Description

The initial, intensive engagement required to scope and commence a long-term Fractional CFO relationship. This includes a deep diagnostic review of your business model, capital structure, and current reporting capabilities. The deliverable is a formal 12-month Financial Strategy Roadmap outlining key milestones, investment targets, and the KPIs critical for sustainable, profitable scaling.

Format:

• Diagnostic Deep Dive (Virtual Interview): Comprehensive 2-hour session with the owner/CEO and a LedgerCore CFO specialist.

• Financial Strategy Roadmap (Formal Document): A prioritized plan linking financial goals to operational metrics.

• KPI Dashboard Setup: Assistance setting up the core tracking tools required for ongoing advisory (e.g., Gross Margin, CAC, LTV).

Duration: Initial Onboarding Project (14 Business Days).

What You’ll Learn:

• Clarify the financial levers that truly drive your business value.

• Establish a professional, investor-ready framework for financial communication.

• Define and track the handful of KPIs that matter most for growth.

• Transition from simple compliance reporting to forward-looking, strategic financial leadership.

Perfect for: CEOs and founders of scaling enterprises who require executive-level financial strategy and guidance but are not yet ready for a full-time Chief Financial Officer.