Fractional CFO
Financial leadership without a full time hire
Budgeting, cash flow planning, forecasting, management reporting and cost analysis, together with corporate document support, financial record preparation and tax preparer coordination under a signed engagement. Where your written scope includes it, we also provide introductions to banks and support with third party business credit applications.
What this role can include
Budgeting and cash flow planning
An operating budget and a view of cash coming in and going out, reviewed against actual results.
Financial forecasting
Forward looking models for revenue, costs and cash, updated on an agreed schedule.
Management reporting and financial organization
Organized financial records and regular reports that show how the business is performing.
Cost and profitability analysis
Where money goes, which products or services earn the most, and which costs to review.
Accounting team coordination
We work alongside your bookkeeper, accountant or outside accounting team.
Tax preparation and document services
Corporate document support, financial record preparation, tax preparer coordination and related client communications, as listed in your signed engagement.
Bank introductions and credit application support
Where your written scope includes it, introductions to banks and help with third party business credit or charge card applications. Banks and other providers decide approvals, limits and terms.
- NouveauCapitalGroup LLC provides corporate document support, financial record preparation, tax preparer coordination and related client communications under a signed fractional CFO engagement. The signed scope identifies the documents, tax years, fees, responsibilities and delivery milestones. Tax return preparation and filing through our assigned tax preparer are included only where expressly agreed and authorized.
- Any approval contingent fee is disclosed in your accepted proposal, including its percentage or calculation basis and the event that makes it payable.
- NouveauCapitalGroup LLC is not a bank or lender and does not guarantee any approval. A fractional CFO engagement does not itself authorize borrowing, signing for the client or controlling client funds.
Your accepted proposal sets the scope, fees or fee calculation, payment dates, milestones and service period for each engagement.
What you receive
- Budget and forecast models in files you own
- A cash flow plan
- Management reports for each agreed reporting period
- Written cost and profitability analysis
- Corporate documents, financial records and tax related deliverables expressly listed in your signed engagement
- Where in scope, a record of bank introductions made and application support provided
What we need from you
- Access to your accounting system and recent financial statements
- Contact details for your bookkeeper, accountant or tax preparer
- Any authorization the signed engagement requires for tax or document work
- Your goals for the next twelve months
What is not included
- Tax return preparation, filing and specific corporate document tasks are included only where expressly agreed in the signed engagement and supported by any required client authorization. Corporate document support does not itself include legal advice, authority to sign for a client or authority to submit filings. Other professional services must be separately scoped with the appropriate professional.
- Credit decisions, which banks and other providers make
- Third party fees, such as bank or application fees, unless approved in writing
Results vary and are not guaranteed. Your proposal lists what is delivered and when.