Fractional CFO Services

man explaining to woman the financial reporting in chart format that may be included in fractional CFO services

CFO guidance at a fraction of the cost.

As a business owner, you have enough to look after without worrying about managing your financial team. Our fractional CFOs provide fiscal and strategic guidance so you can focus on what matters most: growing your business. 

Fractional CFO Services Include:

Cash Flow Management

Feel confident about your cash flow, cash runway and cash burn rate in any market. Our proactive team will help optimize and forecast your cash flow.

KPIS

Do you know your hiring ratios and staff utilization rates? We pinpoint and monitor your KPIs and growth drivers to keep your financial health on target.

Financial Reporting

Transform data into strategy with reliable monthly financial reporting. You'll have custom reports on unit economics, break-even points and profitability.

Budget Planning

Detailed budget-to-actual analysis backed by industry experts so that you can meet your short and long-term financial goals. All with a budget that suits your needs.

Financial Projections

Financial forecasting and modeling to make profit-building choices in any market. Without sifting through piles of data, you'll have better business insight.

Plan for Exit

Whether it’s through M&A, IPO or other exit, we help you prepare to obtain your business’s genuine value upon exit.

To improve business operations, and get more accurate forecasts we regularly perform budget variance analysis to dig into revenue to determine why you might be off.

Track the drivers that make sense for your stage of growth.

We assign KPIs to various budget line items so you can concentrate on strategic costs and investments. Plus, your staff will see a direct link to how their work affects the bottom line.

Get reports specific to customer and sales channels to maximize your profitability.

With diversified skillsets and cross-industry experience our outsourced CFOs provide accurate and on-time financial reports. 

Whether your goal is to exit or to hold on to your business long-term, our fractional CFO services offer the financial modelling you need to prepare for investors, lenders or acquisitions.

OUTSOURCED CFO Services

What does an outsourced CFO do?

An outsourced CFO is an experienced financial expert, outside of your own company, who provides fiscal & operational guidance. The role has a variety of titles (Virtual CFO, Part-time CFO & Fractional CFO) but each provides the same solution; complete strategic guidance at the fraction of a full-time CFO salary.

Contact us to learn more about our fractional CFO services before spending over $400K for a less experienced in-house solution.

Price meets strategy. Get quarterly CFO check-ups without paying the CFO salary.

Gain a financial thought partner so that you can focus on your core business operations.

Identify and track the industry-specific KPIs you need to accelerate growth.

Get back your focus to grow your business.

“I feel like we have an additional member of the team that has given me back my focus so I can help grow the business... So by partnering with ORBA, it's one more way to fortify our services and our offerings. To have a full-time CFO, we didn’t think that we could attract the right caliber of talent to be able to do that, being that we’re a small business. So this is the absolutely right fit for us right now. [Kim]’s helping us really understand our cash flow. We’ve set a big revenue goal this year, and we want to make sure that we are on track to meet that.”

READY TO MEET YOUR OUTSOURCED CFO?

Meet your Outsourced CFO, Kimberly Stanley
The Entrepreneur's CFO

Why do you need a fractional CFO?

OUTSOURCED CFO SERVICES

Take the guesswork out of budgeting.

Key assumptions

Using multiple scenarios based on current market trends we build a budget using top-down goals from relevant tactical managers.

Cash flow forecasting

Beginning with your cash flow statement, then working backwards through your balance sheet and P&L, we calculate your cash runway and burn rate.

Growth drivers

Using all of: your revenue drivers, variable expenses, COGS, semi-fixed expenses, taxes, depreciation and amortization, we build out your growth drivers.

Budget-to-actual reporting

To improve business operations, and get more accurate forecasts we regularly perform budget variance analysis to dig into revenue to determine why you might be off.

Use data more effectively

Not all KPIs are created equal. Avoid vanity metrics and have us pinpoint and track the right KPIs for your stage of growth .

Set targets to scale

We assign KPIs to various budget line items so you can concentrate on strategic costs and investments. Plus, your staff will see a direct link to how their work affects the bottom line.

360° financial insight

Financial projections for different scenarios made on reliable assumptions of revenue and expenses.

USE A FRACTIONAL CFO TO

Track the right metrics to scale profitably.

Our Chicago-Based Fractional CFOs

Get the financial reports you need, when you need them.

Get the whole picture

Every month review your balance sheet, income statement and cash flow statement using the 3-pronged approach.

Know your hiring ratios

By tracking your profits and costs, you can know exactly when the right time is to scale.

Accurate reports, on time

Your investor reports are reliable and on time with KPIs and objectives clearly defined.

Grow and scale with more confidence.

"Now that we have been working with ORBA Cloud CFO, we have been able to get our arms around the different parts of our business in terms of gross margin.  This has led to some strong realizations that not only have provided a better foundation for the business, but will allow us to grow and scale with more confidence."

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