Fractional CFO Services
Strategic finance leadership on your terms
Gain the insight of an experienced CFO without the overhead of a full-time hire. Mikel Consultingβs Fractional CFO packages deliver expert financial reporting, rolling forecasts, KPI dashboards, and investor-ready support tailored to your needs. Choose from flexible packages or custom retainers to get the right level of guidance, whether youβre a startup, scale-up, or established business. Experience scalable financial expertise designed to grow with your business.
Who Are Our Fractional CFO Services For?
Youβre a founder, CEO, or business owner who:
Needs expert financial oversight without hiring full-time.
Wants better cash flow, reporting, or growth planning.
Is raising capital, scaling, or facing new financial challenges.
Feels financial blind spots are holding your business back.
Why Choose a Fractional CFO?
Your Pain Points
βI donβt know where my money goes.β
βFinancials take too much of my time.β
βWeβre growing, but our numbers arenβt investor-ready.β
βI want to focus on strategy not spreadsheets.β
Our Solution
On-demand, executive-level finance expertise at a fraction of the cost.
Monthly reporting, cash flow clarity, and data-driven advice.
Hands-on support for fundraising, board meetings, and big decisions.
Simple, flexible packages that scale with your business.
How Our Fractional CFO Services Work
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1
Discovery Call
Book a quick call to discuss your business goals, challenges, and which CFO package or custom solution fits best.
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2
Proposal & Onboard
You receive a tailored engagement proposal, sign the agreement, and complete a quick onboarding questionnaire.
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3
Financial Health Review
We deep-dive into your existing financials, systems, and data identifying opportunities, risks, and setting up secure data sharing.
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4
Setup Dashboards & Models
We build your custom KPI dashboards, forecasts, and reporting templates, tailored to your business model and goals.
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5
Ongoing CFO Support
Receive monthly reporting, regular check-ins, Q&A support, and scenario planning all with actionable recommendations.
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6
Strategic Updates & Growth
Continuous refinement as your business evolvesβsupport for fundraising, board meetings, budgeting, and growth decisions.
Package Comparison Table
Lite $2,500/mo |
Core $4,000/mo |
Growth $6,500/mo |
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---|---|---|---|
Monthly Financial Review | βQuick scan, basic notes | βFull review, 1-pg summary | βIn-depth, CFO notes |
Rolling Cash Flow Forecast | β3 mo, simple update | β12β18 mo, monthly | β18β24 mo, scenarios |
3-Statement Financial Model | β | βCustom model, 2x/yr refresh | βQuarterly refresh, unlimited what-ifs |
KPI Dashboard | βBasic, 2β3 KPIs | βUp to 8 KPIs, monthly | βCustom, advanced, automated |
Strategy/Check-In Call | β1Γ 30 min/mo | β1Γ 45 min/mo | β1Γ 60 min/mo |
Board/Investor Report | β | βAnnual (PDF/deck) | βQuarterly, board minutes |
Investor Deck Review | β | β2x/yr (financials) | β2x/yr (full deck) |
Cap Table & Scenario Analysis | β | βAnnual update | βQuarterly + options |
Fundraising Support | β | β1 round/yr (email/chat) | β2 rounds/yr or 3hr/mo |
Email/Slack/WhatsApp Support | βUp to 5/mo | βUp to 10/mo | βUp to 20/mo |
Annual Budgeting/Planning | β | β1Γ per year | βAnnual + semi-annual |
Ask about our custom retainer model for flexible, ongoing CFO support.
Client Spotlight: Lunata Beauty
Before pitching on Dragonsβ Den, Lunata Beauty worked with Mikel Consulting for expert financial modeling, reporting, and investment prep. Our fractional CFO services helped them confidently present their numbers and secure a $250,000 investment offer. We continue to support Lunata post-funding with ongoing financial consulting as they grow.
Why Choose Mikel Consulting?
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CFO Expertise On-Demand
Seasoned financial leadership for startups, scale-ups, and SMEs when and how you need it.
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Proven Funding Results
Our clients have raised millions, including successful Dragonsβ Den deals and VC investments.
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Flexible, Transparent Service
Packages or retainers, responsive communication, and no-nonsense pricing. We adapt as your needs grow.
Frequently Asked Questions
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A fractional CFO provides executive-level financial strategy, reporting, and decision supportβjust like a full-time CFO, but part-time and flexible. We help with everything from monthly financial reviews and cash flow forecasts to investor prep and board reporting.
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Bookkeepers and accountants handle day-to-day transactions, taxes, and compliance. A fractional CFO focuses on higher-level financial analysis, strategy, and planningβhelping you make better business decisions, raise capital, and grow profitably.
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We offer flexible packages and a transparent retainer modelβso you only pay for the level of support you need. You can move up, down, or customize your plan as your business changes.
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Yes! We specialize in making your numbers investor-ready, building financial models, prepping decks, and supporting you during due diligence. Several clients have successfully raised capitalβincluding on Dragonsβ Denβwith our support.
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We set regular check-in calls, provide monthly reports and dashboards, and respond quickly to your questions via email, Slack, or WhatsApp. Youβll always know whatβs happening and have a direct line to your CFO.
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We work with early-stage, growth, and established companies across many industriesβany business that needs real financial insight without the cost of a full-time CFO.
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Absolutely. We often collaborate with internal and external teams to make sure your finance function runs smoothly.
Get in Touch
Letβs Move Your Business Forward
Free, no-obligation strategy call
Responses within 24 hours
100% confidential & tailored to you
Tell us a bit about your project, and weβll connect you directly with an expert.
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π Contact Us
Phone (Canada): (604) 817 2773
Toll-Free: 1-800-250-1759
Email: info@mikelconsulting.com
πOffice Locations
2468 Scotia St, Vancouver, BC
601 1st Ave S, Ste. 102 #2453, Seattle, WA
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