Fractional CFO firms
A fractional CFO website needs to separate forecasting, board reporting and fundraising support into their own pages
A founder or board searching for fractional CFO support is usually looking for one specific thing, forecasting, board-ready reporting, or fundraising preparation, and a site that folds all three into a single "CFO services" page loses that search entirely. Each service gets its own page, and the site is built to look credible to a board audience, not just a small business owner.
Recognize any of these
The signs the site is the problem, not the market
If two or more of these are true of your practice, the site is costing you engagements you never find out about.
- 01Founders arrive at the first call assuming you are a bookkeeper with a better title, because the site never separated the two.
- 02A board member opens the site on a phone while the deck is up on the screen, and it loads like a brochure from another decade.
- 03The firm's best thinking lives in a partner's inbox and in client Slack threads, and none of it is on a page anyone can find.
- 04Inquiries keep coming from businesses well below the stage you work with, so the calendar fills with calls that cannot convert.
- 05Someone searching for fundraising support finds a competitor with a page about it and finds you with a page called Services.
Open items
For fractional cfo firms, the current site is usually the weak link
- All CFO offerings sit under one page titled "Services," so a search for "fundraising CFO support" never finds the firm.EX-01
- The site has no page speaking directly to founders preparing for a raise, a group with very different concerns than an owner who just wants monthly reporting.EX-02
- There is no way to show what a board deck or a forecast model output looks like before a prospect commits to a call.EX-03
- The design reads like a small local business rather than a firm a board would trust with financial oversight.EX-04
Build manifest
The pages your site will carry
Home
About
One page per service (forecasting, board reporting, fundraising support)
One page per client industry
Pricing philosophy
FAQ
Contact
Book a call
Configured for you
What a fractional CFO practice gets on top of the standard build
A fractional CFO is judged by whoever else is in the room: a board, an investor, a lender. The site is built to survive being forwarded to those people, with a page for each distinct engagement type rather than one CFO services page trying to hold forecasting, board reporting and a raise all at once.
- A page per engagement type: forecasting and modeling, board and investor reporting, fundraising preparation, interim leadership cover.
- A page per company stage, so an early founder and a company preparing for an institutional round read language written for where they actually are.
- An engagement scope form asking stage, whether a raise is planned, reporting cadence today and who produces the numbers now.
- A thinking section fed by 2 researched articles a week on Intake, rising to 3 a week on Filed, written for founders and boards rather than for other accountants.
- A credibility page that presents the team as a finance function, with roles and the kind of work, not a wall of certificates.
- Pages that hold their layout and their speed when a partner forwards the link and it opens on a phone in a meeting, at 90+ on PageSpeed.
Engagement scope request
Asks entity stage, whether a raise is planned, current reporting cadence and current software, routing the answers into your CRM so your team knows whether the lead is a forecasting fit or a fundraising fit before the first call.
Out of scope
What we deliberately do not do
Said here rather than discovered on the onboarding call.
- We are not a CFO practice, an accounting firm or a financial advisor, and nothing on the site we build is financial, tax or investment advice.
- We do not build financial models, board decks or forecasts. The site describes your deliverables in general terms and never shows a real client's numbers.
- The site never publishes a valuation, a multiple or a market benchmark on your behalf. A figure that would need a source does not go on a page.
- We do not manage your investor list, your pipeline stages or your outbound. Submissions land in your CRM and your team works them.
Six months out
Month six, a Tuesday between board meetings
A founder you have never spoken to forwards one of your forecasting articles to her co-founder on Tuesday afternoon, then fills in the engagement scope form from the bottom of the same page. By the time you open your CRM she has told you her stage, that a raise is planned for next year, and who produces her numbers today. The call on Thursday starts at the question of fit rather than at the beginning.
What firms report
What firms in a similar position say
Outsourced finance support messages used to belong to everyone, which meant they belonged to no one. Now each request has a named owner and enough detail for a colleague to cover it. The website and our way of working finally match.
Trevor Harlow, Practice managerCloud bookkeeping and advisory firm, Sioux Falls, South Dakota Got Inquiry assignment and staff handover for outsourced finance support
The old outsourced finance support PDF made sense on a printer and nowhere else. Each section has its own link, so answering a question no longer means attaching the whole file. The print-friendly version remains, but it is no longer the only option.
Walid Sabbagh, Client care supervisorCreative agency bookkeeping firm, Springfield, Missouri Got Structured reference pages for outsourced finance support
Case studies
Case studies close to fractional cfo firms
Real engagements, anonymized by business type and region. Each one covers the starting point, what was built and what changed.
Plans
Three ways to run it
Every plan carries the same $797 one-time build fee, invoiced only after your site is live and approved, and the same 5 revisions a month.
- Tier 1IntakeThe website, fully managed, live in 7 days, 2 articles a week
- Tier 2ReconciliationEverything, plus the AI Engine, live in 10 days, 2 articles a week
- Tier 3FiledEverything, plus the Content Engine, live in 15 days, 3 articles a week
Compare the plans Every feature, with its tier
The AI Engine is Reconciliation and Filed. The Content Engine is Filed only.
Questions from fractional cfo firms
01Can the site target founders raising capital separately from owners who just want reporting?
Yes. Fundraising support and board reporting are built as separate service pages with their own copy, their own examples and their own calls to action, so each visitor lands on language written for their actual situation instead of one blended pitch that half-answers both audiences at once. A founder preparing for a raise and an owner who just wants a monthly board deck read two different pages.
02Can the site show what a board deck looks like without exposing a real client's numbers?
Yes, described in general terms as part of the relevant service page: what sections a typical deck includes, how often it is delivered, and how it is presented to a board or investor group, without a live document or any real client's figures attached. It gives a prospect a concrete sense of the deliverable while protecting every client's confidentiality.
03Will the engagement scope tool ask about our fundraising plans?
It can ask whether a raise is planned as one qualifying question, purely to route the lead to the right first conversation. It never gives advice on the raise itself, never produces a valuation, and never suggests a number of any kind. Everything beyond routing the lead is left to your team once the conversation actually starts.
04Can the site look more like an institutional firm than a small business?
Yes. The visual system, page structure and copy are built for a board-level audience rather than a local-business template, since that is who reads a fractional CFO site: investors, boards and founders comparing a firm against an internal hire or a larger advisory practice. The tone, layout and pacing are set to match that comparison rather than a storefront look.
05Can we publish thought leadership without anyone here writing it?
Yes. The plan includes 2 researched articles a week on Intake and Reconciliation, and 3 a week on Filed, written for the founders and boards you want to reach and published straight to the site. You can steer the topics or leave them to the schedule. Nothing published makes a claim on your firm's behalf about any specific company's finances.
06Will the site hold up when an investor opens it on a phone in a meeting?
Yes. Every page is custom coded rather than assembled in a page builder, ships almost no JavaScript and is served from an edge network, which is why it scores 90+ on PageSpeed on the day it launches. That matters most in exactly this moment, when a partner forwards the link mid-conversation and the person opening it gives it a couple of seconds on a phone with poor signal.
07Can the site offer a download, such as a board reporting checklist?
Yes. The download sits behind a short form, the file is served from the same fast hosting as the rest of the site, and the submission arrives in your CRM tagged with which asset was requested, so you know what the person was interested in before you reply. The material itself is yours; we build the page, the form and the delivery around it.
08Do we get a page for each stage of company we work with?
Yes, and on this kind of site it is usually the split that earns the most. A pre-revenue founder, a company running its first proper budget and one preparing for an institutional round are three different buyers with three different anxieties, and a single page cannot hold all three without going vague. Each gets a page, each links to the engagement types that apply, and a stage can be added later as the practice moves upmarket.
Comparing this against a builder, a freelancer or an agency? There are 10 comparison pages, and each names where the other option wins. See the comparisons
Filed
See it built for fractional cfo firms.
A live walk-through, with the $797 build fee invoiced only after launch.