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Fractional CFO

Cash-flow forecasting, pricing, lender packages and a monthly meeting that ends in decisions.

Who it's for

Businesses past the point where the owner can hold cash flow and pricing in their head, but not yet ready for a full-time CFO.

What's included

  1. 01A 13-week cash-flow forecast, updated monthly
  2. 02Pricing and margin review by service line or product
  3. 03Lender and investor packages when you need financing
  4. 04A monthly meeting structured to end in decisions, not just a report

Timeline

A 90-day ramp to build the forecast and reporting rhythm, then ongoing monthly work — see our guide on the first 90 days.


Mercer Hale

Advisory

Adrienne Mercer, CPA, managing partner · Daniel Hale, CPA, CFP®, partner · advisory

421 Fayetteville St, Suite 1100, Raleigh, NC 27601
Office hours Mon–Thu 8:30–5:30 · Fri 8:30–4 · (919) 555-0184 · hello@mercerhale.com

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