Financial advice

Key attributes are: Interim full-timeSometimes confused with fractional; however, similar in that relationship is 1099 (not W2)Lends itself to full CFO job description AND Officer authority, covered by client E&O insuranceInterim part-time (full-time temporary successor)A fractional flavor given it is NOT full-timeOften about 12-20 hours per week,Usually consistent scheduling – three (3) to five (5) …

How – A. Firms and Individuals Vary, B. Scope Approach Varies, C. Time Commitment Approach Varies Read More »

Independent seasoned CFOs Most likely advantages for seasoned strategic advisory impact May or may not offer cost-effective implementation leadership/managementIndependent Controllers or Financial Planning & Analysis (FPA) professionals expressing CFO capabilities Might be sufficient and lower cost for less complex situations Might be more challenging to find qualified 1099 resourcesNational/Regional/Local firms consisting exclusively of CFOs Might …

Who – Pros and Cons: Summary Read More »

Key attributes are: What – CFO leadership and/or services impact What – CFO leadership and/or services scope

LinkedIn algorithms have flooded me with postings with the key words Fractional CFO.I pray the professional advisors who recommend Fractional CFOs to their clients will not be fooled by those who sound likethey can talk the talk; however, have not or rarely walked the walk. Why it Matters:Fundamental principles to assess cost/benefit fit include:a. Impact …

Myths and Truth about Fractional CFOs – Why it Matters Read More »