Outsourced Fractional CFO
Audit-ready books for your next raise. Operational efficiency that yields real savings. Cash, runway, and forecasting handled with senior judgment. The Excel model your analyst wants and the dashboards your CEO actually uses.
Why founders hire a Fractional CFO
1.
Books that survive PE diligence, an investment raise, an IRS inquiry, and your accounting team's review. Clean enough that nothing about the financials is what kills the deal.
2.
Senior eyes on every line, surfacing where you can reduce COGS without impacting quality, where spend is creeping, and what's actually driving margins. Savings identified usually cover our service fee very quickly.
3.
Cash runway, burn rate, scenario modeling, forecasting. The picture of where the business is heading. Six, twelve, eighteen months out. Refreshed continuously, not assembled in a panic.
What we do
Monthly packages and quarterly decks generated from one source of truth. Narrative, KPIs, and risk, partner-reviewed before they ship.
Driver-based P&L, balance sheet, and cash flow. Live, auditable, and ready for the next investment committee.
Data rooms, diligence, term-sheet schedules, lender memos. Produced from the same canonical books your CFO closes on.
A senior CFO involved in the decisions, not just the reporting. The same person, every cycle.
Month-end close run on a calendar, reconciliations tied out, and accounting policy applied consistently. The kind of rigor diligence expects.
Unit economics, cohort views, and margin diagnostics built on your actuals. Surfaced where the team can act on them, not buried in a static deck.
Day-to-day transaction coding, AP/AR hygiene, and bank-feed maintenance. The foundation everything else is built on, handled by the same team.
The operating layer behind every Fractional CFO engagement. Books, model, dashboards, and exports on one stack.
How we work
No two Fractional CFO engagements look the same. We start with standard pricing tiers and shape every engagement around your unique business needs. During the initial discovery call, we will jointly establish the reporting package, operating cadence, and support structure that fits your business.
Two-week diagnostic across your systems, books, and forecasts. We surface what's working, what's missed, and what level of engagement makes sense.
Create the model, establish the cadence, and generate the dashboards. Sized to your stage. Meet lender and board reporting requirements.
Your CFO seamlessly integrates into your communication ecosystem. Messaging systems, board prep, hiring conversations, and the late-night urgent calls when needed.
What you receive
Most platforms push you into one delivery format: either the complex Excel model your financial analyst wants to live in, or the pretty dashboards your CEO actually opens on a phone. Spero delivers both. Download the Excel model directly from your client portal; open the dashboards on the same login. Same source of truth, two surfaces, calibrated to who's reading.
| Cadence | Example Deliverable |
|---|---|
| Weekly | Cash & runway brief 13-week cash, runway, covenant headroom. |
| Monthly | Board package Narrative, KPIs, variance commentary, risk register. |
| Monthly | Three-statement model P&L, balance sheet, cash flow. Driver-based. |
| Quarterly | Strategic review Capital plan, scenario set, controls audit. |
| On demand | Lender & investor packages Diligence rooms, term-sheet schedules, IC memos. |
Exact deliverables and cadence are calibrated in discovery. The table above shows the most common shape of a Fractional CFO engagement. The exact scope, deliverables, and structure of every engagement are finalized together with you as the work gets underway.
Preparing for a raise, refinance, or first board, and need senior finance leadership now.
Schedule a Call → For Boards & OperatorsBridging a CFO transition, an acquisition, or independent oversight during a strategic process.
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