Put the transactions
in the right places.
Record and categorize activity, reconcile accounts, and keep the books current. This is the foundation for useful financial information.
Explore bookkeepingEXECUTIVE FINANCIAL LEADERSHIP
A financial executive.
Built around
your business.
You don’t need to hire a full-time CFO to bring financial leadership to the table.
Choose the responsibilities where you need a hands-on partner. From protecting cash to evaluating growth, Finstravi brings the pieces of a CFO function together around your priorities.
Build your CFO supportYOUR CFO FUNCTION
Eight blocks.
Your combination.
PLANPlanning & FP&AREPORTAccounting & ReportingCASHTreasury & BankingPROTECTRisk & CompliancePEOPLEWorkforce FinanceDECIDEStrategic FinanceGROWCapital & TransactionsLEADFinance Leadership
Start with one area. Bring in more as your needs change.
DIFFERENT ROLES. A CONNECTED FINANCIAL FUNCTION.
Who does what with your numbers?
Titles can overlap. What matters is knowing who records the activity, who prepares and checks the reporting, and who helps you act on it.
Put the transactions
Make the reporting
reliable.
Prepare and review financial statements, apply accounting policies, and support reporting and tax requirements within the agreed scope.
Connect the numbers
to what comes next.
Interpret performance, anticipate cash needs, evaluate decisions, and connect financial priorities to the way you run the business.
THE BUILDING BLOCKS OF A CFO
Choose where we
roll up our sleeves.
Contract for any or all of these blocks. Together, we define what Finstravi owns, how we work with your team, and what progress looks like.
01 / PLAN
Planning & FP&A
Know where you’re going.
Turn your goals into a financial direction, then keep the outlook current.
What this can include
- Annual budget
- Rolling forecasts
- Cash forecasting
- Scenario modeling
- KPI development and dashboards
- Variance analysis
- Unit economics
02 / REPORT
Accounting & Reporting
Know where you stand.
Build confidence in your numbers and the process behind them.
What this can include
- Month-end close oversight
- Financial statements
- Chart of accounts
- Accounting policies
- Reconciliations
- Audit-ready reporting
- Accounting team and vendor oversight
03 / CASH
Treasury & Banking
Protect your liquidity.
Stay ahead of cash needs and manage the relationships that fund the business.
What this can include
- Cash management
- 13-week cash forecast
- Banking relationships
- Credit facilities
- Debt management
- Covenant reporting
- Payment controls
- Working capital
04 / PROTECT
Risk & Compliance
Protect the business.
Put practical controls and clear responsibilities around financial risk.
What this can include
- Insurance program
- Business licenses
- Financial and internal controls
- Travel and expense policies
- Purchasing and approval policies
- Corporate compliance calendar
- Document retention
- Coordination with legal, tax, and HR specialists
05 / PEOPLE
Workforce Finance
Plan and manage your largest investment.
Connect your workforce decisions to capacity, performance, and cost.
What this can include
- Headcount planning
- Compensation modeling
- Bonus and incentive plans
- Payroll oversight
- Benefits cost analysis
- Labor utilization
- Workforce scenarios
06 / DECIDE
Strategic Finance
Make better business decisions.
Understand the financial tradeoffs before you commit time and resources.
What this can include
- Pricing
- Profitability
- Make-versus-buy decisions
- Expansion decisions
- New products and locations
- Capital allocation
- Business cases
- ROI analysis
- Leadership decision support
07 / GROW
Capital & Transactions
Fund and execute what’s next.
Prepare for financing, acquisitions, and the next stage of your business.
What this can include
- Financing strategy
- Lender and investor materials
- Capital raises
- Acquisitions
- Due diligence
- Valuation support
- Transaction modeling
- Integration planning
08 / LEAD
Finance Leadership
Put a finance executive at the table.
Bring financial perspective, coordination, and accountability to leadership.
What this can include
- Manage the accounting and finance function
- Leadership-team participation
- Board and investor reporting
- Financial calendar
- Goal accountability
- Cross-functional coordination
- CEO partnership
FRACTIONAL DOESN’T MEAN ONE-SIZE-FITS-ALL
Define the responsibility.
Then put leadership to work.
You may need help with cash and banking today, or someone to lead the entire finance function. We shape the engagement around the work your business needs.
Discuss your leadership needs- Identify the pressure points.
Talk through the decisions, responsibilities, and gaps taking your attention.
- Agree on the right blocks.
Define deliverables, ownership, and how we coordinate with your existing team and specialists.
- Build a working rhythm.
Set priorities, review progress, and keep financial leadership connected to day-to-day decisions.
TWO WAYS TO BRING CFO PERSPECTIVE INTO YOUR BUSINESS
The support you need.
The involvement that fits.
FINANCIAL ADVISORY
A regular conversation.
A clearer next step.
An accessible starting point for smaller businesses: monthly reporting, review of financials against budget, and guidance on what deserves your attention. You and your team carry the actions forward.
Explore Financial AdvisoryEXECUTIVE FINANCIAL LEADERSHIP
An active partner.
Hands-on financial leadership.
Bring us into the areas where you need execution, coordination, and accountability. Contract for any or all of the eight CFO blocks, with responsibilities agreed around your business.
Explore Executive Financial LeadershipPUT FINANCIAL LEADERSHIP AT THE TABLE
What does your business need next?
Let’s identify the CFO responsibilities that would make the biggest difference.
Leadership & Growth
How to get the most out of your CFO
Bring financial leadership into the conversation early—and give it a meaningful role in execution.
Read the perspective
Leadership & Growth
The story behind your financial results
Look beyond the totals to understand the operational decisions and tradeoffs behind performance.
Read the perspective