We have a bookkeeper and an accountant. Why a CFO?

The bookkeeper records what happened and the accountant files it. Neither is paid to decide what to do next. The fractional CFO owns the forward view, cash, margin, pricing and forecast, and the reporting rhythm that makes the other two roles useful.

Will this replace our accounting software?

No. The books stay where they are. The seat wires them, with the phone, the CRM and the job or practice system, into one page that refreshes on its own, so the numbers you decide on are current and reconcile to the ledger.

Do we need SOC 2, and who handles privacy?

You need SOC 2 when a customer or a buyer makes it a condition, and not before; the seat tells you when that moment is near and what it costs in time. Until then it keeps the policies, controls and evidence that make the answer easy, and it owns the privacy obligations that come with the engines: consent, retention, access. Technical controls sit with the CTO; anything that is legal advice goes to outside counsel.

FRACTIONAL CFO

Reporting that assembles itself. Then cash, margin and controls.

A finance leader whose first job is reporting: one page, refreshed from your own systems, read every week, and the lender or investor pack produced on demand. The seat comes with the revenue-intelligence and back-office engines, so the close, the dashboard and the pack stop being a spreadsheet exercise and become a system that reports on its own. Then cash, margin, pricing, forecast and controls, one to three days a week.

Run the Ometz Radar Talk to a partner

Who it is for

The businesses this seat was built for.

Founders who see the P&L six weeks after the month ends
Businesses whose reports are assembled by hand, by someone who has other jobs
Companies with a bookkeeper and an accountant but nobody reading the numbers forward
Owners preparing for a loan, a raise or a sale who need reporting a lender or a buyer trusts

What the executive owns

A mandate, not a to-do list.

The weekly page

One page: cash, pipeline, revenue, margin, hours. Assembled automatically through Revenue Intelligence from the phone, the CRM, the job or practice system and the books. Read every week, owned by the seat.

Close and reporting, streamlined

The mechanical parts of month-end automated through Back-Office Automation: invoicing, collections follow-up, expense capture, reconciliations prepared. The close gets shorter and the reports arrive without a fire drill.

Lender, investor and buyer reporting

The pack a bank, an investor or an acquirer asks for, produced from the system on demand, with numbers that reconcile to the books.

Cash and margin visibility

A rolling cash view and margin by service line, refreshed from your own systems rather than rebuilt each month. The two numbers most owner-led businesses run without.

Pricing and unit economics

What each service line actually earns after labour and materials, and what to charge because of it. Decided with the CRO where there is one.

Budget, forecast and scenarios

A forecast built from the pipeline and the cash view, not from last year plus a percentage. Scenarios for the hire, the second truck, the new location.

Controls, compliance and privacy

Financial controls, vendor and data risk, and the privacy obligations that come with running engines on customer data: consent, retention, who can see what. Readiness for the questions an enterprise customer, an insurer or a buyer asks, SOC 2 included: policies written, evidence kept, gaps named. The seat owns the answers, with the CTO on the technical controls and outside counsel where the law requires it.

The first ninety days

Baseline first. Then the engines. Then the rhythm.

Every seat starts the same way: measure what is true today, so what changes can be shown against it.

Days 1-30

Baseline the reporting

Which reports exist, who builds them, how long they take and how late they arrive. What is measured today, by whom, and how late. The close calendar. The systems the numbers live in, mapped with the CTO where there is one. The number the seat owns is agreed: usually cash visibility or margin by line.

Days 31-60

Wire the reporting

Revenue Intelligence live: calls, leads, revenue, margin and hours on one page from your own systems. The hand-built reports retired one at a time. Invoicing and collections follow-up automated.

Days 61-90

Forecast, rhythm and controls

A defensible forecast and a monthly review with your leadership. The lender or investor pack produced from the system rather than from a weekend. Pricing decisions made against the unit economics. A compliance calendar and a controls list: what a customer, an insurer or an acquirer will ask for, and where the evidence lives.

Engines that come with the seat

The machine the Fractional CFO runs.

CLARITY

Revenue Intelligence

The measurement layer that ships with every engagement. Yours can run deeper.

See the engine

EFFICIENCY

Back-Office Automation

Cut the cost of repetitive work — without cutting the people who matter.

See the engine

BESPOKE

Custom AI Agents & Integrations

Your workflows are unique. Your AI should be too.

See the engine

The market problem, in published numbers

32%

average cost reduction achieved by organizations that scaled intelligent automation beyond pilots

Deloitte, Automation with Intelligence (2022 global survey, 479 executives, 35 countries) (2022)

~30%

of activities in most occupations are automatable with currently demonstrated technology

McKinsey Global Institute, “A Future That Works” (2017)

of organizations have fully scaled AI across the business — adoption is everywhere, results are rare

McKinsey, The State of AI (November 2025 global survey) (2025)

Figures are third-party market benchmarks from the cited sources, not Ometz AI client results. We share them so you can size the problem before we ever talk.

Fractional CFO FAQ

Only numbers from your own systems: cash, pipeline, revenue by line, margin, hours, and the operating figures the other engines report against. No vendor math and no benchmarks presented as your results. If a number is not in your systems, it is not on the page.

Other seats:

Fractional CMO Fractional CTO Fractional CRO Fractional General Counsel How the seats work

Next step

Ready to see the numbers before the month ends?

Run the Radar, or go straight to a working session with a partner. We walk your operation, name the number the seat would own, and show you what the first ninety days look like. No obligation.

Run the Ometz Radar Talk to a partner