Scope sheet
finbryn.com
Virtual CFO
Fractional CFO
Finbryn's fractional CFO service, working from your QuickBooks Online, Xero or NetSuite books, gives a US business senior finance leadership on a part-time schedule: a monthly close review, a rolling cash and runway view, board or investor materials, and a second opinion on pricing, hiring and financing decisions, without the salary, payroll tax and benefits load of a full-time hire.
What is included
- Monthly finance review call covering cash, margin and the month's variances
- A rolling cash position and short-term runway view
- Board or investor deck built from your actual monthly numbers
- Written scope agreement setting out exactly what is and is not included
- Ad hoc review of a pricing, hiring or spending decision before you commit
- A named finance lead you can reach directly between scheduled calls
- Senior review of every model or report before it reaches you
- A finance calendar tracking estimated tax dates, franchise tax and covenant tests
The process
- 1.
Scoping call
We review your current books, software access and the specific decisions in front of you, and agree which recurring deliverables are active for month one.
- 2.
Baseline review
Before the first regular cycle, we read the prior 3 to 6 months of financials to establish the trend line the monthly review will be measured against.
- 3.
Monthly close review
Once your books close for the month, we compare actuals to budget and to the prior period, and isolate the variances worth a conversation.
- 4.
Review call
A standing call walks through cash, margin and the month's key decisions, with talking points prepared in advance rather than read from a raw report.
- 5.
Between-call support
Ad hoc questions on pricing, hiring or a specific contract get a response between scheduled calls, scoped to what was agreed at kickoff.
- 6.
Senior review
Every model or note goes through a second, senior reviewer before it reaches you, checking the logic and the source data behind each figure.
- 7.
Quarterly scope check
Roughly every quarter we revisit whether the scope still matches your stage, and adjust hours or deliverables up or down as needed.
Software
QuickBooks Online, Xero, NetSuite, Google Sheets, Fathom, Excel
Quality control
None of that requires a full-time hire, but all of it benefits from someone who has seen the pattern before and reviews the numbers with an owner's stake in the outcome, backed by a second, senior review before anything reaches you.
Pricing
Fractional CFO work is priced as an add-on to a bookkeeping plan and scoped to the deliverables active that month. Starting figures and the calculator are published on the pricing page; your exact fee is confirmed in writing once we know your software, transaction volume and which recurring reports you need.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026