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Two tracks. One firm.

The Banker Package.

The Fractional CFO Seat.

The Fractional CFO Seat.

Two people collaborating over documents and laptops at a wooden desk.

 Month-end financials your banker will actually read, with a one-page cover that tells the story behind the numbers. Trailing-12 P&L, balance sheet with covenant lines highlighted, cash flow, AR aging, AP aging, and the three supporting schedules bankers look for first. 

The Fractional CFO Seat.

The Fractional CFO Seat.

The Fractional CFO Seat.

A diverse group of people joining hands in a circle on a tiled floor.

 A senior set of eyes on cash, margin, and the next ninety days. Recurring monthly engagement: I sit in your seat for the finance function, run the cadence, own the close, prepare the package, attend the banker call, and tell you the thing your team will not. 

Capital Readiness Review.

Capital Readiness Review.

Capital Readiness Review.

Person working on a laptop at a wooden table with a coffee mug.

 Two-week sprint to assemble the package a lender, investor, or future buyer would expect. You walk away with the financials, the supporting schedules, the narrative, and a punch list of the three things to fix before the conversation. 

KPI and Dashboard Setup.

Capital Readiness Review.

Capital Readiness Review.

Businessman reviewing documents with coffee at a desk.

 The five numbers you should look at every Monday morning before you do anything else. Built once, automated, taught to your team. 

  • Services
  • Career Coaching
  • Personal Finance
  • CFO & Controllership
  • The Bednar Blog

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