A CFO in the room when you need one
Forecasting, fundraising, KPI design, and decision support from senior finance operators - retained at a fraction of a full-time hire, with no benefits load and no ramp.
What a FiscalAlly CFO actually does
We do not write you a deck and disappear. A FiscalAlly CFO sits inside your operating cadence and works the same problems your leadership team is working.
- Annual operating plan and rolling 12-month forecast
- 13-week cash flow forecast and runway management
- Unit economics, pricing analysis, and margin reviews
- Investor and board materials, with Q&A prep
- Fundraising support: lender packages, equity decks, diligence rooms
- M&A: target screening, financial diligence, integration
Triggers that signal you're ready for a CFO
Raising capital
You need a model investors will not pick apart, and a finance lead who can answer the hard questions in a diligence call.
Approaching $5M+ in revenue
Decisions are getting bigger. Pricing, hiring, and capital allocation deserve more rigor than a spreadsheet.
Board governance maturing
Your board wants real reporting, not narratives. We build the cadence and the materials your board will actually read.
Considering M&A
Buying, selling, or recapitalizing. We run diligence, structure the model, and stay on through integration.
New banking relationship
Lender intros, covenant compliance, reporting packages, and treasury structure - handled.
The founder is the CFO
Get your time back. The finance work is taking energy you should be spending on customers and product.
Talk to a fractional CFO this week
Book a 45-minute strategy call. No pitch deck - just a working conversation about where you are and what would actually move the business.