I will provide fractional cfo or controller services for monthly financial reporting
About this Gig
Get clarity, confidence, and control over your numbers.
I provide expert Fractional CFO and management accounting services for growing businesses that need more than basic bookkeeping.
If your sales are rising but cash flow feels tight, or your reports dont show the real story of your business, you're not alone. Most owners dont need a fulltime CFO they need clean reporting, clear insights, and a financial system they can rely on.
With 25+ years of experience across SaaS, ecommerce, service businesses, and multi-entity operations, I help you understand margins, cash flow, profitability, and the drivers behind your financial performance. I dont just review numbers I build the structure that makes them meaningful.
What I deliver:
- Management reporting packs (P&L, Balance Sheet, Cash Flow)
- Budgeting and forecasting you can actually use
- Cash flow systems and rolling models
- Profitability analysis by client, product, or service line
- KPI dashboards and visual reporting
- Financial health reviews to identify leaks and opportunities
Not seeing what you need? Send me a brief overview of your business - I'll tailor a solution to fit your needs.
Investment stage:
Other
Industry:
Business services & consulting
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Nonprofit
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Real estate
Target country:
Canada
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United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
My Portfolio
Other Accounting Services I Offer
FAQ
What is included in a financial review?
A clear look at how money flows in and out of your business, showing where you’re making money, where it’s being lost, and what can be improved.
What financial information will you need?
Typically, I will need recent financial statements, relevant budgets, cash flow information, and other reports related to your goals. Specific requirements will depend on your selected package.
Do you provide bookkeeping or accounting cleanup?
Routine bookkeeping, transaction entry, reconciliations, and accounting cleanup are not included in these packages. These services can be quoted separately.
Can I request a customized monthly Fractional CFO package?
Absolutely. Businesses have different financial management needs. Contact me before ordering to discuss your requirements, desired level of support, and a customized monthly quote.

