FRACTIONAL CFO
Your next big decision.
A clearer financial view.
Cash, capital, growth, and the trade-offs in between. Bring experienced CFO judgment into the decisions shaping your business, with a practical plan your finance team can work from.
Vivin D’Souza
FRACTIONAL CFO
Experienced people. Real work. ↗
THE PRIORITY
Fractional CFO
THE APPROACH
Senior judgment. Practical direction.
THE LEADERSHIP MANDATE
Financial leadership for the decisions shaping your business.
A fractional CFO owns the agreed financial leadership mandate. Accounting, close and reporting execution are separate scopes.
WHAT WE CAN DEFINE TOGETHER
01
Cash and capital priorities
02
Forecast assumptions and scenarios
03
Board and lender decision brief
The outputs, responsibilities and review points are agreed before work begins.
Discuss this scope ↗THE PERSON BEHIND THE PERSPECTIVE
Meet
Vivin D’Souza.
Vivin works alongside leadership, accounting, and operations, connecting the financial view to the decisions facing the CEO. His remit spans FPandA, cash planning, profitability, and MandA advisory, with a practical focus on what the business should do next.
Discuss your financial priorities ↗01
FPandA and forecasting
Rolling forecasts, budget-to-actual reviews, and scenarios connect operating assumptions to hiring, investment, and growth decisions.
02
Cash and liquidity
A 13-week cash view brings collections, payroll, debt, capital expenditure, and working capital into the same conversation.
03
Profitability and margin
Customer, project, contract, and service-line economics reveal the trade-offs behind pricing, margins, and resource allocation.
04
MandA advisory
Board and lender reporting, financing scenarios, acquisition models, and diligence support put the numbers behind the next move.
SELECTED COMPANY EXPERIENCE
Experienceyou can build on.
Selected experience across SPG leadership and delivery partners. These logos reflect collective experience, not a single SPG client list.
Explore company experience ↗YOUR WORKING WORLD
The decisions need direction.
The work needs an owner.
Bring experienced CFO leadership to the strategy, trade-offs, and team direction. Keep hands-on execution scoped separately.
Keep the decisions that belong with your leadership. Give the agreed responsibilities a clear owner.
Put support around this priority ↗LESS ON YOUR DESK. MORE IN MOTION.
YOUR WORKING WORLD
BEFORE SPG
Everything comes
back to you.
Add SPG
YOUR LEADERSHIP TEAM
The vision. And every detail.
The work is ready. Your calendar isn’t.
4 priorities
on your desk
on your desk
01
Financial direction
Decisions. Priorities. Direction.
Needs your attention
02
Planning and capital
Decisions. Priorities. Direction.
Needs your attention
03
Leadership and oversight
Decisions. Priorities. Direction.
Needs your attention
04
Team direction
Decisions. Priorities. Direction.
Needs your attention
Too many priorities. Too few clear owners.
Build my team↗
LESS ON YOUR DESK. MORE IN MOTION.
YOUR WORKING WORLD
WITH SPG
Your direction.
Shared momentum.
SPG added
YOUR LEADERSHIP TEAM
Stay close to the big decisions.
Experienced leadership around the agreed mandate.
Your focus
the next move
the next move
01
Financial direction
Decisions. Priorities. Direction.
Fractional CFO
02
Planning and capital
Decisions. Priorities. Direction.
Fractional CFO
03
Leadership and oversight
Decisions. Priorities. Direction.
Fractional CFO
04
Team direction
Decisions. Priorities. Direction.
Fractional CFO
Your executive leads the mandate. Hands-on execution is scoped separately.
Build my team↗
THE CAPABILITY BEHIND THE AMBITION
Senior judgment.
A working direction.
Explore the work we can put around your leadership priorities.
CONNECT THE RIGHT EXPERTISE
Finance leadership and execution, assembled to your need.
01
Financial direction
Understand the economics of the business and the choices behind your growth plan.
DIRECTION and OUTPUTS
Financial priorities, decision framework, and a finance roadmap.
02
Planning and capital
Pressure-test scenarios, evaluate funding needs, and connect ambition to available resources.
DIRECTION and OUTPUTS
Cash planning, scenario models, and capital decision support.
03
Leadership and oversight
Give finance a clear voice in leadership discussions and a consistent review rhythm.
DIRECTION and OUTPUTS
Management reporting requirements, board narrative, and finance team direction.
EXPERIENCE YOU CAN PUT TO WORK
From the big question
to the next clear move.
Practical tools for the decisions ahead. We agree the deliverables around your business and the leadership mandate.
01
13-week cash view
02
Rolling forecast and scenarios
03
Customer / project margin map
04
Board and lender reporting pack
05
Capital and transaction model
06
Financial priorities and decision plan
↗
WHEN SPG HELPS MOST
You know what needs to happen.
Let’s put the work in motion.
Perspective for the
decisions that matter.
decisions that matter.
A CLEAR PRIORITY IS ENOUGH TO START ↗
01
A priority that matters.
Your numbers exist, but the decisions still feel unclear.
02
A gap worth closing.
A new growth phase needs stronger planning and financial leadership.
03
A next move to make.
Your finance team needs senior direction without a full-time CFO hire.
YOUR PEOPLE AROUND THE PRIORITY
Clear roles.
Connected work.
From executive direction to specialist delivery. Explore the people and responsibilities behind each practice.
YOUR DIRECTION
Your company
You and your leadership team
OPTIONAL EXECUTION SCOPE
Specialist execution team
Hands-on delivery capacity. Scoped and priced separately.
YOUR EXECUTIVE ENGAGEMENT
Fractional CFO
Strategy, decisions, and functional direction
Choose a practice to explore its team structure.
THE FINANCE PRACTICE
Connect executive decisions to clear numbers and dependable financial operations.
Planning → financial execution
OPTIONAL EXECUTION PRACTICE
- Planning and analysisFPandAForecasting · Budgeting · KPIs · Scenarios · Unit economics
- Close and financial controlControllerReporting · Policies · Controls · Revenue recognition · Audit readiness
- Transactional executionAccountingBookkeeping · AP / AR · Reconciliations · Billing · Expenses · Journals · Accruals
EXECUTIVE LEADERSHIP
EXECUTIVE LEADERSHIP
Fractional CFO
Financial strategy · Capital · Board · Decisions
Leadership is agreed in your mandate.
Execution is scoped separately.
SYSTEMS and DATA
ERP
Billing
AP
Payroll
Banking
Integrations
Data
Automation
Dashboards
Models
SPECIALIST OVERLAYS
MandA Finance
Technical Accounting
Transaction Readiness
Transformation
Vertical Finance Expertise
THE MARKETING PRACTICE
Build demand. Shape the story. Bring the launch to life.
Select a branch to expand or collapse
OPTIONAL EXECUTION PRACTICE
- PRACTICE LEADERSHIPMarketing Practice Lead
- DELIVERY COORDINATIONAccount / Marketing Manager
EXECUTIVE LEADERSHIP
EXECUTIVE LEADERSHIP
Fractional CMO
Senior strategy, decisions, and functional leadership.
Leadership is agreed in your mandate.
Execution is scoped separately.
- Growth Lead
- Product Marketing Specialists
- ABM Specialists
- GTM Specialists
- Content Lead
- Copywriter
- SEO Specialist
- AEO / AI Visibility Specialist
- Social Specialist
- Creative Lead
- Designer
- Video Specialist
- Web Designer
- Performance Marketing
- Paid Media Specialist
- CRO Specialist
- Marketing Ops
- CRM Specialist
- Email Specialist
- Automation Specialist
- PR / Comms
THE SALES PRACTICE
Create conversations. Progress opportunities. Close the right deals.
Select a branch to expand or collapse
OPTIONAL EXECUTION PRACTICE
- PRACTICE LEADERSHIPSales Practice Lead
EXECUTIVE LEADERSHIP
EXECUTIVE LEADERSHIP
Fractional CSO / CRO
Senior strategy, decisions, and functional leadership.
Leadership is agreed in your mandate.
Execution is scoped separately.
- Sales Manager
- AEs / Closers
- Account Managers
- SDR / BDR Manager
- SDRs / BDRs
- Revenue Operations
- CRM Admin
- Sales Ops Analyst
- Data / Reporting
- Automation
CONNECTED SPECIALISTS
Sales Enablement Specialist
Proposal / Deal Desk Specialist
Revenue Operations connects into Sales as a dedicated practice. Explore its own structure in the RevOps tab.
THE REVENUE OPERATIONS PRACTICE
The systems, data, and automation behind your sales engine.
Select a branch to expand or collapse
OPTIONAL EXECUTION PRACTICE
- PRACTICE LEADERSHIPRevenue Operations Practice Lead
- DELIVERY COORDINATIONRevOps Manager
EXECUTIVE LEADERSHIP
EXECUTIVE LEADERSHIP
Fractional CRO
Senior strategy, decisions, and functional leadership.
Leadership is agreed in your mandate.
Execution is scoped separately.
- CRM and Systems Lead
- CRM Administrator
- Systems Integration Specialist
- Sales Automation Lead
- Lead Routing and Follow-up
- Workflow Automation Specialist
- Revenue Intelligence Lead
- Sales Ops Analyst
- Pipeline and Forecast Reporting
- Data Quality Specialist
- Lifecycle Operations
- Marketing-to-Sales Handoffs
- Customer Lifecycle Automation
THE AI PRACTICE
Useful workflows. Capable people. Responsible adoption.
Select a branch to expand or collapse
OPTIONAL EXECUTION PRACTICE
- PRACTICE LEADERSHIPAI Practice Lead
EXECUTIVE LEADERSHIP
EXECUTIVE LEADERSHIP
Fractional CAIO
Senior strategy, decisions, and functional leadership.
Leadership is agreed in your mandate.
Execution is scoped separately.
- AI Solutions Architect
- AI Agents / Assistants
- RAG / Knowledge Systems
- LLM Integration
- Custom AI Applications
- Automation Engineer
- Workflow Automation
- Process Integrations
- AI/ML Engineer
- Model Integration and Evaluation
- Data / Analytics Engineer
- Data Pipelines and Analytics
- AI Governance and Risk
- Controls and Responsible Use
CONNECTED SPECIALISTS
AI Training and Enablement
AI Adoption / Change Management
THE TECHNOLOGY PRACTICE
From product discovery to apps, websites, and reliable releases.
Select a branch to expand or collapse
OPTIONAL EXECUTION PRACTICE
- PRACTICE LEADERSHIPTechnology Practice Lead
EXECUTIVE LEADERSHIP
EXECUTIVE LEADERSHIP
Fractional CTO / CIO
Senior strategy, decisions, and functional leadership.
Leadership is agreed in your mandate.
Execution is scoped separately.
- Product Manager
- Product Discovery
- Roadmap and Requirements
- Engineering Lead
- Frontend Engineer
- Backend Engineer
- UX/UI Lead
- UX/UI Designer
- Cloud / DevOps
- DevOps Engineer
CROSS-FUNCTIONAL DELIVERY
- QA Engineer
- Testing and Release Quality
- Systems / Integration
- CRM / ERP / API Specialist
- Security / IT
- Security and Infrastructure
THE OPERATIONS PRACTICE
Clear processes and dependable delivery across the business.
Select a branch to expand or collapse
OPTIONAL EXECUTION PRACTICE
- PRACTICE LEADERSHIPOperations Practice Lead
- DELIVERY COORDINATIONOperations / Account Manager
EXECUTIVE LEADERSHIP
EXECUTIVE LEADERSHIP
Fractional COO
Senior strategy, decisions, and functional leadership.
Leadership is agreed in your mandate.
Execution is scoped separately.
- Delivery Lead
- Project Manager
- Delivery Coordinator
- Process Lead
- Process Improvement Specialist
- Documentation Specialist
- Business Operations
- Resource Coordination
- Systems and Reporting
THE CUSTOMER SUCCESS PRACTICE
Turn customer commitments into onboarding, adoption and renewal readiness.
Select a branch to expand or collapse
OPTIONAL EXECUTION PRACTICE
- PRACTICE LEADERSHIPCustomer Success Practice Lead
- DELIVERY COORDINATIONCustomer Success / Account Manager
EXECUTIVE LEADERSHIP
EXECUTIVE LEADERSHIP
Fractional CRO
Senior strategy, decisions, and functional leadership.
Leadership is agreed in your mandate.
Execution is scoped separately.
- Onboarding Lead
- Implementation Coordinator
- Customer Training Specialist
- Adoption and Health Lead
- Customer Success Specialist
- Customer Insights Analyst
- Retention Lead
- Renewal Preparation
- Value Reviews
- Lifecycle Operations
- CRM and Customer Data
- Sales-to-Success Handoffs
Your executive leads the agreed mandate. Specialist execution is a separate scope. Explore the practices below.
One shared plan. Clear responsibilities. Regular progress reviews.
Build the team around your priority ↗WHERE THE STRATEGY MEETS THE WORK
Put the decision
in the full picture.
Connect the cash position, operating assumptions, and growth choices before making the next commitment.
Financial perspective, close to the business.
THE FINANCIAL DECISION
- 01Cash position
- 02Operating forecast
- 03Capital choices
Hiring
Investment
Runway
A clearer basis for the next decision.
A CLEAR PRIORITY. THE RIGHT PEOPLE. WORK IN MOTION.
Let’s talk about your next move ↗A WORKING RHYTHM
Make progress visible.
Keep decisions moving.
01
Daily transactions, exceptions, and cash-critical items.
02
Weekly cash, collections, AP, and close readiness.
03
Monthly close, statements, KPIs, and forecast; quarterly stakeholder reporting.
SET UP FOR USEFUL WORK
What we establish
before we begin.
A clear brief protects your time and gives the team a practical starting point.
✓
Your objectives, reporting obligations, and current finance process
✓
Secure access to accounting, billing, banking, and operating data
✓
Existing advisers, decision-makers, and approval requirements
DEFINE SUCCESS TOGETHER
Useful measures.
Connected to your business.
We agree the baseline, reporting definitions, and review criteria during scoping. Measures depend on the work, not a generic promise.
01
Close reliability
02
Forecast usefulness
03
Cash visibility
04
Control quality
THE FINANCE OPERATING STACK
Four layers.
Only the parts you need.
Accounting, Controller, FPandA, and CFO leadership serve different purposes. Systems and data support every layer.
LAYER 01
Accounting
Record and reconcile
Complete, current, reliable books.
LAYER 02
Controller
Close and control
Integrity of accounting and reported results.
LAYER 03
FPandA
Plan and analyze
Forward-looking planning tied to operating drivers.
LAYER 04
CFO
Decide and lead
Executive leadership, separately scoped.
Systems and data
ERP · Billing · AP · Expense · Payroll · Banking · Integrations · Automation · Reporting infrastructure
Specialist overlays
Technical accounting · MandA finance · Transaction readiness · Transformation · Vertical expertise
FIVE WAYS IN
Tell us the need.
We’ll match the model.
01
CFO
You need someone to lead finance.
+
Executive direction across strategy, capital, liquidity, and decisions. Your existing team can continue to execute.
02
Execution team
You have leadership; you need capacity.
+
Accounting, Controller, FPandA, or systems support beneath your CFO or internal finance owner.
03
CFO + team
You need leadership and delivery.
+
An integrated finance engagement with clear executive accountability and specialist execution.
04
Specialized service
You need one specific capability.
+
A named lead owns the agreed workstream, from a reporting model to close discipline or technical support.
05
Outcome mandate
You need a defined end state.
+
A scoped program around close acceleration, integration, modernization, or transaction readiness.
SOFTWARE-LED. HUMAN-SUPERVISED.
Software does the work.
People own the result.
01
Automate first
Data ingestion, coding rules, routine AP and expense, bank feeds, recurring journals, basic reconciliations, and report refreshes.
02
Review exceptions
Reconciliation breaks, unusual transactions, low-confidence items, close checklists, billing variances, and data integrity.
03
Keep judgment human
Material accounting judgments, controls, close sign-off, forecast assumptions, capital decisions, and board communication.
FINANCE THAT UNDERSTANDS THE BUSINESS
The same discipline.
Different operating drivers.
SaaS
Connect recurring revenue to the drivers of growth.
ARR / MRR, deferred revenue and revenue recognition; retention and expansion; CAC, payback and gross margin; burn, runway, headcount, and cash scenarios.
PE-backed companies
Finance that supports the investment thesis.
Adjusted EBITDA and sponsor reporting; cash and working capital; debt and covenant visibility; pricing and margin initiatives; add-on integration; exit readiness.
Agencies and professional services
Know which clients, projects, and people create value.
Client and project margin; utilization and realization; contractor mix and capacity; backlog and pipeline; billing cadence, collections, DSO, and cash conversion.
Project-driven businesses
See the economics while the work is still active.
Original and revised budgets; committed costs and cost-to-complete; variation orders; milestone billing; expected project margin and cash exposure.
WORKING WITH YOUR ADVISERS
Coordinate the experts.
Keep the responsibilities clear.
Specialist
SPG supports
Your adviser owns
Tax
Financial data, schedules, planning inputs
Returns, opinions, and structuring
Audit
Books, schedules, controls, responses
Independent opinion and assurance
Legal
Financial analysis and implementation
Advice, contracts, and deal documents
Valuation
Operating data, forecasts, and inputs
Independent valuation opinion
Investment banking
Readiness, models, diligence support
Deal process and buyer outreach
CHOOSE THE DEPTH OF LEADERSHIP
Senior perspective.
Or an executive mandate.
GUIDANCE and REVIEW
Executive advisory
Senior input on your strategy, priorities and decisions. Your team retains day-to-day ownership.
From $3,500
Discuss advisory ↗/ month
FUNCTIONAL LEADERSHIP
Embedded Fractional CFO
An agreed leadership mandate, decision responsibilities and working rhythm alongside your team.
Scoped to your mandate
Define the leadership role ↗OPTIONAL DELIVERY ADDITION
Specialist execution
Hands-on capacity when the plan needs people to deliver. Account and delivery management are included in execution engagements.
From $12,000
/ month
Execution is scoped and priced separately from executive leadership.
Explore delivery support ↗USD. Your proposal confirms capacity, term and responsibilities. For a defined deliverable, focused projects start at $6,500.
BEFORE WE BEGIN
Your questions.
A clearer decision.
How is a fractional CFO different from an accounting team?
Your CFO connects financial information to decisions about cash, investment, profitability and capital. An accounting team maintains the books and reporting foundations. You can engage either or combine them with separate responsibilities.
What does the executive own?
We agree the mandate, decision authority, access to information and working rhythm. Your proposal distinguishes advisory guidance from embedded functional leadership and specifies the responsibilities retained by your team.
Is an execution team included?
No. Hands-on specialist delivery is a separate scope. You can keep your existing team, add specific delivery capacity or combine leadership and execution with clear responsibilities.
How are scope and investment agreed?
Your proposal confirms responsibilities, deliverables, capacity, term and investment. Additional leadership, third-party costs and changes to scope are identified separately before you commit.
OPTIONAL DELIVERY SUPPORT
Put the plan into practice.
YOUR PRIORITY
A clearer plan.
The right people.
Work in motion. ↗
ONE PARTNER. MORE WAYS FORWARD.
LET’S TALK ABOUT YOUR NEXT MOVE
What needs
to moveforward?
Tell us the priority. We’ll help shape the leadership, team, or focused project around it.
- 01Start with your business context.
- 02Define the work and the right people.
- 03Agree the scope and investment.
A conversation first. A clear proposal before you commit.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.