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Financial Planning & Analysis with Fractional CFO | Accrulyn Financial ServicesFinancial Planning & Analysis with Fractional CFO - Accrulyn Financial Services
Fractional CFO Services

CFO-Level Strategy.
Without the CFO Salary.

Access C-suite financial leadership for a fraction of the full-time cost. Accrulyn's Fractional CFO service gives your business the strategic financial guidance it needs to scale, raise capital, and make confident decisions.

$200K+Saved vs. Full-Time CFO
3–5xFaster Decision Making
11+Years CFO Experience
24hrResponse Time

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Financial Assessment

No obligation. A senior CPA responds within 24 hours.

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Service Overview

Financial Planning & Analysis with Fractional CFO —
What We Do For You

A Chief Financial Officer changes everything for a growing business — the clarity, the strategy, the financial discipline. But a full-time CFO costs $200,000–$400,000 per year. Most businesses can’t justify that. With Accrulyn’s Fractional CFO service, you don’t have to.

We provide dedicated, senior CPA-level CFO expertise on a part-time engagement — giving you institutional-quality financial leadership at a fraction of the cost. From cash flow forecasting and KPI dashboards to board meeting preparation and fundraising support, we do everything a full-time CFO would do for your business.

Our Fractional CFOs work alongside your team as a genuine strategic partner — not a consultant who delivers a report and disappears. We attend meetings, drive decisions, and stay accountable to your growth goals throughout the engagement.

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📋 What's Included

  • Dedicated senior fractional CFO assigned
  • Monthly financial review & commentary
  • 12-month cash flow forecast & modelling
  • KPI dashboard design & monthly reporting
  • Annual budget preparation & variance analysis
  • Strategic financial planning sessions
  • Investor-ready financial statements & decks
  • Board meeting preparation & attendance
  • Fundraising financial support
  • Vendor & contract financial review
  • Banking & lender relationship support
  • Monthly CFO advisory call with founder
Tailored For You

CFO Solutions for Every Stage of Growth

Whether you're preparing for your first funding round, scaling aggressively, or navigating a complex financial restructure — our fractional CFO service is built for your exact situation.

Startup & Pre-Revenue CFO

Build investor-grade financial infrastructure from the start. We design your reporting systems, model your unit economics, and prepare the financial narrative for your first raise.

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Growth-Stage CFO

Scaling fast creates financial complexity. We bring the systems, forecasting, and strategic oversight to ensure growth doesn't outpace your financial controls.

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Fundraising & Investor Readiness

Preparing for a seed, Series A, or debt raise? We build your financial model, investor deck financials, data room, and due diligence package — then support you through the process.

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Board & Investor Reporting

Keep your board and investors informed with professional, consistent reporting packages. We prepare the materials and attend board meetings as your CFO representative.

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Cash Flow & Runway Management

For businesses navigating tight cash positions or rapid growth, we provide real-time visibility and proactive strategies to protect your runway and maintain financial health.

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M&A and Exit Preparation

Planning an acquisition or preparing your business for sale? We handle financial due diligence, normalisation of earnings, and all financial preparations for a clean transaction.

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Why It Matters

The Benefits of
Working With Accrulyn

Tangible, real-world results that show up in your business every month.

Save $150,000–$300,000 Annually

Get full CFO capability without the executive salary, benefits, and equity cost of a full-time hire — at a fraction of the investment.

Make Faster, Smarter Decisions

With a dedicated CFO driving your financial reporting and strategy, you stop making decisions in the dark and start acting with confidence and speed.

Attract and Retain Investors

Sophisticated, consistent investor reporting and a credible financial leader signal maturity to investors and lenders — improving your terms and your relationships.

Protect and Extend Your Runway

Proactive cash flow management and scenario modelling mean you always know how much runway you have and exactly what levers to pull.

Scale Financial Systems With Your Business

We build scalable financial infrastructure — reporting systems, budgeting processes, and controls — that grows with your business without breaking.

A Genuine Strategic Partner

We don't deliver reports and disappear. We attend meetings, drive decisions, and hold ourselves accountable to your growth outcomes.

Core Services

Core CFO Services Delivered Monthly

Every engagement includes these foundational elements — delivered with CPA-grade precision.

Financial Forecasting & Modelling

Rolling 12-month cash flow forecasts, scenario modelling, and sensitivity analysis so you always know what's ahead and can plan accordingly.

KPI Reporting & Dashboards

Custom dashboards tracking your most important metrics — revenue, margins, burn rate, CAC, LTV, and more — delivered monthly with executive commentary.

Budget Preparation & Variance Analysis

Annual budget development with monthly actuals vs. budget tracking and clear explanations of every significant variance.

Investor & Board Reporting

Professional, consistent investor update packages and board decks prepared and presented by your Fractional CFO every reporting period.

Cash Flow Management

Real-time cash position monitoring, 13-week cash flow forecasting, and proactive recommendations to protect liquidity and optimise working capital.

Strategic Advisory Sessions

Monthly one-on-one strategy sessions with the founder and leadership team — reviewing performance, discussing priorities, and driving financial decisions.

Service Packages

Choose Your Plan

Transparent, flat-rate pricing. No hidden fees. Cancel anytime.

Financial Planning & Analysis with Fractional CFO
Starter CFO
Entry-level CFO support for early-stage businesses — financial modelling, reporting setup, and monthly strategy. Up to 5 hours/month.
$ 1,500 /mo
  • Monthly financial review
  • Cash flow forecasting
  • KPI dashboard setup
  • Annual budget preparation
  • Monthly CFO strategy call
Get Started →

Free consultation included

Financial Planning & Analysis with Fractional CFO
Enterprise CFO
Dedicated fractional CFO for complex multi-entity organisations or pre-IPO businesses. Custom hours and SLA.
Contact Us
  • Everything in Growth CFO
  • Dedicated senior CFO
  • Multi-entity consolidation
  • Audit preparation support
  • Custom SLA & response time
  • On-site meetings available
Talk to a CPA →

Free consultation included

Need something different? View full pricing page →

Why Choose Us

The Accrulyn Difference —
What Sets Us Apart

Senior CPA-Level Expertise

Our Fractional CFOs are certified CPAs with deep experience in financial strategy, not generalist consultants. You get someone who has seen and solved real financial challenges.

Fully Embedded in Your Business

We don't operate from a distance. We join your calls, attend your board meetings, and integrate into your team as a genuine financial leader.

Right-Sized for Your Stage

Our CFO engagements are scoped to match your current stage and needs — starter support for early-stage businesses, full strategic leadership for growth-stage companies.

Available When You Need It

Your CFO doesn't disappear after the monthly call. We're reachable between sessions for urgent questions, critical decisions, and time-sensitive financial matters.

Built-In Accounting Coordination

As a full-service CPA firm, we coordinate your CFO strategy directly with your bookkeeping and tax teams — ensuring complete financial alignment across your business.

No Long-Term Lock-In

Our fractional engagements are month-to-month. We earn your continued partnership through results, not contractual obligation.

$1M+
In tax savings delivered to clients through proactive planning
98%
Client retention rate — our clients stay because results speak
24hr
Guaranteed response time across all service areas
Start With a Free Consultation →
Our Process

Up and Running in
4 Simple Steps

01

Free Consultation

We listen to your business challenges and goals — no pressure, no obligation.

02

Review & Assessment

We analyse your current financials, structure, and compliance posture.

03

Tailored Proposal

You receive a clear plan and flat-rate quote — no surprises, no hourly billing.

04

Onboard & Grow

We take over within days and provide ongoing support as your business scales.

Client Stories

What Our Clients Actually Say

"
★★★★★

"Accrulyn did everything before required deadlines and communication was excellent. I'll gladly use their services next time I need a CPA."

D
Dovydas Navickas
Cortip Inc.
"
★★★★★

"Working with Accrulyn was an absolute pleasure. They guided us through complex filings with ease and were very patient with all our questions."

A
Alexander Livian
ATRA Group
"
★★★★★

"I highly recommend Accrulyn for any tax needs. They went above and beyond filing two years of taxes with unending patience. Many thanks."

T
Tuomas Kuosmanen
Ventura Brands Oy
"
★★★★★

"Great working with Accrulyn. Management was very supportive and we're looking forward to working together for years to come."

B
Bruce & Kiki Green
Pivotal Care Partnership
FAQ

Frequently Asked
Questions

Everything you need to know before getting started.

A Fractional CFO provides the same strategic financial leadership as a full-time CFO — forecasting, reporting, investor relations, budgeting, and strategic advice — but on a part-time or project engagement basis at a fraction of the cost.
Your bookkeeper records what happened. Your accountant files returns. Your CFO drives what happens next — strategic planning, forecasting, fundraising, and executive financial decision-making. All three roles are complementary and distinct.
Depending on your engagement level, our Fractional CFOs dedicate 5–15+ hours per month to your business, including calls, reporting, analysis, and availability between sessions.
Often yes — especially if you're raising capital, managing burn rate, or making significant financial decisions. Early-stage businesses benefit enormously from structured financial thinking and investor-ready reporting from day one.
Absolutely. Fundraising support is one of our core Fractional CFO capabilities — including financial model construction, investor deck financials, data room preparation, and due diligence support throughout the process.
Yes. A dedicated senior CFO is assigned to your account and remains your consistent point of contact for the duration of the engagement.
Yes — board meeting preparation and attendance is included in our Growth CFO and Enterprise engagements, and available as an add-on for Starter engagements.
Our engagements are month-to-month with a recommended minimum of 3 months to allow meaningful work to be established. Most clients continue for 12+ months once they experience the value.
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Launch on a solid legal foundation with proper entity formation, licensing, and filings.

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Ready to Take Control
of Your Finances?

Join 200+ US businesses that trust Accrulyn for accounting, tax, and CFO services.

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