Fractional CFO Services Quote

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Fractional CFO Quote

Request A Fractional CFO Quote

Get CFO-level finance support for cash control, management reporting, FP&A, lender-ready numbers, working capital discipline, and better financial decision support.

Monthly engagements range from USD 5,000 to USD 25,000 depending on scope, reporting cadence, debt exposure, entity structure, finance team maturity, and transaction pressure.

Cash flow forecasting, liquidity planning, and working capital control
Management accounts, FP&A, margin analysis, and board reporting
Lender packs, covenant tracking, DSCR monitoring, and transaction readiness

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Built For Companies That Need Finance Outputs Management Can Use

The service is shaped by private credit, asset-based lending, trade finance, acquisition finance, Commercial Real Estate debt, project finance, and structured credit work. The focus is on numbers that lenders, investors, buyers, and boards test during real decisions: liquidity runway, debt service capacity, gross margin integrity, working capital quality, covenant headroom, collateral coverage, and cash conversion.

Cash Control

13-week cash flow forecasting, receipts planning, AP discipline, payroll timing, debt service visibility, and working capital pressure review.

Reporting Discipline

Management accounts, KPI dashboards, budget variance, gross margin bridge, board packs, and decision-ready monthly reporting.

Lender Readiness

Borrowing base inputs, DSCR tracking, covenant calculations, lender update packs, refinancing support, and transaction preparation.

Staffing may include a senior CFO lead, FP&A analyst, controller-level support, and debt or treasury support depending on scope. Routine bookkeeping, tax filing, audit, and statutory accounting remain with the client’s accountant or licensed provider.

Corporate finance, structured finance, and fractional CFO advisory services are provided on a mandate basis. Tax filings, statutory audit, legal opinions, regulated accounting work, and regulated investment services should be handled by appropriately licensed professionals where required.

About Financely

We Provide Private Credit Trade and Project Finance Advisory for Sponsors and Borrowers

Financely is an independent capital adviser focused on trade finance, project finance, Commercial Real Estate, and M&A funding. We structure, underwrite, and place transactions through regulated partners across banks, funds, and insurers. Engagements are best-efforts, not a commitment to lend, and remain subject to KYC, AML, and approvals.

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