Fractional CFO
Cash forecasts, budgets and a monthly review with a partner
From $2,900 a month, monthly books included.
Led by Ansel Rourke
What’s included
13-week cash flow forecast, updated weekly
Annual budget and monthly budget-to-actual
Monthly review meeting with a partner
Lender and investor reporting packages
Also handled
SBA and bank loan applications
Pricing and margin reviews
Entity choice and S-corp analysis
Selected client files
Ansel built the forecast that got our $750,000 SBA loan approved, then told us which expansion to wait on.
Co-owner of a brewery, Fort Collins
