Fractional CFO Services

The Insights You Need for a More Profitable Future

Forward-Looking Fractional CFO Services for Advanced Financial Reporting, Strategic Planning and Forecasting

  • Strategic planning
  • Expert financial guidance and strategy
  • KPI design – financial and operational scorecard
  • Financial projection modeling budget building
  • Employee compensation analysis
  • Credit facility guidance
  • Risk mitigation and compliance
  • Internal control implementation

Never Get Caught Short-Handed

Running short on cash is every business owner’s nightmare. Sleep tight knowing that our CFO team has prepared a custom KPI package specifically for your business. These KPIs arm you with important metrics so you can enjoy complete budget and cash flow control.

Identify challenges associated with peak and off-peak seasons, employee hiring needs, fluctuating customer demand and supply chain issues, and more with our regular financial guidance from an experienced CFO.

Learn to Love Your Numbers

Our financial experts are real people who know how to make the complex world of advanced financial planning, forecasting, and strategy easy for you. All of our reporting is straightforward and uncomplicated, so as a busy business owner, you can understand it at a glance.

We start from your level of financial understanding and explain your business’s financials in terms you can understand to reduce your anxiety about your numbers. You will be working with a PlotPath team member who matches your working and communication style, so you’ll have fun and learn to love your numbers.

Dallas Entrepreneur Center Case Study

The Dallas Entrepreneur Center is a 501c3 nonprofit organization that helps entrepreneurs start, build, and grow their businesses. Through a number of innovation hubs across North Texas, The DEC Network provides access to expert education, knowledgeable mentors, and a vibrant and like-minded community of entrepreneurs.