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CompassPoint Consulting

Is a Fractional CFO right for me?

This page is for owners who have outgrown basic bookkeeping but are not ready for, or do not want, the cost of a full-time CFO. The questions below help you see whether fractional CFO support is worth a conversation.

Evaluate your business

Choose Yes, Sometimes or No. Yes and Sometimes both count. The scale on the right moves as you answer.

1. Do you only get a proper financial picture once a year, or months after year-end?

2. Are decisions being made on numbers you do not fully trust?

3. Are you running without a budget, or without comparing actuals to one each month?

4. Is cash a surprise more often than it should be — debtors, stock, suppliers or tax?

5. Are you still doing finance admin that should not sit with the owner?

6. Would a full-time CFO be more than you want to pay right now, but you still need senior finance input?

Ready to talk it through?

If two or more of those sound familiar, a complimentary conversation is the next step. Confidential, no obligation.

Let’s Talk