Fractional CFO Onboarding Checklist

Hit the ground running with strategic finance support—minimal disruption, maximum impact.

• Define scope: Align on KPIs (e.g., ARR growth, EBITDA targets) via kick-off call.
• Grant secure access: Set up RDC/cloud permissions to your tools (no data export).
• Audit current setup: Map processes in QuickBooks/Xero for gaps.
• Build playbook: Customize reporting cadence (weekly dashboards, monthly forecasts).
• Integrate AI tools: Deploy predictive models for scenario planning.
• Train internal team: 1-hour session on shared workflows and handoffs.
• Set review cadence: Bi-weekly check-ins for adjustments.
• Track quick wins: Baseline metrics and measure uplift (e.g., 2x faster insights).
• Scale plan: Outline ramp for adding FP&A support post-Q1.
• Exit strategy: Document for seamless in-house transition if needed.