Your own CFO team,
without the CFO salary.
An independent senior finance team that owns your numbers — board packs, forecasts, cash runway and the decisions that follow. Scoped to your business, quoted to your needs.
30 minutes, no obligation — you'll leave with a clear quote for your scope.
Monthly CFO Report
Prepared by your CFO team
Revenue
$284.5K
Net Margin
15.0%
Runway
8.2 mo
CFO Commentary
Margin expanded on the new pricing tier. Runway is healthy — reinvest the Q3 surplus into the planned sales hire.
Senior-led
Every engagement run by a senior CFO — never juniors
Days
To get started — not months of onboarding
Custom
Scope and quote built around your requirements
Zero
Long-term lock-ins — monthly engagements only
You've outgrown bookkeeping.
You're not ready for a full-time CFO.
That gap is exactly where most growing businesses stall — and exactly what we're built for.
You only discover cash problems when they're already urgent
Investor or board updates take a week of spreadsheet archaeology
Pricing is decided by gut feel, not margin data
You can't confidently answer “how many months of runway do we have?”
Revenue keeps growing but profit doesn't — and you're not sure why
Your accountant tells you what happened; nobody tells you what to do next
Ticking two or more of these? That's worth a 30-minute conversation.
The finance function, run for you
Everything a full-time CFO would own — delivered by a senior team, scoped to what your business actually needs.
Board & investor reporting
Investor-grade monthly packs with CFO commentary — so board meetings run on insight, not spreadsheet archaeology.
Budgeting & forecasting
Rolling forecasts, budget vs actuals and scenario planning (base, bull, bear) so you see where the numbers are heading.
Cash flow & runway
Cash visibility, runway tracking and collections strategy that surface problems months before they become urgent.
Pricing & profitability
Client, product and service-line margins analysed so you double down on what actually makes money.
Fundraising support
Financial models, data rooms and metrics that stand up to investor due diligence — with a CFO in the room.
A partner on call
A senior finance mind to pressure-test pricing, hiring and spending decisions — between the scheduled reviews.
Three ways to get a CFO
Hire full-time, engage a traditional consultant, or get a senior CFO team scoped to your needs.
Full-time CFO | Traditional consultant | CFO Dashboard Advisory | |
|---|---|---|---|
Cost structure | Six-figure salary, equity & benefits | Hourly billing — the meter is always running | Flat monthly retainer, quoted to your scope |
Time to start | 3–6 months to recruit | Weeks of onboarding | Days — we start with what you have |
Scope | One fixed role, whether you need it or not | Rigid contract scope | Built around your requirements, adjusts as you grow |
Commitment | Permanent hire | Quarterly+ contracts | Monthly — adjust or pause anytime |
Live in days, not months
No months-long onboarding. We scope on the first call and your CFO builds the rhythm from there.
Discovery & scoping
We understand your business, your systems and your pain points — then agree a scope and send you a tailored quote.
Financial diagnostic
Your CFO runs a full health check — margins, cash, runway, risks — and agrees the priorities with you.
First board pack & review
Your first investor-grade monthly pack lands, followed by a working session on what the numbers mean.
A steady CFO rhythm
Monthly packs, forecasts and review calls become a dependable cadence — with your CFO on call in between.
Held to the standard a board would expect
Senior finance leaders only
Engagements are led by experienced finance professionals with UAE & GCC operating experience — never juniors learning on your books.
Nothing happens in the dark
Every model, report and assumption is shared with you and walked through together. No black boxes, no locked spreadsheets.
Confidential by default
NDAs as standard, least-privilege access to your systems, and your financial information is never shared with anyone.
We work with your accountant
Your accountant keeps you compliant; we add the forward-looking layer. We complement your existing team, not replace it.
Built around your requirements
No fixed price list — every business is different. Tell us what you need and we'll quote a flat monthly retainer for exactly that scope.
Advisory Lite
Expert eyes on your numbers, every month.
Best for: founders who want clarity and a sounding board without a heavy engagement.
- Monthly financial pack + CFO commentary
- 1 review call per month
- Email support between calls
- Financial health monitoring
Fractional CFO
A CFO who owns the numbers with you.
Best for: growing SMBs that need forecasting, board reporting and a real finance partner.
- Everything in Advisory Lite
- Budgeting, forecasting & cash planning
- Bi-weekly working sessions
- Board & investor reporting
- Pricing & profitability deep-dives
Fundraise & Scale
Full firepower for a raise or a scale-up.
Best for: companies heading into a funding round, M&A or rapid expansion.
- Everything in Fractional CFO
- Fundraising model & data room
- Investor-ready metrics & KPIs
- Weekly cadence + on-demand access
- Hiring & finance-function build-out
Every quote is a flat monthly retainer — no hourly billing, no hidden fees. Not sure which fits? We'll recommend the lightest engagement that solves your problem.
Run your books on Zoho Books?
Our advisory service works with any accounting system. But if you're on Zoho Books, you can also explore CFO Dashboard — our self-serve analytics platform with live P&L, cash flow and 30+ metrics.
Questions, answered.
A senior finance leader who works with you part-time — typically a few days a month — for a fraction of the cost of a full-time hire. You get CFO-level strategy without the six-figure salary, equity and recruiting timeline.
Let's put a CFO
behind your numbers.
A free 30-minute discovery call — no pitch deck required, and you'll leave with a tailored quote for your scope.
Book a discovery callOr email Connect@cfodashboard.io
What happens on the call
- 1
We listen — your business, your numbers, what's keeping you up at night.
- 2
We review your current finance setup and where the gaps are.
- 3
You get an honest recommendation and a tailored quote — or a straight “we're not the right fit.”