Strategic finance leadership for what comes next.
Growth decisions — hiring, pricing, a new location, financing — deserve more than a gut feeling. A Sumday fractional CFO engagement brings senior financial perspective to your leadership team part-time: forecasting cash, testing scenarios and helping you make confident, well-informed decisions.
What’s included
Fractional CFO, done properly.
Cash-flow forecasting
A rolling forecast of cash so you can see constraints and opportunities in advance.
Scenario planning
Modeling hiring, pricing, expansion or investment decisions before you commit.
Unit economics
Understanding margin by service, product, channel or location.
Financing preparation
Preparing the financial information lenders or investors typically request.
Leadership meetings
Regular financial reviews with you and your leadership team.
Strategic projects
Support for specific initiatives such as pricing changes, acquisitions or new business lines.
A good fit for
Is this right for you?
- Owners facing a significant growth decision
- Businesses that are profitable but often short on cash
- Leadership teams that want an experienced finance voice in the room
What you receive
Agreed deliverables, confirmed in your scope before work begins.
- Rolling cash-flow forecast
- Scenario models for key decisions
- Monthly or quarterly leadership review
- Financing materials where scoped
How it works
A clear, steady process.
Discover
We learn your goals, constraints and the decisions ahead.
Scope
A written proposal sets priorities, cadence, deliverables and fees.
Advise
Ongoing forecasting, analysis and leadership support against those priorities.
Scope & professional boundaries
Fractional CFO services are business advisory engagements, scoped and quoted after a consultation. They are not investment, legal, securities or tax advice, and Sumday does not arrange or broker financing.
Questions
Frequently asked.
What is the difference between a controller and a CFO?
A controller focuses on accuracy and control of what has happened. A CFO focuses on planning and decisions about what happens next. Many growing businesses need a little of both.
Do I need Sumday bookkeeping to work with a fractional CFO?
It is not required, but reliable books make forecasting far more useful. We assess your current books first.
Is this a long-term commitment?
Engagements can be ongoing or project-based. Terms are defined in your proposal.
Let’s talk
Start with a scoping conversation.
Advisory engagements begin with a consultation. We’ll learn about your goals, then prepare a written proposal with scope, cadence, deliverables and fees.
Related services
Works well alongside.
Financial Planning & Analysis
Budgets, forecasts and variance analysis that turn your books into a plan.
Learn more AdvisoryFractional Controller
Close oversight, internal controls and accounting operations leadership, part-time.
Learn more Add-onFinancial Dashboards
Clear dashboards built on your reconciled books, focused on the numbers you use.
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