Fractional Executives · CFO

A CFO who turns the books into decisions.

Senior financial leadership embedded in your leadership team one to two days a week. Cash, the forecast, margin by client, pricing, and a plan the financials can actually pay for.

Book a 15-minute call

What your fractional CFO owns

Sits above your bookkeeper and accountant, and turns what they produce into what you decide.

  • The monthly close, read and explained to the leadership team by the fifteenth
  • A rolling forecast and a thirteen-week cash view, reforecast monthly against actuals
  • Margin by client, job, or product line, so you know what actually makes money
  • Pricing, hiring, and capital decisions run through the model before they are made
Financial planning materials on the desk
Is This You

Signs you need one

The books close late, or not at all

Numbers you see in March about January are history, not management.

Big decisions run on gut

Hires, price changes, and new locations get decided without a model that says whether you can afford them.

Profitable on paper, tight on cash

Revenue is up and the bank balance is not. Nobody can explain the gap in one sentence.

A loan, an investor, or a sale is coming

Lenders and buyers want a forecast, clean statements, and a leader who can defend both.

The First 90 Days

What happens before you decide to keep going

1

Days 1 to 30

Financial review: close process, chart of accounts, cash, margin by line. Identify the three numbers that will run the business.

2

Days 31 to 60

Monthly close on schedule. Rolling forecast and cash view built. First margin read by client or product, with the surprises named.

3

Days 61 to 90

Leadership team reviewing the numbers monthly and a weekly cash number on the scorecard. Pricing and hiring plan tested against the model.

Charles Antone
Who You'll Work With

Charles Antone

Senior Advisor · Fractional CFO

Charles is a senior advisor at Branch and leads our fractional CFO work, bringing finance leadership from inside growing companies to your leadership meeting.

1 to 2 days a weekFixed monthly retainerQuarter to quarter commitment
Questions We Hear a Lot

Straight answers

Do you replace our bookkeeper or accountant?
No. Your bookkeeper records, your accountant files, and your fractional CFO leads. Most companies keep both and finally get value from them.
Can you help us raise money or get a loan?
Yes. Forecast, statements, lender and investor packages, and someone in the room who can defend the numbers.
How is this different from a part-time controller?
A controller makes sure the numbers are right. A CFO makes sure the company is making the right decisions with them. You may need both; we'll tell you which.

Looking at the other seats? Compare all three fractional roles.

Know what the numbers are telling you.

Fifteen minutes with a Branch founder. Bring last month's P&L, or bring the fact that it isn't done yet.

Book a 15-minute call