Resources

 A fractional CFO is a part-time financial expert who provides strategic guidance without the cost of a full-time hire. They help with planning, cash flow, forecasting, and growth support. 

 We start by learning about your business, reviewing your systems, and setting priorities. From there, we create a clear plan so we can quickly begin adding value. 

 You’ll receive an engagement letter outlining the scope of work, services included, and expectations—so everything is clear from the start. 

An accounting method where revenue and expenses are recorded when earned or incurred, not when cash changes hands. 

The predictable yearly revenue from subscriptions or contracts, often used in SaaS businesses. 

The sales level where total revenue equals total costs, resulting in zero profit or loss. 

A measure of capital efficiency, showing how much cash a company burns to generate each dollar of new ARR. 

The average cost of acquiring a new customer, including marketing and sales expenses. 

The average annual growth rate of an investment or revenue over a period.  

Funds spent on acquiring, upgrading, or maintaining physical assets like property or equipment.  

The amount of cash a company spends per month to cover operating expenses.  

The percentage of customers or revenue lost during a specific period. 

Payments received for goods or services not yet delivered, recorded as a liability.  

Reduction in ownership percentage when new shares are issued. 

A measure of operating performance that excludes non-cash and financing expenses. 

Standard accounting rules and practices followed in the U.S. 

Revenue minus the cost of goods sold (COGS), expressed as a percentage of revenue. 

Global accounting standards used outside the U.S.  

A measurable metric used to track business performance and success.  

The total revenue a business expects from a customer over the entire relationship.  

The predictable monthly subscription or contract revenue. 

Ongoing costs of running the business, such as salaries, rent, and utilities. 

Net income divided by revenue, expressed as a percentage. 

The accounting principle defining when revenue should be recorded on the books. 

The amount of time (usually in months) a company can operate before needing more funding, based on cash burn. 

The estimated worth of a company, often determined during fundraising or M&A. 

Current assets minus current liabilities, showing short-term liquidity.  

The value of unfinished goods or services in production, tracked as an asset on the balance sheet.