Fractional CFO

Board & Management Reporting

Professional board and management reporting including monthly/quarterly board deck preparation, investor update emails, leadership dashboard presentations, KPI scorecards, and variance commentary. Includes attending board meetings as the finance voice. The presentation layer of your financial data.

What you get

Professional board decks delivered before every meeting

Investor update emails drafted and ready to send

KPI scorecards tracking what matters to your board

Variance commentary that anticipates board questions

Optional board meeting attendance as your finance voice

How it works

01

Template Setup

Design board deck template aligned to your investor expectations.

02

Data Population

Pull actual KPIs and financials into the deck automatically.

03

Commentary

Add strategic commentary, variance explanations, and forward-looking insights.

04

Delivery

Review with you and deliver final deck 3 days before board meeting.

Frequently asked questions

Will you attend our board meetings?
Yes. We can attend board meetings as your CFO representative, presenting financials and fielding questions from investors and directors.
How often do you prepare board decks?
Typically quarterly for board meetings and monthly for investor updates. We adapt to your specific cadence.

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Ready to get started?

Book a free consultation to discuss Board Reporting for your business.

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