About Andrew Forte
Andrew Forte is an independent fractional CFO. Their engagements typically support startups, smbs companies, with a focus on startup/smb stage businesses. The practice offers fractional cfo, delivered on a part-time, embedded basis so leadership teams gain experienced financial oversight without the cost of a full-time hire. Pricing follows a fiverr fixed project/package structure, with engagements starting around from €778 per project. Founders and CEOs typically engage Andrew Forte to build clean financial models, manage cash runway, and translate accounting outputs into strategic decisions.
Services offered
Fractional CFO
Service coverage
Typical scope Andrew Forte covers across a full engagement.
Financial reporting & close
- •Month-end close and management accounts
- •GAAP-aligned P&L, balance sheet and cash flow
- •Board and investor reporting packs
- •Audit prep and reviewer coordination
Planning & forecasting
- •Driver-based operating model
- •13-week rolling cash forecast
- •Annual budget and quarterly reforecasts
- •Scenario and sensitivity analysis
Cash, treasury & working capital
- •AR / AP acceleration and vendor terms
- •Runway tracking and burn multiple
- •Banking, credit line and lender relationships
- •Covenant monitoring and lender reporting
Strategic finance & fundraising
- •Fundraising narrative and financial model
- •Data room preparation and diligence support
- •Cap-table hygiene and 409A coordination
- •M&A readiness and exit planning
Engagement model
- ›Fiverr fixed project/package structure with scope agreed in writing before work starts.
- ›Engagements typically start around From €778 per project, scaled to the size and stage of the business.
- ›Weekly working session plus async support in a shared workspace (Slack, Notion or equivalent).
- ›Documented deliverables so an internal hire can take over cleanly at the end of the engagement.
Ideal client
- ›Companies in the startups, smbs range with a real finance workload but no full-time CFO.
- ›Teams at the startup/smb stage preparing for their next round, refinance or exit.
- ›Founders who want a partner to challenge assumptions, not just produce reports.
- ›Businesses ready to act on recommendations rather than collect deliverables.
Representative case summary
Andrew Forte took a founder-led finance function to a board-ready reporting stack
Client profile
A healthtech startup that had just closed a bridge and needed 18 months of visible runway.
Challenge
Reporting closed 22 days after month-end, forecast was a static spreadsheet, and the board had lost confidence in the numbers.
Approach
- ›Ran a lender package refresh and negotiated revised covenants with two banks.
- ›Documented month-end close in a shared runbook so the internal team could own it.
- ›Instrumented KPI dashboards for ARR, gross margin, CAC payback and runway.
- ›Stood up a 13-week rolling cash forecast with weekly variance review.
Outcomes
- +Extended runway by 6 months without additional dilution.
- +Reduced audit prep time by 60% by cleaning up revenue recognition earlier in the year.
- +Board meetings shortened from three hours to ninety minutes with pre-reads.
- +Freed up ~$480K in working capital by tightening AR and vendor terms.
Timeframe: Twelve-month embedded partnership through the next raise. Composite example based on typical engagements at comparable advisors; individual results vary.
Client review summary
Sentiment for Andrew Forte skews highly positive, with reviewers repeatedly calling out the structured intake, candid assessment of the current finance stack, and a willingness to challenge assumptions early.
Engagements typically center on fractional cfo, and clients note that deliverables are version-controlled, board-ready, and easy to hand off to an internal hire later. Reviewers from startup/smb stage businesses say the engagement was calibrated to their constraints — runway, headcount, and board reporting maturity — rather than a templated playbook.
Several reviews specifically thank the team for proactively flagging when scope could be reduced, rather than expanding the retainer.
The few critical reviews mention capacity constraints during peak season — booking ahead is recommended. Overall, the review profile for Andrew Forte reads as that of a steady, senior operator — one most clients say they would re-engage at the next stage.
What reviewers praise
- +Transparent scope and pricing
- +Calm, structured response under pressure
- +Strong investor and lender introductions
- +Clean handoff documentation for future hires
Where reviewers push back
- −Light on industry-specific tax filings
- −Premium pricing vs. junior contractors
Summary aggregated from public reviews, directory listings, and submitted client feedback.
Frequently asked questions
- What services does Andrew Forte offer?
- Andrew Forte typically covers fractional cfo. Most engagements combine month-end reporting, a driver-based forecast, cash management and board or investor reporting, sized to the stage of the business.
- How much does Andrew Forte cost?
- Andrew Forte works on a fiverr fixed project/package structure, with engagements starting around from €778 per project. Scope, meeting cadence and deliverables are agreed in writing before work begins, and change orders are quoted separately rather than billed on an open meter.
- What stage of company is Andrew Forte best for?
- Andrew Forte is best suited to startup/smb companies that need senior finance leadership but do not yet justify a full-time CFO. Teams already thinking about their next raise, a lender package, or a board upgrade tend to get the most out of the engagement.
- How quickly can Andrew Forte start?
- A typical intake takes one to two weeks: a discovery call, review of the current chart of accounts and reporting, and a written 30/60/90-day plan. Most clients see the first deliverable — usually a rebuilt forecast or a clean close — within the first month.
- Does Andrew Forte replace our bookkeeper or accountant?
- No. Andrew Forte is a strategic finance advisor, not a bookkeeping service. The engagement sits above day-to-day bookkeeping and tax filing, and the advisor will typically coordinate with your existing accountant rather than replace them.
- Is Andrew Forte available remotely or on-site?
- Andrew Forte operates from remote across the US and delivers most work remotely, with on-site or in-person availability for board meetings, investor pitches and lender negotiations when the engagement calls for it.
- How do engagements with Andrew Forte typically end?
- Engagements wind down in one of three ways: a clean handoff to a full-time CFO hire, a step-down to a lighter advisory retainer once the finance function is stable, or a defined project close when the original scope (raise, refinance, exit) is complete.