A CFO at the Table. Without the Full-Time Bill.
Fractional CFO engagements, forecasting and budgeting, working capital strategy, fundraising preparation, and M&A readiness — delivered by senior finance operators who have run finance functions, not just modeled them. CFO-level judgment, sized to your business and your stage.
Trusted by founders, CEOs, and CPA firms across SaaS, e-commerce, professional services, real estate, and manufacturing.
We are a proud member of:
- Association of Accredited Small Business Consultants
- A+ rated Member with the BBB of Arkansas
Your books are clean. Your hardest decisions are still ahead.
Closing the books is not the same as running the business. Bookkeeping tells you what happened last month. Tax returns tell you what to file. Neither tells you whether you are growing profitably, when to raise capital, how to weather a tariff shock, when AI capex actually pays back, or what working capital position you genuinely need to survive the next two quarters.
In 2026, the businesses making good decisions have a finance leader at the table — someone who reads the numbers in the morning and is in the room when strategic choices get made in the afternoon. Most companies between one million and twenty-five million in revenue cannot justify two hundred and fifty thousand dollars a year for a full-time CFO. But the cost of not having one is higher: missed OBBBA tax planning windows, underpriced products, working capital crises that show up six weeks too late, and fundraises that arrive at the table unprepared.
PASglobexa solves this with outsourced CFO services. A named senior advisor, ten to forty hours a month, with the model, the dashboard, and the strategic judgment your stage requires. We build the numbers. We read them with you. And we tell you what to do next.
Strategic finance. From close to capital.
Fractional CFO Engagements
Forecasting & Budgeting
Working Capital & Cash Strategy
Profitability & Unit Economics
Fundraising Preparation
M&A & Exit Readiness
Your stack. Our models. Your team owns the output.
We work in the tools your team already uses and build models your team can maintain after the engagement. No proprietary software dependencies. No black-box analytics. Every model, dashboard, and forecast is yours.
FP&A and modeling:
Microsoft Excel, Google Sheets, Vena, Cube, Mosaic, Jirav, Causal
Reporting & dashboards:
Power BI, Looker Studio, Tableau, Fathom, Spotlight Reporting
Data sources we connect to:
QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct
Cap table & equity modeling:
Carta, Pulley, AngelList Stack
Document & deck collaboration:
SharePoint, Google Drive, Notion, Pitch
For Founders & CEOs
For CPA Firms
What separates outsourced analysts from real CFO-level work.
- Strategic operators, not just analysts.
Our advisory leads have run finance functions inside operating companies — owned monthly close, managed bank relationships, led fundraises, sat in board meetings. We have built the models we now build for you, in businesses we cared about as our own.
- One advisor. One model. One source of truth.
Continuity matters in advisory. You work with the same senior lead month after month — not a rotating bench. The model in January is the same model in October, evolved with the business. No new analyst starting from scratch every quarter.
- Industry-aware modeling, not generic templates.
SaaS, e-commerce, real estate, professional services, manufacturing — each has its own KPIs, its own working capital dynamics, its own margin structures. We build to your industry’s reality, not to a generic CFO toolkit.
- Connected to your books, not just your boardroom.
Our advisory team works with your bookkeeping team — ours or yours — so the models, forecasts, and dashboards reflect what’s actually in the GL. No gap between what gets reported to the board and what the books say closed.
- Pricing that scales with the engagement, not the hour.
Predictable monthly retainers based on engagement scope, not punitive hourly billing for every email. You know what you pay in January. You know what you pay in December. No surprises in between.
A working CFO relationship in three weeks.
Strategy Call (45 minutes)
We map your current finance function, the questions you can’t currently answer, and the strategic decisions on your near horizon. You leave with a sense of the engagement model, monthly hours, and advisor profile that fits — not a sales pitch.
Engagement Proposal (within 5 business days)
A defined scope, named senior advisor, monthly hours commitment, and a fixed monthly retainer. Sample models and dashboards from comparable engagements attached so you see the deliverable quality before signing.
Onboarding (10–14 business days)
Read-only access to your books and data sources, current state model build, first monthly review meeting scheduled, and standing rhythm established. The first month delivers a financial baseline. The second month delivers strategic recommendations.
Common questions before founders and CFOs sign on.
What's the difference between a fractional CFO and a financial advisor or consultant?
A fractional CFO is embedded in your business as part of the leadership team — present in monthly close, KPI review, board prep, and strategic decision-making. A financial advisor or consultant typically delivers a defined project (a model, a study, a deliverable) and exits. PASglobexa engagements are structured as ongoing fractional CFO relationships, not one-time consulting projects. Continuity is the whole point.
How many hours per month do most engagements run?
Most engagements fall between 10 and 40 hours per month. Early-stage businesses often start at 10–15 hours. Companies in fundraising mode, M&A processes, or major operational transitions may go up to 40 hours. We scope hours during the strategy call based on your stage and the strategic load on the horizon.
Will the fractional CFO be on calls with our investors, board, or lenders?
Yes, when the engagement scope includes it. Your fractional CFO is positioned as a member of your team, not an external vendor. We attend board meetings, investor updates, and banking conversations as part of your senior team. We do not represent your business as a registered investment advisor or broker — that line stays clear.
Can you take over from an exiting in-house CFO during a transition?
Yes. Interim CFO engagements during transitions are common — usually 3 to 9 months covering an active search for a permanent hire. We can also support the search process by helping define the role, interview candidates, and onboard the eventual hire so nothing falls through the cracks.
What if our business is too small for a CFO but too big for just bookkeeping?
This is the most common starting point — the gap between bookkeeper and CFO. Engagements often begin at 10 hours per month covering monthly KPI review, simple cash flow forecasting, and quarterly strategic review. As the business grows or strategic complexity increases, the engagement scales up. Many businesses use the early engagement to defer a full-time CFO hire by 12 to 24 months.
How do you handle confidentiality with our financials, IP, and strategic plans?
NDA on every engagement. Access restricted to assigned advisors. Encrypted file storage. We do not share client information across engagements — we are not building a benchmarking database. If you require additional security commitments for board or investor reporting, we accommodate them in the engagement letter.
You don't need more reports. You need someone to read them with you.
Book a free 45-minute strategy call. We’ll map where your finance function is today, the decisions you’re navigating in the next two quarters, and tell you honestly whether an outsourced CFO from PASglobexa is the right fit — or whether you’d be better off solving the gap a different way.