Instantly - a CFO, ready to go.
Finance expertise on your team in the fastest, most cost-effective, lowest-risk way.
"Lauren has been so amazing to work with. She takes a wonderful approach to consulting where I feel like I have a true partner in the business. Lauren is straightforward and her tailored approach allowed her work to grow and evolve alongside our team."
David Sitt, CEO @ShipEssential
Do you feel like you're running your business blind?
Imagine having confidence in every business decision you make.
That's what it feels like to work with an experienced Fractional CFO.
What you get:
Calls to unlock key insights and answers, plus monthly manpower to support financial reporting and management. Example projects:
High-Level Business Strategy
Managing Accounting Teams
Fundraising Planning
FP&A & Reports
Company Goals & OKRs
Hiring
Who it’s for:
FracCFO isn't right for every startup, but it might be right for you if:
You run a business with 3 or more employees
You don't have a full-time CFO you trust
Your lack of financial experience is holding your business back
You feel frustrated with Accountants not giving you what you need to grow
How it Works:
PHASE 1 - Discovery
➤ CFO Diagnostic
Is this you?
"What the HECK is wrong with my business, and how do I fix it?"
“I want help, but I don't even know who to hire!”
“I feel CRAZY. I just want someone to give me a straightforward answer!”
What if you had absolute clarity? What if you had a tactical step-by-step roadmap to business success built specifically for your team?
If this sounds like you, you may need a CFO Diagnostic.
Also known as The Magic Wand Project to clients who've tried it, a CFO Diagnostic is a lightning-fast, surprisingly affordable deep-dive into the guts of your business resulting in a detailed how-to guide on the top 5-7 steps your business needs to 1) grow and 2) stop making you insane.
This isn't a stupid "10 Things Every Startup Needs" list.
It's a DEEP analysis with a customized prescription.
My team will review your entire business, interview key employees, and produce a detailed battle plan for fixing your startup and putting you on the fast track to a company that runs and grows effortlessly.
CFO Diagnostic - The Details:
An exploratory project resulting in a roadmap of the highest-value priorities and next steps in your growing business. The report is 100% portable; It’s a Next-Steps guide for me, another consultant, or your own team.
Start with a data exchange - you provide access to all relevant people, systems, processes, and software
My team will spend ~10 hours reviewing:
High-level processes of your organization
Interview 2 key employees of your choice
I’ll deliver a full report with a read-out call that describes:
Opportunities for improvement or growth
Gaps in current operations and severity
Key next steps for each high-priority improvement or change
➤ Outsourced CFO
Onboard a part-time or temp CFO who will work alongside your team to accomplish your business goals
You get dedicated CFO services for 1/2-2 days per week
Includes weekly expert check-ins and guidance for prioritizing work that will fast-track your business
Time can be used for any financial, strategic, or operational tasks you’d expect from a startup CFO
➤ Project-Focused CFO Support
Focused dedication to a CFO project of your choice, or that we discover during a Diagnostic. Project examples:
Goal Keeper OKR Support
M&A or Fundraising Support
Hiring Helper
Emergency CFO
Vendor Negotiations
Go-To-Market Strategy
➤ CFO Advisory Package
Monthly subscription to ongoing CFO advisory to get best practices, guidance, accountability, and resources.
Includes pre-session discovery survey, up to 4 sessions per month, and ongoing expert access via email
Sessions are fully customized to maximize business value
Top benefits clients report are:
Consistent guidance provides a clear path to startup success
Accountability and expertise to clear blockers accelerate growth and progress
Peace of mind - Expert coaching is a safe space to make ambitious, smart plans
➤ One-Off CFO Advisory Sessions
Same as the weekly package but at your own pace. Book an advisory power hour where we can deep-dive into a problem you’re facing now!
PHASE 2 - Implementation
Not ready to work together? No problem.
The best way to test-drive working with me is to sign up for my daily newsletter, The Daily CFO.