Fractional CFO Services
Drive it. Fractional CFO services for businesses making bigger decisions: CFO-level thinking without the full-time hire.
Schedule ConsultationLook ahead with confidence
Our CFO & Advisory service helps you look ahead with forecasting, cash flow planning, profitability analysis and strategic financial guidance. It’s for businesses making bigger decisions about growth and what comes next.
Support can include:
- Forecasting, cash flow planning and scenario planning
- Strategic financial planning and growth planning
- Budget development and KPI development
- Pricing and profitability advice
- Executive reporting, and board and investor reporting
- Funding readiness and financing support
- Exit or acquisition preparation, and M&A and exit advisory
CFO-level thinking without the full-time hire.
Who it’s for, how it works and what it costs
English Oak Financial works with start-ups and small, growing businesses in most industries. We don’t work with not-for-profit organizations.
We start with a free introductory conversation. If we’re the right fit, we recommend a clear scope of work and a fixed monthly price. You can start with bookkeeping or the Controller service and add CFO support as decisions get bigger, or start here.
Fractional CFO & Advisory starts from $2,500 a month. Pricing is custom to your business and charged as one fixed monthly fee that includes all the work required. See pricing.
What we don’t do
We don’t prepare tax returns, perform audits or give investment advice. Where tax work is needed, we work alongside your CPA or tax professional. Where this page mentions investment decisions, we mean decisions about investing in your own business, such as growth plans, not investment advice.
What the CFO service adds
You get everything in our controller service, plus:
- a rolling 13-week cash forecast
- annual budget and forecast updates
- board or investor reporting where needed
How we stay in touch
A monthly strategy meeting, calls as needed between meetings, and attendance at your board meetings if required.
Who leads it
Jake McKenna personally leads every CFO engagement.
How we start
Every engagement starts with a free 30-minute discovery call, where we learn about your business, how it is set up today and what you need.
We then send a fixed-fee proposal and engagement letter. Once it is signed, we ask for:
- read access to your bank and credit card accounts
- your accounting software, payroll and any payment processors
- your last tax return and prior-year financials
We review the books, agree a catch-up plan if one is needed and set up your monthly close calendar. Onboarding typically takes 2 to 4 weeks, and your first monthly reporting pack follows the first full month-end close.
Common questions
What is a fractional CFO?
A fractional CFO is an experienced finance professional who provides CFO-level support, such as forecasting, cash flow planning and strategic financial guidance, on a part-time or monthly basis instead of as a full-time hire.
How much does a fractional CFO cost?
Our Fractional CFO & Advisory service starts from $2,500 a month, as one fixed monthly fee for the scope we agree with you.
Do you give investment advice?
No. Investment advice, tax preparation and audits are outside our services. Our CFO work supports decisions about running and growing your business.
Do I need bookkeeping before I hire a fractional CFO?
Reliable numbers make CFO-level work much more useful. If your records need work, we can start with bookkeeping or catch-up bookkeeping and build from there.
Who leads the CFO work?
Jake McKenna personally leads every CFO engagement.
Making a bigger decision?
Schedule a free introductory consultation. We’ll talk through where you’re heading and how we can help.