External CFO + Online Financial Cockpit

Who is this service for?

This service is for companies that:
  • are growing and starting to lose control of their finances
  • have no real margin and profitability data
  • have cash flow problems despite growing revenues
  • are preparing for an investor, a loan, or the sale of the company
  • wants to move from Excel to professional controlling
Check if it's for your business
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What does an external CFO do?

As part of our collaboration:
  • We manage cash flow and liquidity
  • We implement financial controlling and budgeting
  • We build KPI reporting and a CFO dashboard
  • We analyze product and channel profitability
  • We pinpoint where the company is losing money
  • We support management decisions with data
  • We prepare the company for an investor or sale (M&A)

Online Financial Cockpit

You have all the data in one place for the entire company

Cash flow in real time

Margin on products and channels

Key business KPIs

Management reports

Alerts and recommendations

What do customers say about us?

We measure our success by the success of the companies we support. See what business leaders say about working with an External CFO.

marcin-wisniewski
“We wanted someone who was flexible, in constant contact with us, and understood our business. At the same time, we didn’t need a full-time CFO. I’m very happy with the decision to cooperate (…) – thanks to this, we gained transparent, organized finances, consistent with accounting.”
Marcin Wiśniewski – Managing Director of Prompteye

A proven method of cooperation

We don’t revolutionize your business overnight. We implement change wisely and step by step:

Free consultation (Kick-off)

A 45-minute conversation to diagnose your company’s challenges and determine where we can generate the greatest value.

Audit and financial diagnosis

A detailed review of the books, processes, cost structure and IT systems used.

Strategy and budget development

Determining performance indicators (KPIs), streamlining accounting policies and creating a roadmap for finance.

Tool implementation and automation

Building automated dashboards, synchronizing sales data with accountants, and implementing management reporting.

5

Ongoing support and periodic consulting

Decision-making meetings where the CFO discusses results, deviations from the plan and recommends optimizations.

Choose a package tailored to your situation

BASIC

Quick verification and recommendations for key changes

Price (one-time):

6000 PLN netto

Make sure what works, gain knowledge on what to improve.

Overview of current procedures

Verification of accounting methods

Identifying areas for optimization

Assessment of reporting method

2 workshops with our specialists

You get:

📋 Financial management report with recommendations

OPTIMUM

Companies with revenues <20 million PLN

Full External CFO Support + Online Financial Cockpit

Price (implementation):

15 000 PLN netto

Monthly care:

4000 PLN netto / miesiąc

Implementation:

We check everything we can and implement solutions:

As-Issue Analysis: In-depth review of all your financial control systems, methods, and processes you rely on

Recommendations and implementation of a working Financial Cockpit

Automation of as many processes as possible in your company

Monthly Financial Director Support:

4 hours of available financial consultations with the Financial Director

Monthly access to the Online Financial Cockpit

You get:

🎓 Full cost control

🎥 Margin and profitability monitoring

📄 Set realistic business goals that you can monitor

🎓Seal the organization - you avoid cost leaks

📋 You get a reliable source of data to make accurate business decisions.

PREMIUM

Companies with revenues > PLN 20 million

Ask for an offer

How we implement CFO and financial dashboard

Stage I

Analysis

  • financial and accounting processes
  • data sources and reporting
  • organizational structure
Result: report + implementation plan

Stage II

Implementation

  • Budget model
  • Chart of accounts
  • Data integration
  • Automation
Result: A working dashboard

Stage III

Optimization

  • budgeting and control
  • result analysis
  • cost optimization
Result: full financial control

Meet our experts

    Daniel Racis
    An experienced business consultant and analyst specializing in solving complex organizational problems and process optimization. He has extensive experience as Managing Director of numerous leading companies, where he was responsible for e-commerce strategy and development, as well as managing key areas of the company. In his work, he focuses on the financial aspects of the business, ensuring profitability, liquidity, and effective cost management.
      Michał Uherek
      An investor and entrepreneur, he lives in Hong Kong and advises VC funds on investment analysis and monitoring. Mike has a financial background. At Venturepackt, he is responsible for the China office, projects, and financial analysis.

      Key benefits of Fractional CFO

      By choosing the Fractional CFO model, you gain flexibility and quality unavailable in traditional forms of employment.
      Savings of 60-70% on costs

      You gain the competencies of a financial director without the full-time employment costs and recruitment costs.

      Flexibility of engagement

      You pay for actual time and results. We scale support based on your company's current needs (e.g., more intensively during budgeting periods).

      Access to elite know-how

      Our experts have extensive experience in investment funds and companies in your industry.

      An objective view from the outside

      An external CFO is not entangled in internal relations - he assesses the situation coolly, cures the organization of cost blindness and recommends the best market practices

      Ready to take your financial management to the next level?

      Don’t let a lack of hard data hinder the growth of your business.

      Book a free consultation

      The conversation is 100% non-binding.
      Let's talk about your company's challenges.

      Completed transactions

      We focus on the full M&A process. All of our initiated projects have found a new buyer or investor. Check out our client feedback.

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