AI Agents: The Future of Bookkeeping Starts Here.
Fractional CFO services
Gain expert financial insights and planning tailored to your business goals — all without the cost of a full-time CFO.
.webp) .png)
No need to tackle tough financial decisions alone
From annual budget planning to cash flow management—we’ve got you covered.
Here are the core areas we support.
.webp)
Financial analysis & reporting
- Evaluate statements and financial health
- Track KPIs for insights
- Create custom reports and presentations
.webp)
Forecasting & financial planning
- Develop comprehensive financial plans
- Create detailed company and department budgets
- Identify growth opportunities
.avif)
Strategic growth planning
- Plot the growth trajectory of your business
- Explore new markets
- Assist with M&A, and capital investments
.webp)
Cash flow management
- Get in-depth cash flow analysis
- Identify potential bottlenecks
- Develop strategies to enhance cash flow efficiency
Your CFO partner, just a click away
Schedule a free consultation to explore how a Fractional CFO can help you reach your business goals faster.
.webp)
Are our fractional CFO services a good fit for your business?
At every stage of your business, our CFO services are here to support you.
You’re just starting out
We’ll help you lay the right foundation for business growth
Forecasting & budgeting
We’ll help you lay the right foundation for business growth
Business planning
Turns ideas into action plans
Funding strategy
Secures funding opportunities
Structure & processes
Streamlines financial management
You’re gaining traction
We’ll help you enhance and manage new business growth
Financial reporting
Delivers clear insights to track performance
Strategic planning
Drives impactful decisions for long-term growth
Cash flow management
Ensures steady funds for smooth operations
Financial strategy & fundraising
Builds plans to attract and secure capital
You’re scaling fast
We’ll help you accelerate and scale your business growth
Financial planning
Positions your business for scalable, future growth
Mergers & acquisitions
Executes seamless deals to unlock new opportunities
Risk management & compliance
Shields your business from risks
Investor relations & reporting
Keeps investors aligned with your vision and growth
FAQs
What is a Fractional CFO?
A fractional CFO (sometimes called an outsourced CFO or virtual CFO) is a financial professional who provides CFO services on a part-time or project basis. Think of them as freelance finance specialists who contract with your business and offer similar services to a regular CFO without long-term, full-time, often expensive commitments.
What is the difference between a Fractional CFO and Full-Time CFO?
A fractional CFO is a professional who works part-time or project-based for your business and gets paid per project or hours worked. This also means that fractional CFOs can choose to work for multiple clients simultaneously. However, fractional CFOs have often worked with various businesses and can bring a fresh perspective to your financial operations.
On the other hand, a full-time CFO is a professional who works for your business full-time and is available to work on your financial matters exclusively – this is one of the main advantages. Full-time CFOs are also paid an annual salary for their services and are eligible for company benefits. However, a full-time CFO salary averages $300,000 - $500,000 per year, which most early-stage startups can’t afford.
Should I look for a Fractional CFO that specializes in SaaS?
Yes, hiring a Fractional CFO who specializes in SaaS can be highly beneficial. They bring industry-specific expertise in financial metrics, business models, and growth strategies unique to SaaS, such as MRR, churn rate, and CAC. This expertise helps in scaling efficiently, managing cash flow, and securing funding.
What sets Zeni apart from other part-time CFO services?
Zeni is an all-in-one finance and accounting platform for startups that offers fractional CFO services. The main benefit of using Zeni’s fractional CFOs is that everything is in one place. Everyone has the information in one place and can communicate without messaging between companies.
Will Zeni help with board meeting prep and presentations?
Yes! Zeni's fractional CFO services include comprehensive support for board meeting preparation and presentations. Our experienced CFOs will assist in creating detailed financial reports, performance metrics, and strategic plans tailored for your board meetings.
They will ensure all necessary data is organized and presented clearly, helping you communicate effectively with your board members and stakeholders.