Just suppose every Monday opened with a single screen: cash for the next 13 weeks, the five to eight KPIs that actually drive your business, and a senior CPA beside you reading what the dials mean — and what to do next. That's what fractional CFO advisory looks like when it's built right.
Running diagnostic…
If we raise prices , grow volume , collect faster and add starting — our worst case at month 12 is…
Set-up you can see the end of. Every step has a named deliverable, not a vague phase.
Instruments are only as good as what runs into them. Books current, reconciled, and coded the way an owner actually reads them — because a dashboard built on bad data is just decoration.
Cash gauge, five to eight KPIs, budget, and a driver-based forecast — scoped to your model, your margins, your season. The instruments a pilot of your aircraft needs, and nothing decorative.
One prepared session a month: review the dashboard, run the scenarios, face the decisions, commit to actions — and we check the follow-through at the next review. That last part is what makes it work.
A monthly retainer, quoted exactly before you commit. There are no packages — these four things are what move the figure.
Every engagement carries one prepared monthly review. Some owners want the cash line read weekly through a raise, a crunch or a build-out — that is more of our time, so it is priced as more.
Priced on meeting rhythmA cash gauge and a handful of KPIs is one build. A full driver model that prices hiring, expansion and financing calls — with a three-statement pack behind it — is another.
Priced on what gets builtOne company on one revenue line is the simple case. Several entities, multiple currencies, inventory or project margins each have to be modelled properly before a forecast means anything.
Priced on what has to be modelledIf the numbers only have to satisfy you, they can stay lean. Once a bank, a board or an investor reads them, the pack is held to their standard — and meeting that standard is the work.
Priced on the standard it meetsBookkeeping records the flight after it happened; the dashboard shows it while you're flying — and the forecast shows the weather ahead. This service sits on top of clean books — ours or yours — and turns them into live instruments, forecasts, and monthly decisions. Most clients run both, because the dashboard is only as good as the data feeding it.
One prepared session a month, plus quick questions in between. The dashboard is built to be read in minutes, not decoded in hours — your time goes to deciding, and ours goes to everything underneath it.
Honest answer: no forecast is a crystal ball, and anyone promising one is selling you decoration. What a driver-based model does is narrower and more useful — it shows the range of outcomes, marks your cash floor, and gets re-tuned against actuals every month, so it sharpens with every cycle. The goal isn't predicting the future to the peso; it's making sure no future on the screen can surprise you.
Would it be fair to say that the more decisions you're making on instinct, the more one wrong one costs? That's the real threshold. Our sweet spot is owners in the ₱3M–₱100M range — exactly the stage where pricing, hiring, and expansion calls start being expensive to guess.
A monthly retainer scoped to cadence and depth, within ₱10K–₱300K, quoted exactly upfront. The better question is what flying without instruments costs: one mispriced contract or one cash crunch usually exceeds a year of the retainer. When you see the first 13-week forecast, you'll see where the money is.
Book 30 free minutes with a senior CPA. We’ll map your business on the spot — and you’ll see what your Monday screen would show before you spend a peso.
Book your free consultation →Projections, KPIs and lender packs are only as credible as the ledger under them. When the numbers, the filings and the systems come from one firm, the advice rests on real figures rather than estimates. Same file, same firm, no handover.