CFO Services & Management Reporting
Stakeville's virtual CFO service turns clean books into decisions: monthly management reports in plain English, 13-week cash-flow forecasts, budget-vs-actual tracking, and KPI dashboards, without the cost of a full-time CFO.
Accurate books tell you what happened. CFO-level reporting tells you what to do about it. Most owner-led businesses don't need a $200K full-time CFO, they need someone who reads the numbers every month and translates them into two or three concrete decisions.
Our management packs are built to be read in five minutes: margin trends, the cash runway, the customers or products driving change, and specific questions worth acting on. Everything traces back to a reconciled ledger, so the insight is never built on guesswork.
What's included
Monthly management pack
P&L with trends, margin analysis, and a written briefing, not a spreadsheet dump.
Cash-flow forecasting
Rolling 13-week cash forecasts so payroll, tax, and supplier obligations never surprise you.
Budget vs. actuals
An annual budget built with you, tracked monthly, with variances explained.
KPI dashboards
The 5-8 numbers that actually drive your business, tracked consistently.
Lender & investor reporting
Board-ready packages for banks, investors, and partners.
How it works
Baseline
We establish clean monthly books (or clean them up first), reporting is only as good as the ledger under it.
Design the pack
Together we pick the KPIs and forecast horizon that fit how you make decisions.
Monthly cadence
Reports delivered after each close, with an optional review call to walk through them.
“Our books were 14 months behind when we found Stakeville. Three weeks later everything reconciled and our CPA filed without a single question.”
“The monthly report is one page and I actually read it. What moved, why, and what to watch. That alone is worth the fee.”
CFO Services & Management Reporting, frequently asked questions
What does a virtual CFO cost compared to hiring one?
A full-time CFO typically costs $150K-$250K+ per year. Fractional CFO support from Stakeville is custom-quoted based on scope and is typically a small fraction of that.
Do I need CFO services or just bookkeeping?
If you mainly need accurate records and tax-ready books, monthly bookkeeping is enough. If you're making decisions about hiring, pricing, financing, or expansion and want the numbers behind them, add CFO reporting.
Can you work with my existing accountant or CPA?
Yes, we complement, not replace, your tax professional. We prepare the reporting layer and keep the books they file from.
Find out what your books need, free.
A 20-minute Books Health Check: we review your current setup and tell you exactly what it will take to get clean, decision-ready numbers. No pressure, no credentials requested.