A vague scope creates scope creep and billing disputes. This template defines exactly what your fractional CFO owns, what they don't own, and how success is measured — so both parties start aligned.
Engagement Overview
- Duration: [3 months / 6 months / ongoing]
- Commitment: [10 / 20 / 40] hours per month
- Reporting to: CEO / Board
- Start date: [DATE]
- Rate: $[X]/hour or $[Y]/month retainer
Core Deliverables
- Monthly financial package (P&L, balance sheet, cash flow statement)
- Board-ready financial deck (monthly or quarterly)
- Annual budget and quarterly reforecast
- 13-week rolling cash flow forecast
- Cap table and dilution analysis (if applicable)
Out of Scope
- Day-to-day bookkeeping and transaction categorization
- Payroll processing
- Tax return preparation (coordinate with CPA)
- HR and benefits administration
- Legal and contract review
Success Metrics
- Monthly close completed within 5 business days
- Cash runway forecast accurate to ±10%
- Board financial Q&A session under 15 minutes
- CFO review rating ≥ 4.5/5 at 90-day check-in
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