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Advisory Services

A CFO Without the Full-Time Salary.

Fractional CFO engagements covering financial forecasting, budgeting, cash flow management, working capital optimization, cost controls, and fundraising support. Senior financial operators embedded in your business for a fraction of the cost of a full-time hire.

Fractional CFO support delivered to founder-led businesses from $2M to $50M+ in revenue.

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Positioning

Your bookkeeper can't answer your most important questions.

Your books are accurate. They tell you what happened. They don’t tell you what to do next.

Whether to raise capital. Whether to hire two more reps or wait a quarter. Whether to take the bigger contract that needs working capital you don’t have. Whether the new pricing model actually expands margin. Whether the cash will hold through Q3.

These are CFO questions. And most growing businesses face them years before they can justify hiring a CFO at $250K plus equity.

PASglobexa fills the gap. A fractional CFO embedded part-time in your business — running forecasts, owning cash management, sitting in on strategic decisions, and translating finance into the choices in front of you.

What We Handle

The work a CFO actually does. Delivered fractionally.

Financial Forecasting & Modeling

Three-statement financial models, scenario planning, sensitivity analysis, and revenue forecasting. Built so leadership can stress-test decisions before making them.

Annual Budgeting & Re-forecasting

Bottom-up and top-down budget builds, departmental P&L ownership, quarterly re-forecasts, and variance analysis tied to operating commentary.

Cash Flow Management

Direct 13-week cash flow forecasting, AR collection acceleration, AP timing optimization, debt service planning, and capex sequencing. So cash is never the surprise that derails the quarter.

Working Capital Optimization

Days sales outstanding reduction, inventory turn improvement, payment terms negotiation, and credit facility structuring. Free up the cash trapped in operations.

Cost Controls & Margin Analysis

Gross margin diagnostics by product, customer, and channel. Opex efficiency reviews. Vendor consolidation analysis. Pricing reviews tied to profitability, not just volume.

Fundraising Support

Investor-ready financials, due diligence preparation, data room build, pitch deck financial section, KPI benchmarking, and call support during diligence. From seed through Series C and beyond.

M&A & Strategic Transactions

Buy-side and sell-side financial diligence, integration planning, working capital adjustments, and post-close finance integration. For founders evaluating a deal or being evaluated for one.

Board & Investor Reporting

Monthly investor updates, quarterly board packages, lender reporting, and ad-hoc executive briefings. Written for the audience, not generated from a template.

For Founders at the Bookkeeper Ceiling

You have $2M–$10M in revenue. Your bookkeeper closes the month. But you're making capital allocation decisions, hiring decisions, and pricing decisions without any real financial counsel. A part-time CFO — 10–20 hours a month — covers the gap.

For Growth-Stage Companies Pre-CFO Hire

You're at $10M–$25M. You'll hire a CFO in the next 18 months. In the meantime, you need real financial leadership — fundraising prep, board reporting, working capital management. A fractional CFO bridges the gap and helps you scope the eventual hire.

For Established Businesses with Specific Projects

You have a finance function. You don't have bandwidth for a specific project — fundraising, M&A diligence, ERP migration finance workstream, or annual budget. We deliver project-based CFO engagements with defined scope and outcomes.
WHY PASGLOBEXA
Why founders choose PASglobexa over a freelance CFO.

Our CFOs have run finance functions inside operating businesses — not just consulted from the outside. They know what it takes to actually make a budget cycle work, not just what should happen in theory.

Your fractional CFO has the PASglobexa bookkeeping, reporting, and analytics team behind them. Models get built faster, board decks get produced cleanly, diligence requests get fulfilled in days — not weeks.

No hourly meter that punishes you for asking questions. You know what you’re paying every month. Scope can expand or contract — we restate the engagement when it does.

If your business doesn’t need a fractional CFO yet — or needs something else entirely — we’ll tell you. Sometimes the right answer is better bookkeeping, not a CFO.

When you hire a full-time CFO, we transition out cleanly. Documentation, models, processes — all turned over. We don’t make ourselves indispensable to keep the engagement.

How We Onboard
From first call to embedded CFO — typically 2 to 3 weeks.

Step 1 — CFO Scope Call (60 minutes)

Deep discussion of your business stage, financial pain points, decisions you’re facing, and what success looks like for the engagement. Honest read on fit.

Step 2 — Engagement Proposal (within 5 business days)

Recommended CFO match (we propose two candidates with profiles), defined monthly hours, scope of work, deliverables, and fixed monthly fee. No retainer to start.

Step 3 — Onboarding & Diagnostic (Weeks 1–2)

Your CFO runs a financial diagnostic — review of books, models, KPI structure, cash position, and key decisions in flight. Diagnostic findings shared and prioritized.

Step 4 — Steady-State Engagement

Regular monthly cadence — board meeting attendance, monthly close review, forecast updates, key decision support. Quarterly engagement review to recalibrate scope.

FAQ
Common questions before firms and CFOs sign on.
How many hours a month is a fractional CFO engagement?

Most engagements run 20–60 hours/month, depending on stage and complexity. Early-stage businesses often start at 20 hours/month. Growth-stage businesses preparing for a raise might run 60+. We size it during the scope call.

Fractional CFO engagements typically run $4,500–$15,000/month depending on hours and seniority required. Project-based engagements (e.g., a fundraise) are quoted separately as fixed-fee. We give pricing on the scope call, not in marketing copy.

Yes. Continuity matters in this work. Your assigned CFO is your CFO for the duration. If we ever need to transition, it’s a planned warm handoff — not a surprise.

CFO engagements focus on strategic finance — the bookkeeping and reporting work is separate but often bundled. Many clients run bookkeeping, reporting, and CFO services through PASglobexa as one integrated finance function. We propose the structure that fits your needs.

Yes, on the financial side — investor-ready financials, models, data room, diligence support, financial section of the pitch deck. We don’t represent you to investors or take a placement fee. Your CFO supports your raise; you run the raise.

We transition out. Documentation handover, model walkthroughs, process turnover, and a structured offboarding. Some clients keep us on for specific projects post-transition — but we don’t try to stay in the seat once you’ve hired in.

Final CTA

If you're making CFO-level decisions, you should have CFO-level counsel.

Book a 60-minute consultation. We’ll dig into your business, your financial pain points, and the decisions in front of you — and tell you honestly whether a fractional CFO is the right move.

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