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LedgerPath

CFO Services

From a live dashboard to a finance lead who owns the plan.

Start with the level of support you need: monthly visibility, CFO-level ownership, or a one-off model built for a specific decision.

Book a Finance Visibility Call

Which level fits?

Which level fits?

Start with the level of support that matches the decision you are trying to make. You can step up when the business needs more ownership.

Visibility

Ongoing

Monthly Finance

from $1,200/month

For when you need to see what is happening, what needs attention, and what decisions are safe.

Best for growing businesses that need to know what cash looks like ahead, where margin is being made or lost, and which decisions are safe before hiring, scaling ads, buying stock or raising investment.

  • Cash, margin and KPI visibility
  • Monthly dashboard and commentary
  • The two or three numbers that need attention
  • Monthly review call

This is visibility and review, not full CFO ownership.

Start with Monthly Finance

Judgement and ownership

Ongoing

Fractional CFO

from $2,400/month

For when monthly visibility is not enough and you need a senior finance lead involved in the decisions.

Best for businesses making decisions on hiring, pricing, cash, funding, margin or exit readiness, where monthly reporting alone is no longer enough.

  • Everything in Monthly Finance
  • Senior finance judgement on key decisions
  • Forecasting and scenario planning
  • Commercial finance support
  • Board-level reporting and commentary where agreed
  • Financial model review and build where agreed
  • Support on the finance plan with the leadership team

Monthly Finance shows what is happening. Fractional CFO helps decide what to do and owns the finance plan with you.

Discuss Fractional CFO

One specific decision

One-off

Finance Model or Project

from $1,800 once

For when you need one model built for a funding, hiring, pricing, stock, scenario or exit decision.

  • 13-week cash flow forecast
  • Hiring affordability model
  • Fundraising model
  • Pricing or margin model
  • Stock-buying model
  • Scenario model
  • Exit or diligence model, where agreed

Buy the model once, or keep it live through Monthly Finance from $1,200/month.

Build a finance model

Compare the levels

What changes as you step up?

Scroll sideways to compare the levels

Monthly Financefrom $1,200/monthFractional CFOfrom $2,400/monthFinance Model or Projectfrom $1,800 once
Main purposeVisibilityJudgement and ownershipOne specific decision
Cash, margin and KPI visibilityIncludedIncludedIncluded if part of the model scope
Monthly dashboard and commentaryIncludedIncludedNot ongoing unless moved into Monthly Finance
Monthly review callIncludedIncludedProject review only
Decision recommendationsLight commentary and flagsSenior judgement and recommendationsModel-specific recommendation
Scenario planningLimited or as agreedIncluded where relevantIncluded if part of the model scope
Finance plan ownershipNot includedIncluded within agreed scopeNot included
Board, lender or investor-ready reportingNot standardWhere agreedWhere agreed as part of the project

The Founder Dashboard, Visibility

Monthly Finance

from $1,200/month

Finding out the numbers went wrong only after month-end? See cash, margin and what is moving while you can still act on it.

This is visibility. Monthly Finance shows you what is happening and flags what needs attention, and you make the calls.

Best for growing businesses that need to know what cash looks like ahead, where margin is being made or lost, and which decisions are safe before hiring, scaling ads, buying stock or raising investment.

It is one dashboard built for the business, not a menu. The four models show which view fits. See the four models.

Requires usable books. Bookkeeping can be added where needed.

What is in the dashboard

  • Cash position now and the rolling weeks ahead
  • Profit and margin by the cut that matters: client, project, channel or SKU
  • Revenue and costs with the month-on-month movement that explains them
  • The two or three numbers that need attention this month, traffic-lighted
  • Plain-English commentary: what moved, why, and the decision it points to
  • A monthly review call

Step up when the business needs someone to help make the calls, not just show the numbers.

Fractional CFO, Judgement and ownership

A qualified chartered accountant who owns your numbers with you.

from $2,400/month

Making the big calls alone? Get a finance lead who owns your numbers and your plan with you, without a six-figure hire.

Monthly Finance shows what is happening. Fractional CFO helps decide what to do and owns the finance plan with you.

Best for businesses making decisions on hiring, pricing, cash, funding, margin or exit readiness, where monthly reporting alone is no longer enough.

What ownership looks like

Cash Flow Forecasting

We help decide payroll, hiring and supplier timing with you, against a forecast we own and keep current.

Monthly Reports

Not just a pack. We own the numbers and the narrative, and walk you through the calls they point to.

Financial Clean-Up

We take ownership of getting the numbers right and reconciled before they drive a decision.

Cash Flow and Profitability

We decide with you where to defend margin, where to cut, and how to free up cash.

Exit Preparation

We get you and the numbers ready for a buyer, and own the diligence alongside you.

Included where agreed

Board-level reporting, commentary and financial model review or build can be included within the agreed scope.

Fundraising support can be scoped separately where needed. This may include the model, data-room inputs and finance narrative.

Each engagement includes a defined level of support, agreed on the call. Work beyond the agreed level is scoped and priced separately.

Need it once? One specific decision

Finance Model or Project

from $1,800 once

Raising, hiring, or refinancing? Walk in with one model that answers the question and holds up under scrutiny.

A one-off model suits a single funding, hiring, pricing, stock, scenario, exit or lender or investor question where no ongoing support is needed.

Buy the model once, or keep it live through Monthly Finance from $1,200/month.

See the models

Models built for one decision

  • 13-week cash flow forecast
  • Hiring affordability model
  • Fundraising model
  • Pricing or margin model
  • Stock-buying model
  • Scenario model
  • Exit or diligence model, where agreed

What is not included unless agreed separately?

CFO Services do not automatically include bookkeeping, tax filing, audit, investment advice, legal advice or system implementation. If the books are not current, LedgerPath can add bookkeeping or cleanup support first.

What we need to start

We can work from accounting records, spreadsheets or exported reports. The starting point is not perfect software. The starting point is usable numbers and a clear decision to support.

If the books are not current, bookkeeping or cleanup can be scoped separately before CFO support begins.

See bookkeeping

Common questions

Questions, answered.

Straight answers on what is included, what is not, and what we need to start.

  • Monthly Finance gives you recurring visibility over cash, margin and the numbers that need attention. It includes a monthly dashboard, commentary, cash and margin review, KPI tracking and a monthly review call. It is designed for businesses that need better financial visibility but do not yet need full Fractional CFO support.

  • Monthly Finance shows what is happening and what needs attention. Fractional CFO support goes further: it helps decide what to do, pressure-tests major decisions and supports the finance plan with you. If you need visibility, start with Monthly Finance. If you need senior finance judgement on hiring, pricing, funding, cash, margin or exit readiness, Fractional CFO is the better fit.

  • Not automatically. CFO Services are for financial visibility, planning, forecasting and decision support. Bookkeeping can be added separately where needed, or handled as part of a wider LedgerPath engagement if your books need to be brought up to date first.

  • The numbers need to be usable, but they do not need to be perfect. If your books are current, we can usually start with Monthly Finance, Fractional CFO support or a one-off finance model. If the books are behind or unreliable, LedgerPath can recommend cleanup or bookkeeping support first.

  • Yes. A one-off finance model is useful when you need to answer a specific decision: hiring affordability, cash runway, fundraising, pricing, stock buying, scenario planning, exit preparation or lender and investor questions. You can buy the model once, or keep it live through Monthly Finance from $1,200/month.

  • A Fractional CFO gives senior finance support without hiring a full-time CFO. The work can include cash flow forecasting, financial modelling, scenario planning, management reporting, margin analysis, pricing support, funding preparation and decision support for owners, founders and leadership teams.

  • CFO Services are best suited for founder-led, owner-managed and growing businesses that need better visibility before making decisions on cash, hiring, pricing, funding, margin, stock, growth or exit readiness. It can fit ecommerce brands, agencies, project-based businesses, professional services firms and established businesses that have reports but not enough decision visibility.

  • We can work from accounting records, spreadsheets or exported reports. The work is designed around the decision, not a specific software stack. If your records are incomplete, we will tell you what needs to be cleaned up before the numbers can support reliable decisions.

  • CFO Services do not automatically include bookkeeping, tax filing, audit, investment advice, legal advice or system implementation. If any of those are needed, they should be scoped separately before work starts.

  • Monthly Finance starts from $1,200/month. Fractional CFO support starts from $2,400/month. One-off finance models or projects start from $1,800. Final pricing depends on the quality of the books, complexity of the business, reporting needs, model scope and how much ongoing support is required.

Not sure which level fits?

Start with a short call. We will show you where the visibility gaps are and which level of support fits the decision you are trying to make.

Book a Finance Visibility CallBook a Bookkeeping Call