance reviews with recommendations and action items.
- Access to AI-enhanced workflows for faster close, reporting, and scenario planning.
Outcomes
- Consistent, board-ready financial leadership at a fraction of the cost.
- Stronger investor and board confidence with credible, defensible insights.
- Alignment between financial strategy and business growth goals.
- Ongoing peace of mind knowing CFO expertise is always within reach.
Case Study Snapshot
Scale-Up Business
Challenge: CEO was managing investors and finance alone while scaling.
Solution: CFO IQ provided ongoing retainer support, including board packs and cash forecasting.
Result: Investor relations streamlined, board confidence strengthened, and forecasting accuracy improved by 30%.
Why CFO IQ
- 25+ years of CFO and FD experience across SaaS, FinTech, and international markets.
- Proven ability to bridge finance, strategy, and technology.
- Flexible retainer model — you get what you need, when you need it.
Finance leadership, without the full-time overhead.
- Fractional CFO & AI Finance Advisory – Helping founders scale smarter.
Quick Link
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