Fractional CFO Services
13-week cash forecasting, capital guidance, and reporting for owner decisions—without a full-time CFO hire.
Support for decisions that do not fit a monthly close
Equipment buys, bonding, credit-line renewals, and one-off models do not live in the month-end close. Fieldcrest advisory pairs clean financials with scenario tests and packages the lender or owner can use. Transaction work is available when you buy, sell, or recapitalize.
Start Financial Direction Review
Strategic Advisory
Capital, equipment, bonding, and lender packets when the question is bigger than last month’s statements. Transaction support when a deal is on the table.
Lender and bonding packages
Capital and equipment decision support
Transaction packages when a deal is live
Decision frameworks for major bets
Deliverables
What you get in this engagement
1
Capital and equipment
Models for credit lines, equipment, and capacity before you commit.
2
Lender and bonding packets
Schedules and narratives the bank or surety can use.
3
Transaction support
Diligence prep and quality-of-earnings readiness when a deal is live.
4
Special Projects
One-off models for expansion, pricing, or restructuring.
How We Work
Engagement cadence
01
Scope & Stakes
Define decision, timeline, and success criteria.
02
Build & Stress-Test
Models, scenarios, and supporting schedules.
03
Present & Hand Off
Lender packages and next-step owners.
Financial Direction Review
Ready to explore Advisory?
Start a Financial Direction Review—confidential, no obligation, direct senior access.
Confidential • Direct Principal Access • No Obligation
Other Services
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Accounting Operations & Bookkeeping
Systematic bookkeeping, reconciliations, and month-end closes on a published cadence—so your numbers are decision-ready.
Tax Strategy & Compliance
Proactive federal and Texas franchise tax planning so filings are not the first conversation of the year.