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Fractional FCO

Strategic Financial Leadership Without the Full-Time Cost

At PlushStone Advisory, our Fractional CFO services offer you the strategic financial guidance your business needs without the cost of a full-time CFO. We provide in-depth financial analysis, forecasting, and advisory services designed to help you make smarter business decisions and drive growth.

As part of our Fractional CFO services, we will:
  • Produce a Monthly Detailed Report: Each month, we deliver a comprehensive report that analyzes your business’s performance using graphs, tables, and analytical explanations.
  • Create an Annual Budget and Forecast: We work with you to develop an annual budget and forecast, aligning your financial goals with your business strategy.
  • Schedule Monthly Calls: We don’t just send over reports—we take the time to walk you through the details. Every month, we schedule 1 to 2 hour calls to review the findings, compare actual performance to budgeted goals, and track your progress toward meeting those goals.
  • Provide Ad-Hoc Reporting and Advisory: As needed, we generate ad-hoc reports tailored to your specific questions and business needs. Whether you’re considering a new business plan or need insights on a particular aspect of your operations, we’re here to provide expert advice.
  • Respond to Your Questions: Running a business comes with many challenges. When financial questions or business concerns arise, you can rely on us to provide quick, informed responses that help you make the right decisions.
  • Operate as Your Trusted Advisor: Whether you’re exploring new business plans or need advice on strategic initiatives, we serve as your go-to advisor, offering guidance that aligns with your vision and business goals.
Our Services

What You Gain from Our
CFO Services

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Data-Driven Insights

You get actionable insights into your business’s financial performance, with regular reports that help you track progress and adjust strategies as needed.

Proactive Financial Leadership

We don’t wait for problems to arise. Our monthly reviews, budgeting, and forecasting ensure that your business stays on track and that any financial issues are addressed proactively.

Tailored Advice

From financial forecasting to business strategy, our guidance is customized to meet the unique needs of your business.