What is a fractional CFO?

A fractional CFO provides senior financial guidance on a part-time basis. You get forecasting, reporting, and decision support without the salary of a full-time executive.

What is a 13-week cash flow forecast?

It is a week-by-week projection of cash coming in and going out over the next quarter. It helps you see tight weeks in advance and plan for payroll, purchases, and debt payments.

Do you replace my bookkeeper or accountant?

No. Fractional CFO Light works alongside them. Rob reviews the books, raises questions, and turns the numbers into decisions, while your bookkeeper records transactions and your CPA handles tax and compliance work.

Which accounting software do you work with?

QuickBooks Online is most common, and other mainstream small-business platforms can usually be accommodated. Confirm your system in your free written review.

Is this tax or investment advice?

No. This is business financial guidance. Tax, legal, and investment questions should go to qualified licensed professionals.

How quickly can we get started?

Most engagements begin after a free written review and access to your books. Timing depends on how current your records are.

Fractional CFO Light: Clear Numbers, Confident Decisions

Monthly financial leadership from a working CEO and CFO, starting at $300 per month.

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Overview

Fractional CFO Light

Many small businesses are profitable on paper and still feel short on cash. Others have a bookkeeper but no one who turns the numbers into decisions. Fractional CFO Light gives you a practical monthly rhythm for understanding your finances without the cost of a full-time CFO.

Each month Rob reviews your books for gaps and questions, keeps a rolling 13-week cash flow forecast current, and maintains a short KPI dashboard built around the measures that actually drive your business. You receive a written review and a short recorded video walkthrough with clear next steps.

Rob serves as CEO and CFO of Angels on Call, a specialized home care company. The same systems that power a growing home care company, with hundreds of families and a team of dozens, are what Rob brings to your business. He manages payroll pressure, collections, and cash planning in a real business, and he brings that same discipline to yours.

Who It’s For

Owners of small and mid-sized businesses who want a clearer view of cash and performance
Businesses with a bookkeeper or accountant but no one interpreting the numbers
Growing companies preparing for hiring, a loan, a large purchase, or a new location
Owners who feel surprised by tight months or tax-time results
Leaders who want a trusted sounding board for financial decisions

Problems We Solve

Not knowing how much cash you will have in six to twelve weeks
Books that are behind, inconsistent, or hard to understand
Making pricing, hiring, or spending decisions on gut feel
Too many reports and not enough insight
Collections and payables that drift without a clear owner
Stress before payroll, tax payments, or large bills

What’s Included

What You Get

Monthly bookkeeping review to identify gaps, miscategorizations, and questions for your bookkeeper or accountant
Rolling 13-week cash flow forecast built around expected collections and payments
KPI dashboard focused on the five to eight measures that matter most to your business
Monthly written review with a short recorded video walkthrough
Plain-English summary of what changed, what to watch, and recommended actions
Accounts receivable and payables check-ins to keep cash moving
Support preparing for conversations with lenders, CPAs, or partners (not tax or audit services)

Process

How It Works

1
Free written review
Share your goals, your current reporting, and what keeps you up at night financially.
2
Access and review
Provide read access to your accounting system and recent statements so Rob can assess the state of your books.
3
Build your tools
Rob sets up your 13-week cash flow forecast and KPI dashboard, tailored to your business.
4
Monthly review
Each month Rob sends a written review and a short recorded video walkthrough; decisions and follow-through are agreed by email.
5
Adjust as you grow
Scope can expand as your needs change, with any changes agreed in advance.

Rob Dalton, founder of Dalton Elite Solutions

Why Dalton Elite Solutions

Operator-Led, Plain-English Guidance

Guidance from a working CEO and CFO, not a theorist
A simple monthly rhythm instead of complicated reports
Focus on cash visibility and decisions, not just historical statements
Clear, published starting price and agreed scope
Works alongside your existing bookkeeper and CPA

Pricing

A Clear Starting Point

Starting at

$300/mo

Starts at $300 per month for the core monthly review, forecast, and dashboard.
Final pricing depends on transaction volume, number of entities or locations, and the condition of your books. It is confirmed with Rob before work begins.
Bookkeeping clean-up, if needed, is quoted separately in advance.
This service does not include tax preparation, audits, or attest work; those remain with your CPA.

Scope and final pricing are confirmed with Rob before work begins.

FAQ

Common Questions

Get Clear on Your Cash

Request a free review and quote by email to see whether Fractional CFO Light fits your business.

Get a Free Review & Quote by Email