CFO Logic, LLC
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Fractional Financial Planning & Analysis for Growing Businesses

Budgets, forecasts, and the reporting that connects them — so you run the business on real numbers instead of gut feel.

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Built for growth

Trusted by founders

Who We Help

Decisions Built on Robust, Driver-Based Models

We work with owner-led and growth-stage companies that need someone to run their FP&A function — or to build one from the ground up.

We typically work with:

  • Companies across services, professional services, manufacturing, distribution, healthcare, technology, and construction
  • Owner-led and growth-stage businesses from roughly $2M to $200M in annual revenue
  • Companies preparing for a raise, a credit facility, a board, or a sale
  • Organizations of any size — no finance team, a lean one, or an established FP&A group that needs more capacity

What We Do

Built Around the Decisions You Actually Have to Make

Most companies close the month and learn what happened. FP&A tells you what is likely to happen next, and what to do about it.

Our FP&A deliverables include:

  • Planning and forecasting — annual budget, rolling 12–18 month forecast, and long-range plan
  • Monthly reporting and KPIs — financial package, variance commentary, and executive dashboards
  • Cash flow and liquidity — 13-week forecast, working capital, and covenant monitoring
  • Profitability and commercial analysis — margin, customer, product, and pricing analysis
  • Modeling and decision support — three-statement models, scenario analysis, and board materials
  • FP&A automation and systems — Power BI dashboards, Excel model builds, and faster reporting cycles

How We Work

A Repeatable Planning and Reporting Rhythm

We install a monthly cycle you can count on: close the books, report the results, explain the variances, re-forecast the year, and bring leadership a short list of decisions to make.

Turn your accounting data into planning-grade reporting
We work with your existing bookkeeper, controller, or outsourced accountant. We do not replace them — we build the planning and analysis layer on top of what they produce.
Translate financials into insight leadership teams can act on
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Why Fractional FP&A

Senior Analytical Firepower Without the Full-Time Hire

A Fractional FP&A model gives you experienced planning and analysis capability at a fraction of the cost of a full-time FP&A hire, and scales up or down as the business evolves.

Clients work with us to:

  • See which products, services, and customers actually make money
  • Forecast cash 13 weeks out so payroll, purchasing, and hiring aren't guesses
  • Walk into lender, board, and investor conversations with numbers that hold up
  • Get a dedicated analyst-and-advisor pairing without the full-time salary

Trust / Differentiation

Analysis You Can Defend in the Room

Our models are built from your operating drivers, not downloaded templates. Every forecast, variance, and recommendation comes with the assumptions written down and the logic you can walk a lender, a board, or a partner through.

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Ready for Numbers You Can Plan With?

If you're looking for forward-looking planning and analysis — not another backward-looking accounting report — we should talk.

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