Intake / Reconciliation / Filed

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Fractional CFO firms

A fractional CFO website needs to separate forecasting, board reporting and fundraising support into their own pages

A founder or board searching for fractional CFO support is usually looking for one specific thing, forecasting, board-ready reporting, or fundraising preparation, and a site that folds all three into a single "CFO services" page loses that search entirely. Each service gets its own page, and the site is built to look credible to a board audience, not just a small business owner.

Open items

For fractional cfo firms, the current site is usually the weak link

  • All CFO offerings sit under one page titled "Services," so a search for "fundraising CFO support" never finds the firm.EX-01
  • The site has no page speaking directly to founders preparing for a raise, a group with very different concerns than an owner who just wants monthly reporting.EX-02
  • There is no way to show what a board deck or a forecast model output looks like before a prospect commits to a call.EX-03
  • The design reads like a small local business rather than a firm a board would trust with financial oversight.EX-04

Build manifest

The pages your site will carry

  1. Home

  2. About

  3. One page per service (forecasting, board reporting, fundraising support)

  4. One page per client industry

  5. Pricing philosophy

  6. FAQ

  7. Contact

  8. Book a call

The toolConfigured for fractional cfo firms

Engagement scope request

Asks entity stage, whether a raise is planned, current reporting cadence and current software, routing the answers into your CRM so your team knows whether the lead is a forecasting fit or a fundraising fit before the first call.

Prospective clients used to ask basic questions we had already answered on the old site, because nobody could find the answers. The new site actually gets read, and the intake form fills out before they ever call us.

Owner, solo bookkeeping practiceMoved from a page-builder site

Illustrative examples of the outcomes clients report. Verified reviews are added after launch.

Plans

Three ways to run it

  • Tier 1IntakeThe website, fully managed, live in 7 days
  • Tier 2ReconciliationEverything, plus the AI Engine, live in 10 days
  • Tier 3FiledEverything, plus the Content Engine, live in 15 days

Questions from fractional cfo firms

01Can the site target founders raising capital separately from owners who just want reporting?

Yes. Fundraising support and board reporting are built as separate service pages with their own copy, their own examples and their own calls to action, so each visitor lands on language written for their actual situation instead of one blended pitch that half-answers both audiences at once. A founder preparing for a raise and an owner who just wants a monthly board deck read two different pages.

02Can the site show what a board deck looks like without exposing a real client's numbers?

Yes, described in general terms as part of the relevant service page: what sections a typical deck includes, how often it is delivered, and how it is presented to a board or investor group, without a live document or any real client's figures attached. It gives a prospect a concrete sense of the deliverable while protecting every client's confidentiality.

03Will the engagement scope tool ask about our fundraising plans?

It can ask whether a raise is planned as one qualifying question, purely to route the lead to the right first conversation. It never gives advice on the raise itself, never produces a valuation, and never suggests a number of any kind. Everything beyond routing the lead is left to your team once the conversation actually starts.

04Can the site look more like an institutional firm than a small business?

Yes. The visual system, page structure and copy are built for a board-level audience rather than a local-business template, since that is who reads a fractional CFO site: investors, boards and founders comparing a firm against an internal hire or a larger advisory practice. The tone, layout and pacing are set to match that comparison rather than a storefront look.

Filed

See it built for fractional cfo firms.

A live walk-through, with the $797 build fee invoiced only after launch.