Is your business growing with intention and purpose? Or are you facing challenges?
With a fractional CFO, the stress of planning doesn’t have to fall on just you.
We understand the journey you’ve taken as a growth-minded business owner. You’ve invested years of hard work, navigating the ups and downs, and experienced the gratifying moments of triumph. You’ve built a successful business, but deep down, you know there’s more to be achieved.
- Cash flow is constantly keeping you up at night
- You can’t see past your nose when it comes to your financial position
- You don’t know if your structure can sustain the growth your experiencing
Backbone CFO is committed to delivering
exceptional financial clarity for
growth-minded business owners like yourself.
We focus on key areas of your business finances
to equip you with the strategic insights and guidance
needed to propel your business forward
with unwavering confidence.
Core Fractional CFO Scope
Strategy Session
- Monthly 90-minute meeting
- Executive-level leadership, strategy, and decision-making
- Focus on profitability, cash flow, and growth
- Set goals and create authentic accountability
Financial Review & Analysis
- Profit & Loss
- Balance Sheet
- Statement of Cash Flows
- Analyze trends, variances, and outliers to help make better decisions
Cash Flow & Projections
- Create visibility into future cash inflows and outflows
- Develop financial projections to see future impact of business decisions
- Move from reactionary to proactive financial leadership
Goal Setting
- Identify personal and business goals
- Create milestones to big picture targets
- Create solutions to bridge the gap between dreams and fears
Sync Calls
- 30-minute bi-weekly touch points
- Answer top-of-mind questions
- Open communication leads to quick wins
Add-On Projects & Solutions
Capital Sourcing & Financing Support
- Financial and risk assessment
- Lender evaluation
- Lender request support – including financial statements and projections
- Loan structuring and negotiation support
M&A Advisory & Pre-due diligence
- Review: Assess transaction aspects (legal, financial, operational, commercial). Identify risks, liabilities, and synergies
- Financing: Secure funding, collaborate with lenders for suitable arrangements
- Negotiation: Determine deal terms, including price and conditions
EOS – Fractional CFO
- Running your business on the Entrepreneurial Operating System (EOS)? As your Fractional CFO we can support you in your L-10s, Quarterly Rocks, Check-ins and overall strategic planning
QuickBooks Online Setup
- Start a new QuickBooks Online profile from scratch or convert your QuickBooks Desktop file to QBO
- Setup a custom chart of accounts
- Connect bank feeds and ensure starting balances are correct
Bookkeeping Catch Up & Clean Up
- Behind on your books? Was your previous bookkeeper a mess? We can help!
- Categorization, Reconciliations, adjustments, and accruals
Bill.com Setup & QBO Integration
- Never cut another check again!
- Setup & sync your Bill.com account to your QBO for fast and secure bill pay
Expensify Setup & QBO Integration
- Stop saving your receipts!
- Setup & sync your expensify account to your QBO for expense and credit card reporting
