For Fractional CFOs · 1:1 · From $1,500
A 1-on-1 Claude Code setup for the fractional CFO running three to seven clients in parallel. Skills for board pack drafting, model variance analysis, cash flow forecasts, investor updates, and the cross-client work that fills the gap between your billable hours.
Why Fractional CFOs
A fractional CFO's day is context-switching as a job. The Tuesday call is a SaaS company's board pack. The Wednesday is a manufacturer's cash flow squeeze. The Thursday is a marketplace's Series B model. Each client wants the partner-level attention they pay for. Each client's data lives in a different QuickBooks file, a different model, a different drive folder.
The expensive part of the job is not the analysis. It is the assembly. Pulling the trial balance, sanity-checking the variance, drafting the narrative, formatting the deck. Skilled work that does not need partner attention to start.
Claude Code, set up across your client folders, does the assembly. You do the analysis and the call.
What We Build
A skill that reads a client's trial balance, last quarter's actuals, and the prior board pack. Drafts the financial section, calls out the variances, surfaces the questions a board would ask. The night-before assembly becomes a Tuesday afternoon edit.
A skill that reads the budget model and the actuals, lines them up by GL code, and produces the variance commentary. Calls out what is real, what is timing, what is misclassified. The line-by-line work that takes a day, in twenty minutes.
A skill that reads recent bank activity, AR aging, AP aging, and the existing forecast. Produces the updated 13-week with the assumptions clearly flagged. The forecast you keep meaning to refresh, refreshed weekly without you starting it.
A skill that pulls revenue, retention, burn, runway, and the team's commitments from last month. Drafts the investor update in the founder's voice, with the asks at the bottom. You review with the founder, not on behalf of them.
A skill that reads the auditor's PBC list against the client's drive, identifies what is missing, and drafts the email back to the audit team. The week of chasing documents, condensed to a Friday afternoon.
A scheduled task at month-end. Reads anonymised metrics across your book and produces a benchmarking memo: how your SaaS clients compare on net revenue retention, how your services clients compare on utilisation. The IP that justifies your day rate, written without you writing it.
On Client Data
Claude Code runs on your machine, against the folders you grant access to, one client at a time. Cross-client benchmarking runs on anonymised data, not raw financials. NDA standard, signed before the call. Each client folder gets its own permission scope so a skill working on Client A cannot read Client B.
For practices on a centralised stack (NetSuite, Sage Intacct), we route through the Implementation Partnership tier with Anthropic's Enterprise plan and SSO.
Two Ways In
Starter · $249 · 90 minutes
Ninety minutes. We pick your messiest client folder and build one skill against it, usually the board pack. Cheap enough to expense, fast enough to find out before booking the day. See the Starter →
Power-User Day · From $1,500
One day, paired. Three to five skills tuned to the partner chair, MCP servers wired to QuickBooks, your file storage, your forecasting tool. Permissions per client, NDA standard. Plus a 30-day tune-up. See the Day →
One day. The fractional CFO setup. Per-client permissions, NDA from the first session.