Did You Know We Do Fractional CFO Work?
If you've worked with us mainly for bookkeeping, here's something worth knowing: bookkeeping is where our relationship with most clients starts, but it's rarely where it stays. A growing part of what we do at Tally Services is fractional CFO work ~ and it's a natural next step for businesses that have outgrown clean books alone.
Where bookkeeping tells you what already happened, CFO-level work is about what happens next: building the forecast, stress-testing a decision before you make it, and translating the numbers into a plan you can actually act on. It's the strategic layer that sits on top of accurate books.
Cash flow forecasting and scenario planning.
Instead of finding out you're tight on cash when it happens, a rolling forecast shows you three, six, or twelve months out … and lets you test "what if" scenarios before committing to a hire, a lease, or a big purchase.
Margin and pricing analysis.
Not every client, product, or service line is equally profitable. CFO work digs into where your margin is actually coming from, and where it's quietly being given away.
Budgeting and variance analysis.
A budget only earns its keep if someone is checking actuals against it and explaining the gap. That ongoing discipline is where a lot of businesses lose the thread ~ and where CFO support keeps it on track.
Board, lender, and buyer-ready reporting.
Whether you're presenting to a board, applying for financing, or preparing the business for a future sale, the numbers need to be organized, explained, and defensible ~ not just accurate. This is a place we spend a lot of time with clients.
You don't need a full-time CFO to get this.
That's the point of fractional support: senior-level financial strategy, scaled to what your business needs right now, without the cost of a full-time executive hire. If you've been getting great bookkeeping from us and wondering what comes next, this is usually it. Reach out and we can talk through what CFO-level support could look like for your business.