Fractional CFO & Strategic Finance · Founder-Led
Your numbers should tell you what to do next. I make sure they do.
Investor-grade financial models, board- and bank-ready reporting, live dashboards, and a clear view of cash. Fixed scope, fixed price, delivered personally by the founder.
Why this exists
You're making big decisions about hiring, pricing, raising, and borrowing off a bank balance and gut feel.
Investors, your board, or your bank are asking for reporting your current setup can't produce.
The “model” is a spreadsheet only one person understands, and nobody fully trusts.
Month-end takes weeks. By the time the numbers arrive, they're history.
A full-time CFO costs $250K+, and you don't need one full-time. You need the output.
That gap, too big for bookkeeping yet too early for a full-time CFO, is exactly what PrimeOne CFO covers.
Services
Four productized engagements, each built to solve a specific problem growing companies face. Every scope is agreed in writing, with a fixed quote, before work begins.
The core model every growing company needs to plan, raise, and steer.
Everything you need to walk into an investor meeting prepared.
Turn your monthly numbers into a story your board trusts.
See the business at a glance, and act on it.
Ongoing support
Most clients start with a project package; many continue on a fixed-scope monthly retainer so the model, dashboard, and reporting stay current as the business moves.
Monthly reporting refresh, dashboard maintenance, and asynchronous Q&A whenever questions come up.
Everything in Essentials, plus rolling forecast updates, a board / management pack each cycle, and one working session per month.
Everything in Growth, plus scenario and long-range planning, fundraise or loan readiness, and investor / lender materials.
Retainer scope and pricing are fixed in writing at the start: no hourly meters, no surprise invoices.
The founder
PrimeOne CFO is a founder-led practice. When you engage us, you get me, not a junior analyst learning on your business.
I'm a triple-credentialed finance leader (CFA charterholder, CPA, and ACMA/CIMA) with more than a decade across FP&A leadership, financial modeling, and M&A due diligence performed for major private-equity investors. I've spent my career on the side of the table that scrutinizes numbers, so everything I build for you is constructed to hold up when an investor, board member, or lender pulls it apart.
Who it's for
You've raised, or you're about to. New investors mean board reporting, a model that survives diligence, runway and scenario views. I build that machinery and keep it current, so you walk into every board meeting with answers instead of apologies.
No investors, just real stakes. Which products make money, whether you can afford the next hire, what the bank needs to see, where cash will be in six months. Same discipline, translated to your world: budgets, forecasts, margin analysis, and monthly reporting you'll actually read.
The moment outside money enters the picture, your numbers get judged. A fundraise model, a defensible valuation, and a clean data room are the difference between momentum and months of back-and-forth.
How it works
Thirty minutes to understand your situation and identify the right starting point. If I'm not the right fit, I'll say so.
Deliverables, timeline, price, and what I need from you, agreed before anything starts.
I work asynchronously around your schedule, with a mid-engagement checkpoint so nothing drifts.
Finished, working assets, plus a session to hand them over and documentation your team can maintain.
Continue on a retainer so your model, dashboard, and reporting stay current.
FAQ
Probably not yet. That's the point. Most companies under roughly $30–50M in revenue need CFO-level output, not a CFO-level salary. When you genuinely outgrow fractional support, I'll tell you, and I'll help you set up the full-time hire for success.
No, and you should keep them. Bookkeeping records the past; tax keeps you compliant. I work on the forward-looking layer: models, forecasts, reporting, and the decisions they inform. I work alongside your existing bookkeeper or accountant.
Remotely and asynchronously by default, with scheduled working sessions where the engagement includes them. You get responsive senior attention without adding meetings to your calendar.
The price in the written scope is the price on the invoice. If you ask for genuinely new scope, we agree on it in writing, with a price, before I build it.
No. PrimeOne CFO provides strategic finance services: modeling, planning, reporting, and analysis. I don't provide audit, tax, or legal services.
Why PrimeOne
| Your alternative | The trade-off | PrimeOne CFO |
|---|---|---|
| Hire a full-time CFO | $250K+ fully loaded, months to find, more than most startups and SMBs need | Senior finance leadership at a fraction of the cost, starting within days |
| A big fractional-CFO firm | You meet the partner, then get handed to a junior team | Founder-delivered, end to end |
| Software / bookkeeping-plus | Tools report what happened; they can't build your model or sit with your board | Senior judgment plus infrastructure built for you, and it holds up in the room |
| Keep doing it yourself | Founder hours consumed by spreadsheets instead of the business | You run the business; I run the numbers |
Next step
Book a free 30-minute scoping call. We'll talk through your situation, your stage, and the decision in front of you. If I'm not the right fit, I'll say so.
