Virtual CFO Services
For founders who need CFO-level financial leadership without the cost of a full-time hire.
Fractional CFO Leadership
Fractional CFO support gives your team a recurring finance leadership cadence for capital allocation, board preparation, forecasting, and funding decisions without a full-time hire.
Is This You?
- You are making capital allocation decisions without a finance leader in the room to model the trade-offs.
- You are heading into a funding round and do not have a data room, investor reporting package, or diligence-ready financials.
- Your board wants a proper budget-vs-actual review each meeting and right now someone assembles it ad hoc.
What's Included
| Deliverable | Cadence | Format |
|---|---|---|
| Capital allocation strategy & planning | Quarterly | Working session + model |
| Budget vs. actual modeling | Monthly | Model + variance memo |
| Board meeting representation & materials | Per board meeting | Deck + live attendance |
| Funding round support (data room, investor reporting) | As needed during a raise | Data room + reporting package |
What's Not Included
- This is fractional financial leadership, not day-to-day bookkeeping or transaction entry (see Compliance-Ready Bookkeeping).
- We do not provide investment or securities advice, or make the fundraising decision on your behalf.
- This is not a full-time hire — hours and availability are scoped and agreed upfront.
How It Works
- 1
Onboarding & financial model review
We review your current financial model, cap table, and reporting setup. — Weeks 1-2
- 2
Cadence & hours agreed
We set a recurring cadence for strategic sessions, board prep, and ad hoc support based on your stage. — Week 2
- 3
First board cycle
You get your first board-ready reporting package and, if needed, live representation at the meeting. — First full board cycle
- 4
Ongoing strategic support
Capital allocation, budget-vs-actual, and fundraising support continue on the agreed cadence. — Ongoing
Credentials & Trust
Ledgify Solutions LLC
Walnut Ridge, AR 72476
+1 (870) 202-6004
info@ledgifysolutions.com
How We Protect Your Data
- Encryption
- AES-256 encryption for sensitive information, multi-layered and SOC2-aligned data storage
Pricing
Included within our published monthly plans
Fractional CFO support is scoped within our tiered monthly plans, from $80/month up to $1,199/month depending on volume and complexity, with custom retainers available for heavier fundraising or board support. See the Pricing page for the full breakdown.
Who This Is For
- Founders preparing for a funding round who need investor-ready reporting and a data room
- Companies with a board that expects a formal budget-vs-actual review each meeting
- Businesses past early bookkeeping needs that need strategic financial leadership without a full-time CFO
Who This Isn't For
- Very early-stage businesses whose primary need is basic bookkeeping, not strategic finance leadership
- Companies looking for investment advice or portfolio management rather than internal financial strategy
Frequently Asked Questions
What is a virtual CFO versus a fractional CFO?
The terms are used near-interchangeably in this market. Both describe CFO-level financial leadership delivered part-time or remotely rather than through a full-time in-house hire — that is what this service provides.
How many hours does this include?
Hours and cadence are scoped to your stage and needs during onboarding and agreed upfront as part of the engagement — TODO_VERIFY: publish the specific hours model here once confirmed.
Will someone actually attend our board meetings?
Yes, board meeting representation and materials preparation are part of the scope table above.
Can you help us prepare for a funding round?
Yes, funding round support including data room preparation and investor reporting is included when a raise is active.
How is this different from a controller or bookkeeper?
A bookkeeper records transactions and a controller manages the close process. A virtual CFO sits above both, focused on capital allocation, board strategy, and forward-looking financial decisions.
What does this cost?
Virtual CFO support is scoped within our published monthly plans starting at $80/month, with custom retainers available for heavier board or fundraising support — see the Pricing page for the full breakdown.