Free checklists, scope templates, rate guides, and onboarding playbooks for fractional CFO engagements. Used by finance leaders and growing companies alike.
Checklist for the expert: what a fractional CFO should gather, review, and establish in the first two weeks of any engagement.
Find a Fractional CFO Engagement →Step-by-step checklist for onboarding a fractional CFO — covering financial systems access, reporting cadence, and 30/60/90-day priorities.
Find a Fractional CFO →Market rate benchmarks and negotiation tactics for hiring a fractional CFO — hourly rates, retainer structures, and what drives price.
See CFO Rate Benchmarks →Ready-to-use scope of work template for fractional CFO engagements — defines deliverables, hours, reporting lines, and success metrics.
Find a Fractional CFO →Use this free tool alongside your templates to accelerate the engagement.