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FRACTIONAL CFO
FinOpSys provides scoped senior financial guidance for founders and leadership teams—connecting reliable reporting, forward-looking analysis, cash and capital priorities, and executive decisions without assuming client authority.
Dedicated Accounting Manager • Certified & credentialed specialists • One secure workspace
COMMON REPORTING GAPS
Late monthly reports.
Unexplained cash movement.
Disconnected statements.
Missing performance context.
Unclear follow-up questions.
THE FINOPSYS APPROACH
Completed monthly close.
Consistent statements.
Cash-flow visibility.
Coordinated reporting review.
WHAT’S INCLUDED
What’s included in a fractional CFO engagement.
01 Executive financial review
Meet with founders or leadership teams to review performance, priorities, risks, and the financial implications of major operating decisions.
02 Cash and capital planning
Evaluate liquidity, funding requirements, capital allocation, and timing tradeoffs using current reporting and agreed operating assumptions.
03 Decision and scenario guidance
Frame strategic choices with forecasts and scenarios so leadership can compare financial consequences before committing resources.
05 Finance-function oversight
Connect bookkeeping, reporting, FP&A, and specialist work into an executive financial rhythm while client leadership retains approval and decision authority.
REPORTING PROCESS
Close the books, review the numbers, explain what changed.
01
Capture & organize
Transactions, receipts, bills, invoices, payroll inputs, and documents.
02
Reconcile & coordinate
Categorize activity, reconcile accounts, coordinate payroll, AP/AR, and follow-ups.
03
Review & report
Monthly close, P&L, balance sheet, cash-flow visibility, and tax-ready records.
04
Decide & move forward
Clear next steps, deadlines, and guidance from the Accounting Manager and included specialists.
Discuss your leadership cadence, planning needs, stakeholder requirements, and the decisions a fractional CFO engagement should support.