Fractional CFO Packages with AI Integration
Strategic Financial Leadership for Small to Mid-Cap Companies
Key Benefits:
Real Time Financial Clarity, Predictive Forecasting for Smarter Decisions, Scalable CFO Support Tailored to Your Growth Stage, Enhanced Investor Confidence and Readiness, Operational Efficiency and Cost Optimization
Get Real Time Financial Clarity
At Douglass Advisory, we provide fractional CFO services that combine human expertise with cutting-edge AI technology, designed specifically for small to mid-cap companies and scaling startups that need enterprise-level financial intelligence — without enterprise-level costs. Whether you’re stabilizing operations, preparing for expansion, or pursuing an acquisition, we bring the systems, strategy, and insight that keep you two steps ahead of the market.
Our approach blends hands-on financial management with AI-enhanced analytics — giving you real-time visibility, predictive forecasting, and actionable insights to strengthen your company’s financial resilience and investor confidence.
From boot strapped startups gaining traction to $200M companies planning growth or restructuring, Douglass Advisory partners with leadership teams to transform financial data into strategic direction.
Challenges We Solve
Removing the barriers that limit financial clarity and growth.
Lack of in-house CFO expertise
Unclear financial forecasting
Difficulty tracking KPIs
Limited bandwidth for investor relations
Fractional CFO Services — Three Levels of Strategic Support
Every business requires a different level of financial leadership as it grows. Our Fractional CFO services are offered in three clearly defined tiers, each designed to meet you where you are today—while building the financial intelligence needed for what comes next.
Tier 1: Your Financial Foundation, Built the Right Way
Perfect for startups and small businesses ready to get serious about their numbers. This package gives you clean financial structure, AI-powered forecasting, real-time dashboards, and expert CFO guidance — all at a fraction of the cost of a full-time hire. Gain clarity, eliminate surprises, and make smarter decisions from day one.
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Perfect for startups and small businesses establishing their first financial structure or preparing for scalable growth.
Includes:
– Monthly financial reviews with AI-assisted reporting dashboards
– Automated forecasting and cash flow modeling (12–24 months) using AI-driven sensitivity analysis
– KPI and performance dashboard setup with trend detection alerts
– AI tools to analyze expense categories and identify efficiency opportunities
– Budget planning and variance tracking automation
– Bank and credit line management guidance
– Investor reporting templates enhanced with predictive metrics
- Up to 10 hours/month of fractional CFO support
AI Integration:
Automated data collection from financial systems (QuickBooks, Excel, CRM), AI-driven trend analysis, and predictive variance detection for early warning signals.
Goal:
Establish an intelligent, automated financial foundation that helps founders and small business owners understand cash flow and performance in real time.
Tier 2: Predictive Intelligence for Growth-Stage Companies
Built for businesses entering true growth mode, this package delivers the financial clarity, forecasting power, and strategic leadership your team needs to scale with confidence. You get weekly CFO strategy support, AI-enhanced dashboards, predictive cash-flow tools, investor-grade reporting, and advanced working-capital insights — all integrated into your operations. Ideal for companies ready to move beyond basic financial management and into data-driven, sustainable expansion.
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Ideal for small to mid-cap companies entering growth mode — where cash flow forecasting, investor reporting, and operational data integration become mission-critical.
Includes everything from Tier 1, plus:
– Weekly CFO strategy sessions
– Custom Power BI or Excel dashboards with AI forecasting modules - Predictive cash flow management and working capital optimization
– Automated KPI tracking using natural language reporting (“Explain this month’s revenue changes”)
– Cap table and fundraising scenario planning supported by AI sensitivity testing
– Expense optimization with machine learning pattern detection
– Quarterly investor-ready reporting enhanced with visual AI analytics
– Liaison with accountants, tax advisors, and legal teams
– Up to 25 hours/month of fractional CFO engagement
AI Integration:
Predictive analytics for revenue and expense forecasting, AI-driven funding scenario modeling, and automated performance summaries with executive-ready visual insights.
Goal:
Empower your leadership team with data clarity and predictive insights that guide sustainable growth decisions.
Tier 3: Executive-Level Intelligence for High-Stakes Growth
Designed for established companies facing mergers, acquisitions, private equity partnerships, or major expansion initiatives, this elite package delivers CFO leadership at the highest level. Tier 3 integrates advanced AI forecasting, M&A modeling, valuation simulations, and real-time risk monitoring into a unified financial intelligence system. With investor-ready dashboards, automated reporting, multi-entity cash-flow forecasting, and up to 50 hours/month of hands-on CFO leadership, your organization gains the strategic power needed to manage complexity, negotiate confidently, and scale with precision.
For companies preparing for transformative growth, Tier 3 provides the executive insight and predictive financial infrastructure required to stay ahead of every decision.
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Designed for established mid-cap companies navigating mergers, acquisitions, private equity partnerships, or major expansion initiatives.
Includes everything from Tier 2, plus:
– M&A and valuation modeling with AI scenario simulations
– Real-time risk monitoring and AI alerts for financial health deviations
– AI-enhanced investor presentation dashboards (Power BI or Tableau)
- Private placement memorandum (PPM) financials auto-updated via linked data feeds
– Predictive forecasting for multi-entity cash flows and acquisitions
- AI-assisted KPI benchmarking using industry data
- Investor reporting automation with narrative summaries generated by AI
- Coordination with auditors, attorneys, and bankers
- Up to 50 hours/month of executive fractional CFO leadership
AI Integration:
Full-scale integration of machine learning models for forecasting, KPI benchmarking, and investor reporting automation. Your CFO dashboard becomes an intelligent system — continuously analyzing, alerting, and optimizing key performance areas.
Goal:
Transform your financial operations into a living intelligence system — capable of
predicting, preventing, and optimizing in real time.
Add-On Services: Customize Your Financial Strategy
Enhance any fractional CFO package with targeted, high-impact services designed to accelerate your growth and strengthen your financial infrastructure.
Our add-ons give you the flexibility to scale support exactly when you need it — whether you’re preparing for fundraising, cleaning up financial operations, or optimizing performance across departments. From deep-dive financial modeling to investor materials, audit coordination, and custom AI-powered reporting tools, you can build a tailored solution that fits your evolving business needs.
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– AI-driven business intelligence dashboards (Power BI or Excel)
- Expense anomaly detection and fraud prevention tools
- Predictive churn or revenue drop-off alerts for subscription businesses
– Natural language financial summaries (“AI CFO briefings”)
– AI training for your internal finance or operations team
Compliance & Disclosure
Douglass Advisory provides financial and business advisory services only. We are not a CPA or law firm and do not provide tax or legal advice. All models and AI tools are designed for strategic decision support and should be reviewed with your accountant or attorney prior
to filing or execution.
Frequently Asked Questions
We use AI for financial forecasting, data automation, trend detection, and predictive analytics — helping you anticipate financial issues before they arise.
No. We integrate with your existing systems (QuickBooks, Excel, Power BI, or CRMs) and layer AI insights directly into your dashboards and reports.
Absolutely. We tailor your AI models and dashboards to your industry, data volume, and reporting needs — ensuring accuracy and usability.
Never. AI enhances your decision-making by providing faster insights — but financial strategy, judgment, and negotiation remain human-led.
We use secure integrations and never store client financial data on external servers without written consent. All systems comply with standard data protection protocols.
Yes. You can begin with the Financial Foundations package and scale into higher tiers as your company grows or your needs evolve.
Why Douglass Advisory?
We fuse finance + AI for actionable intelligence — not just spreadsheets.