Fractional CFO & Advisory
Part-time CFO support: cash flow forecasting, budgeting, pricing, KPIs and growth planning without a full-time hire.
How BATS handles fractional cfo & advisory
Growing companies need financial leadership long before they can justify a full-time CFO. Our fractional CFO service gives you forecasting, budgeting, KPI tracking and a seasoned adviser for big decisions, on a schedule that fits your stage.
We work with clients in all 50 states and Washington, D.C., so state-specific rules are covered whether you are in one state or several.
Who this is for
- Businesses with growing revenue and complexity
- Founders preparing to raise capital or borrow
- Owners planning to buy, sell or expand
- Companies with tight or unpredictable cash flow
Everything covered in this service
13-week cash flow forecasting
Annual budgets and rolling forecasts
KPI dashboards and monthly review meetings
Pricing and margin analysis
Lender and investor preparation
Integrated tax and financial strategy
The paperwork behind fractional cfo & advisory
| 13-week cash flow forecast | Week-by-week view of cash coming in and going out |
|---|---|
| Annual budget | Built from your actual results and goals |
| Rolling forecast | Updated monthly as results come in |
| KPI dashboard | Key metrics reviewed in a monthly meeting |
| Board or investor pack | Clear monthly or quarterly reporting |
| Financing package | Models and schedules for lenders or investors |
What we'll need from you
Have these ready and your first meeting goes much faster. Don't worry if something is missing; we'll help you find it.
- Recent financial statements
- Current budget or plan
- Bank and loan details
- Customer and pricing data
- Your goals for the next one to three years
How it works, step by step
Diagnose
We review your financials and identify the main constraints.
Build the model
We create a forecast and budget you can use.
Meet monthly
We review results against plan and adjust.
Advise
We support major decisions with numbers.
Why clients choose BATS for fractional cfo & advisory
Reconciled every month
Every account tied out to its statement, not just categorised.
Tax-ready books
Set up to flow straight into your business return.
Clear reporting
Plain-English summaries with the numbers that matter.
Scales with you
Add payroll, AP/AR or CFO support as the business grows.
Fractional CFO & Advisory FAQs
11 answers to the questions clients ask us most. Don't see yours? Ask us directly.
How is this different from bookkeeping?
Bookkeeping records what happened. A fractional CFO uses those numbers to plan what happens next.
How much time does a fractional CFO spend?
It varies by need, from a monthly meeting to several days a month.
Do you work with startups?
Yes, especially those preparing for fundraising or rapid growth.
What's the difference between a fractional and interim CFO?
A fractional CFO works part-time on an ongoing basis. An interim CFO fills a full-time role for a limited period, often during a transition.
Can you help us raise money?
We prepare the financial model, forecasts and data that investors and lenders expect, and support you in conversations. We are not a broker and don't take a success fee.
How is the engagement priced?
Usually a monthly retainer based on the time and deliverables you need, agreed in writing.
Will you improve our systems?
Yes. Better reporting often starts with better tools, and we recommend practical improvements to your accounting stack.
Do you work with our existing accountant?
Yes. We often sit above an existing bookkeeper or accounting team and help them deliver better information.
Which accounting software do you support?
QuickBooks Online and Xero most often, along with common payroll, bill pay and e-commerce tools.
Can we start partway through the year?
Yes. We bring the books up to date from the start of the year, then continue monthly.
How do we communicate with you?
By email, our client portal and scheduled calls. You have a named contact who knows your business.
Often paired with this service
Financial Statements & Reporting
Compiled financial statements and management reports for lenders, investors, boards and owners.
Learn moreTax Planning & StrategyTax Planning & Strategy
Proactive, year-round tax planning that lowers your bill through timing, structure, retirement contributions and credits.
Learn moreAccounting & BookkeepingBookkeeping Services
Monthly bookkeeping, bank reconciliations and financial reports so your numbers are always current and tax-ready.
Learn moreFractional CFO & Advisory in every state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, D.C.
- West Virginia
- Wisconsin
- Wyoming
Popular cities
- Birmingham, AL
- Anchorage, AK
- Phoenix, AZ
- Little Rock, AR
- Los Angeles, CA
- Denver, CO
- Bridgeport, CT
- Wilmington, DE
- Jacksonville, FL
- Atlanta, GA
- Honolulu, HI
- Boise, ID
- Chicago, IL
- Indianapolis, IN
- Des Moines, IA
- Wichita, KS
- Louisville, KY
- New Orleans, LA
- Portland, ME
- Baltimore, MD
- Boston, MA
- Detroit, MI
- Minneapolis, MN
- Jackson, MS
- Kansas City, MO
- Billings, MT
- Omaha, NE
- Las Vegas, NV
- Manchester, NH
- Newark, NJ
- Albuquerque, NM
- New York City, NY
- Charlotte, NC
- Fargo, ND
- Columbus, OH
- Oklahoma City, OK
- Portland, OR
- Philadelphia, PA
- Providence, RI
- Charleston, SC
- Sioux Falls, SD
- Nashville, TN
- Houston, TX
- Salt Lake City, UT
- Burlington, VT
- Virginia Beach, VA
- Seattle, WA
- Washington
- Charleston, WV
- Milwaukee, WI
- Cheyenne, WY
Get help with fractional cfo & advisory
Book a consultation and get a clear plan for your taxes and books, wherever you are in the U.S.