Fractional CFO

Definition:
A Fractional CFO (Chief Financial Officer) is a highly experienced finance professional who works with businesses on a part-time, contract, or project basis. Instead of hiring a full-time CFO, smaller businesses can “share” one—getting expert strategic guidance without the full-time salary.

They help business owners understand their financials, plan for growth, improve cash flow, and make confident decisions.

What Does a Fractional CFO Do?
Fractional CFOs go beyond bookkeeping or compliance—they take a big-picture view of the business and offer strategic financial leadership. Typical responsibilities include:

  • Forecasting and budgeting
  • Cash flow analysis
  • Financial reporting and insights
  • Fundraising or investor support
  • Profitability and cost analysis
  • Advising on business growth, pricing, or restructuring

They’re often brought in when a business is scaling, facing financial challenges, or preparing for investment or acquisition.

Why Businesses Choose a Fractional CFO
Hiring a CFO full-time isn’t always realistic for smaller businesses. A fractional CFO gives them access to the same level of expertise—but only when they need it.

The benefits include:

  • Strategic financial guidance without the overhead
  • Flexible engagement—weekly check-ins, monthly reviews, or project-based work
  • A fresh, outside perspective on the numbers
  • Help building better internal systems and reports
  • More time for founders to focus on operations or sales

How Tidyflow Supports Fractional CFOs
Whether you're a firm offering CFO services or a business working with one, Tidyflow helps keep everything streamlined:

  • Centralise tasks and documents: Keep financial reports, forecasts, and KPIs organised and accessible
  • Collaborate easily: Assign tasks, share comments, and manage approvals between the CFO, internal team, and stakeholders
  • Build repeatable workflows: Set up regular monthly reporting, board packs, or cash flow reviews
  • Track client deliverables: Know what’s done, what’s due, and what’s waiting on input
  • Add engagement letters and e-signatures to formalise the arrangement quickly and professionally

Conclusion
A fractional CFO can be a game-changer for growing businesses. With Tidyflow supporting the background processes, document flows, and team collaboration, they can focus less on chasing admin and more on driving results.

Start simplifying your firm's work today.