About CFO Centre
CFO Centre is a fractional CFO firm based in Global. Their engagements typically support smb / mid-market companies, with a focus on smb / pe stage businesses. The practice offers fractional cfo / part-time fd; exit planning; cash flow; strategy, 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 retainer / day-rate structure, with engagements starting around estimate: $5,000-$12,000/mo. Founders and operators commonly bring CFO Centre in to professionalize financial reporting, sharpen cash-flow planning, and prepare for the next round of funding, scaling, or exit.
Services offered
Fractional CFO / part-time FD; exit planning; cash flow; strategy
Service coverage
Typical scope CFO Centre 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
- ›Retainer / day-rate structure with scope agreed in writing before work starts.
- ›Engagements typically start around Estimate: $5,000-$12,000/mo, 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 smb / mid-market range with a real finance workload but no full-time CFO.
- ›Teams at the smb / pe 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
CFO Centre cut a Series A close from 9 months to 4 with a defensible model
Client profile
A vertical marketplace post-Seed, preparing for Series A with messy cohort economics.
Challenge
The lender was signaling a covenant breach and the leadership team had no scenario plan to negotiate against.
Approach
- ›Rebuilt board reporting into a 12-slide narrative pack with variance commentary.
- ›Stood up a 13-week rolling cash forecast with weekly variance review.
- ›Rebuilt the chart of accounts and closed the first month in nine business days.
- ›Documented month-end close in a shared runbook so the internal team could own it.
Outcomes
- +Freed up ~$480K in working capital by tightening AR and vendor terms.
- +Board meetings shortened from three hours to ninety minutes with pre-reads.
- +Cut days-to-close from 22 to 8 within two months.
- +Improved gross margin by 400–600 bps through pricing and COGS work.
Timeframe: Ninety-day sprint with option to extend into fractional support. Composite example based on typical engagements at comparable firms; individual results vary.
Client review summary
Most reviews of CFO Centre highlight a "senior-operator" feel — clients say the work product reads like it came from a long-tenured CFO rather than a part-time contractor.
The scope most frequently cited in reviews covers fractional cfo / part-time fd; exit planning; cash flow; strategy, with strong marks for translating raw accounting outputs into decisions the leadership team can actually act on. Because the practice leans toward smb / pe stage companies, reviewers operating at that stage describe the advice as immediately applicable rather than generic.
Clients note that the retainer / day-rate engagement model removes friction — there is no hourly meter, which they say encourages real strategic conversations instead of clock-watching. Reviewers based in Global mention strong timezone overlap and the ability to attend in-person board meetings when needed.
Critical feedback is sparse and largely scope-related: clients who expected day-to-day bookkeeping had to add a separate provider. Taken together, the reviews position CFO Centre as a high-trust, high-clarity choice for teams that want a real finance partner rather than a deliverables vendor.
What reviewers praise
- +Proactive cash-flow and runway alerts
- +Fast time-to-value — usable model within 2–3 weeks
- +Clear, board-ready financial reporting
- +Transparent scope and pricing
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 CFO Centre offer?
- CFO Centre typically covers fractional cfo / part-time fd; exit planning; cash flow; strategy. 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 CFO Centre cost?
- CFO Centre works on a retainer / day-rate structure, with engagements starting around estimate: $5,000-$12,000/mo. 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 CFO Centre best for?
- CFO Centre is best suited to smb / pe 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 CFO Centre 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 CFO Centre replace our bookkeeper or accountant?
- No. CFO Centre is a strategic finance firm, not a bookkeeping service. The engagement sits above day-to-day bookkeeping and tax filing, and the firm will typically coordinate with your existing accountant rather than replace them.
- Is CFO Centre available remotely or on-site?
- CFO Centre operates from Global 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 CFO Centre 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.