CFO Support Services · Built for What Comes Next
CFO Services for Strategic Businesses
You searched for a fractional CFO because your financials aren't helping you run the business. Basis 365 provides the accounting side of what a CFO handles: budgeting, forecasting, cash flow management, and KPI reporting, built into your outsourced accounting team.
There's Accounting. And Then There's Accounting That Drives What's Next.
Most people searching for a fractional CFO are really looking for the accounting side of what a CFO does. That is exactly what Basis 365 provides: forecasting, budgeting, cash management, and KPI reporting that turns your accounting into a decision-making tool. We build the budgets, run the forecasts, and produce the reporting your leadership team needs to make better decisions every month.
Most businesses well below the size that justifies a full-time CFO still need the work a CFO does on the accounting side. Budgets, forecasts, cash management, KPI reporting. That is what we provide, at a fraction of the cost, built into a team that knows your business and shows up every month.
We also work alongside existing CFOs. It is common for a fractional CFO to bring us in to own the accounting side of their role so they can stay focused on strategy.
Without CFO Support
With CFO Support
Sound Familiar?
Our CFO support customers tend to come from one of these places.
Your accountant closes the books but nobody tells you what to do next
The month-end report shows up and then sits there. Nobody is telling you what the numbers mean or what to do about them. The data exists. The insight doesn't.
Cash flow is unpredictable and you can't see far enough ahead
You're reacting to what already happened instead of managing what's coming. Without a forward-looking cash view, every quarter feels like a surprise waiting to happen.
You're making big calls without financial models to test them
Hiring, pricing, new service lines. You're committing to decisions without running the numbers first. The cost of a bad call keeps getting higher as the business grows.
Your financials should drive action, not just describe it
Trends, variances, and performance against plan should be telling you what to do every month, not sitting in a report nobody reads. Accounting should be tactical, not just historical.
What Fractional CFO Support Services Includes
The accounting and financial reporting work that drives decisions, built into your outsourced accounting team.
Cash Flow & Forecasting
- ✓13-week cash flow forecasting
- ✓Scenario modeling (base, best, worst case)
- ✓Cash runway awareness and planning
- ✓DSO and DPO monitoring and recommendations
- ✓Seasonal cash planning
- ✓Cash position included in monthly reporting package
Budgeting & Planning
- ✓Annual operating budget development
- ✓Budget vs. actual monthly reporting
- ✓Variance analysis with management commentary
- ✓Reforecasting as conditions change
- ✓12-month integrated financial model (P&L, balance sheet, cash flow)
- ✓Headcount and compensation planning support
KPI Reporting & Dashboards
- ✓KPI identification and definition
- ✓Monthly financial dashboard builds
- ✓Revenue and margin trend analysis
- ✓Performance reporting against plan
- ✓Board and investor reporting packages
- ✓Lender covenant reporting support
Financial Infrastructure
- ✓Month-end close management and oversight
- ✓Accrual accounting, properly applied
- ✓Revenue recognition review and setup
- ✓Chart of accounts optimization
- ✓Audit-ready financials and due diligence support
- ✓CPA coordination
Your Financials Should Be Driving the Business
CFO-level financial support changes what you can see, what you can plan, and what you can do.
Stop Flying Blind on Cash
A 13-week cash forecast and rolling projections mean cash surprises become a thing of the past. You know what's coming before it arrives.
Make Decisions With Confidence
Budgets and scenarios let you model decisions before you make them. Hiring, pricing, new service lines: run the numbers first.
Know Your Real Profitability
Most businesses know their revenue. Fewer know whether they are actually making money once all costs are accounted for. We surface where the business is winning and where it needs attention.
Reporting That Satisfies Stakeholders
Lenders, investors, and boards get consistent, professional reporting packages every month. No scrambling before meetings.
A Team That Thinks Ahead
Your Basis 365 team doesn't just close the books. They flag trends, surface variances, and help you interpret what the numbers mean.
Fixed Pricing, No Surprises
We scope your business and set a fixed monthly price. No hourly billing, no surprise invoices. Just a predictable cost for a function that runs reliably every month.
Guided by Our P-R-O-F-I-T Approach™
CFO Support Services are built on the same methodology we use across every engagement. Our P-R-O-F-I-T Approach connects reporting, relationships, and financial operations into a single function for your business.
Frequently Asked Questions
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A fractional CFO is a senior finance executive who works with a company on a part-time or contract basis. The role traditionally covers capital strategy, investor relations, M&A, banking, and budgeting.
For most growing small businesses, the full scope is more than they need. What they actually need is the accounting and financial reporting side: cash forecasting, budgeting, KPIs, and monthly management reporting. That is what Basis 365 CFO Support Services provides.
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Controller Services focuses on owning and managing the accounting function: internal controls, process, compliance, close management, and financial statement accuracy.
CFO Support Services extends that into forward-looking financial work: budgeting, forecasting, cash flow modeling, KPI reporting, and stakeholder reporting packages.
Controller is about the integrity of your numbers. CFO Support is about using those numbers to plan and make decisions.
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The question isn't really CFO versus outsourced accounting — it's about what level of financial support your business needs right now.
Outsourced accounting covers the full function: bookkeeping, management accounting, controller oversight, and CFO-level work like budgeting and forecasting.
Every business gets a calibrated mix of those depending on their size, complexity, and stage. A business at $2M needs different things than one at $8M, but both benefit from forward-looking financial work.
If you're wondering whether you need a fractional CFO specifically, the answer for most growing businesses is that you need the accounting-side of what a CFO does, which is exactly what we provide as part of your outsourced accounting team.
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Basis 365 provides CFO-level financial support as part of our outsourced accounting plans, not as a standalone hourly engagement. You get budgeting, forecasting, cash flow management, and KPI reporting included in a predictable monthly fee rather than paying CFO rates for individual projects. Exact pricing depends on your business size, complexity, and which services are needed.
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Yes, and this is a common engagement for us. Many businesses have a fractional CFO or finance leader who needs a strong accounting team behind them. We handle the accounting infrastructure: close management, month-end reporting, accruals, variance analysis, and financial statement preparation, so the CFO can focus on strategy. We work as a partner to your CFO, not a replacement.
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CFO Support Services become most valuable when business complexity makes it hard to understand what is really driving the numbers and what to do about them. When cash timing gets unpredictable, growth initiatives require real planning, and gut feel stops being enough, that is when forward-looking financial support stops being optional.
As Your Business Grows, So Does Your Accounting
CFO Support Services is the highest tier of what we do. Here is how the full accounting journey looks.
Ready for Financials That Actually Help You Run the Business?
Let's talk about where you are, what you're trying to see, and whether our CFO Support Services are the right fit. No obligation, no pressure.