KRAFT ADVISORS
KRAFT ADVISORS
Engagements are scoped to your stage — from a single financial model to ongoing fractional CFO leadership.
Embedded, part-time financial leadership for businesses not yet ready for a full-time CFO. Includes monthly board/investor reporting, KPI dashboards, cash management, and direct participation in strategic decisions (pricing, hiring, capital allocation).
Rolling 13-week cash flow models, annual budgets, and budget-to-actual variance reporting. Built in a format your team can maintain after the engagement ends.
Chart of accounts cleanup, close-process design, and evaluation/implementation of accounting, FP&A, and reporting tools (e.g., QuickBooks/NetSuite, budgeting software, BI dashboards).
Financial models, data rooms, and diligence packages for businesses raising debt or equity, or preparing for a sale. Positions your numbers to withstand outside scrutiny.
A focused, 2–3 week review of your financial reporting, margins, and cash position, ending in a prioritized action plan.
| Engagement | Structure | Typical Range |
|---|---|---|
| Financial Health Assessment | Fixed-fee, 2–3 weeks | Quoted after scoping call |
| Fractional CFO Leadership | Monthly retainer, 10–20 hrs/month | Quoted after scoping call |
| Capital/Transaction Readiness | Fixed-fee project | Quoted after scoping call |
Final pricing depends on complexity, entity structure, and monthly transaction volume — set after an initial call.
Tell us where the business is today and where it's headed — we'll recommend a starting point.
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