Reporting & CFO · Pricing
Fractional CFO
Starting at$3,625a month
What the price covers
Up to 10 CFO hours; 2 management meetings; 1 entity; interpretation of the system KPI pack, budget variance and the rolling forecast included.
What we do
- Interpret the system-generated KPI pack
- Analyze budget variances and management actions
- Refresh the rolling forecast and its decision scenarios
- Develop recommendations for the agreed financial decisions
- Hold two management meetings and document decisions
What you get
CFO analysis, updated planning outputs and recorded management decisions.
Not included
The one-time KPI pack build (Management Reporting Setup), cleanup, transaction projects and day-to-day operations.
Included in
Every Step. All 14.
- 01Review the KPI pack generated by the Backline systemKPI pack review · CFO
- 02Interpret the main operating and financial movementsKPI pack review · CFO
- 03Identify questions requiring a management decisionKPI pack review · CFO
- 04Review the system budget-to-actual reportVariance review · CFO
- 05Explain the material variancesVariance review · CFO
- 06Recommend actions for the agreed prioritiesVariance review · CFO
- 07Update the forecast assumptions and outlookRolling forecast · CFO
- 08Run the agreed decision scenariosRolling forecast · CFO
- 09Check the effect on future funding and operating resultsRolling forecast · CFO
- 10Document the changed assumptionsRolling forecast · CFO
- 11Analyze the scoped financing or operating choicesFinancial decisions · CFO
- 12Compare financial tradeoffs and timingFinancial decisions · CFO
- 13Prepare recommendations for managementFinancial decisions · CFO
- 14Hold the two 60-minute management meetings and record decisions, owners and next steps2 meetings/mo · CFO
More In Reporting & CFO
All 12 servicesBackline Reporting Suite$325 a month1 entity; one consolidated monthly reporting pack from the Backline system alongside the standard statements: management P&L and balance sheet with prior-period comparison, AP and AR aging, a 13-week cash-flow outlook refreshed monthly and commentary, walked through in the monthly 30-minute call.Quarterly CFO Strategy Session$825 a quarter1 entity; one 60-minute strategy meeting with a CFO each quarter, built on the quarter's Backline reporting packs and 13-week cash outlook; agenda and decision summary.Management Reporting & KPI Pack$625 a month1 entity; up to 10 KPIs; monthly commentary and 45-minute management reviewBudget-to-Actual & Performance Analysis$325 a month1 approved budget; up to 10 material variances; 1 monthly analysis