Senior financial leadership without a full-time hire. Evergreen helps you get control of cash flow, forecasting, reporting, and decision-making so you can run the business with confidence.
A fractional CFO is not another layer of reporting. It is leadership that turns your numbers into decisions. We focus on visibility, discipline, and momentum.
Key outcomes
- Clear cash position and forward view
- Forecasting you can rely on
- Better margins through pricing and cost control
- Board-ready reporting packs
- A consistent monthly financial cadence
What’s included
What you get with a fractional CFO
- Cash flow forecasting and scenario planning
- Profitability analysis by product, service, customer, or channel
- Budgeting and rolling forecasts
- Monthly management reporting with commentary and actions
- KPI selection and tracking aligned to your goals
- Financial decision support for hiring, expansion, pricing, and investment
- Board and stakeholder reporting support
- Coordination with your accountant and bookkeeper to keep data clean
How it works
How Evergreen works with you
Step 1: Diagnose (Weeks 1–2)
We review your current numbers, reporting, cash flow patterns, and decision points.
Step 2: Stabilise (Weeks 3–6)
We put a clean reporting pack in place and build a cash forecast that is actually usable.
Step 3: Improve (Weeks 7–12)
We focus on margins, pricing, cost control, and the decisions that move the business forward.
Step 4: Maintain and grow (Ongoing)
A monthly cadence keeps you in control, with quarterly planning and scenario refresh.
Who it’s for
Who benefits most
- Owners who want a forward view, not just compliance
- Teams growing fast and needing tighter financial control
- Associations and non-profits needing board-ready reporting
- Multi-entity structures needing clearer oversight
- Businesses preparing for funding, expansion, or a sale
FAQs
What does a fractional CFO actually do?
A fractional CFO provides senior financial leadership across forecasting, reporting, cash flow, and decision support, without the cost of a full-time executive.
How quickly will I see impact?
Most clients see early impact within the first month through better reporting and cash visibility, then stronger decision-making as forecasting and profitability work is implemented.
Do I still need an accountant and bookkeeper?
Yes. Your accountant and bookkeeper keep records accurate. The CFO layer turns the numbers into insight, direction, and accountability.
What does onboarding involve?
We start with a review of financials, systems, reporting, and priorities, then implement a monthly pack and forecasting process.
