Strategic Financial Leadership, On Demand
Empower your business growth with expert Fractional CFO services from Plansure. Get high-level financial strategy and oversight without the full-time overhead.
Explore CFO PackagesDrive Your Business Forward with Financial Clarity
Many growing businesses reach a point where spreadsheets and basic bookkeeping aren't enough. You need strategic financial insights to make informed decisions, manage cash flow effectively, plan for growth, and secure funding – but hiring a full-time Chief Financial Officer (CFO) can be costly.
Plansure's Fractional CFO service provides the solution. Led by Yossie Tchelet, we offer flexible, part-time access to experienced financial leadership tailored to your business needs and budget. Gain the strategic advantage of a CFO to navigate challenges and seize opportunities.
Core Fractional CFO Contributions
Strategic Financial Planning & Forecasting
Develop robust financial models, budgets, and forecasts aligned with your business goals. Identify key performance indicators (KPIs) and provide strategic insights for long-term growth.
Financial Reporting & Analysis
Deliver clear, concise financial statements and management reports. Analyze performance against budget, identify trends, and provide actionable recommendations to improve profitability.
Cash Flow Management & Optimization
Implement effective cash flow forecasting and monitoring. Develop strategies to optimize working capital, manage receivables and payables, and ensure financial stability.
Funding & Capital Strategy
Assist with fundraising efforts, including preparing investor materials and financial projections. Advise on debt vs. equity financing and optimize capital structure.
Our Collaborative Engagement Process
Discovery & Assessment
Understand your business, goals, challenges, and current financial state.
Strategy & Planning
Develop a tailored financial roadmap, budgets, and forecasts.
Implementation & Execution
Put plans into action, manage finances, provide ongoing support.
Reporting & Review
Regular performance analysis, reporting, and strategic adjustments.
Flexible CFO Engagement Models
Transparent Engagement Fees
Fractional CFO services offer significant value by providing top-tier expertise at a fraction of the cost of a full-time hire. Our fees are structured based on the scope of engagement, complexity, and time commitment required.
We offer fixed monthly retainers for ongoing engagements or project-based pricing for specific needs. During our initial complimentary consultation, we'll assess your requirements and propose a clear, value-driven pricing structure.
Your first step is a complimentary consultation to explore how a Fractional CFO can benefit your business.
All quotes are tailored after understanding your specific business context and needs.
How Businesses Benefit
"I have had the pleasure of working closely with Yossie on multiple extractive projects... His ability to steer discussions and bring clear, actionable directives to the table has been essential to our success. Yossie’s strategic vision and financial acumen make him an asset to any team..."
"We worked together at Arigo Software Development to raise funds... Yossi demonstrated exceptional skills in preparing a precise business plan that presented the financial needs, revenues and expenses, and analyzed the risks and opportunities... Under his leadership, our product received significant interest from investors..."
"I hired Yossi's services as a business consultant while I was the CEO of Brightmerge... Yossi provided a business plan and accurate financial planning, including calculation of income and expenses, cash flow, profit forecasting, and risk assessment... Yossi wrote a clear and professional business document that could be presented to investors..."
Fractional CFO FAQs
A Fractional CFO provides strategic financial leadership on a part-time or project basis. This includes financial planning, budgeting, forecasting, cash flow management, financial analysis, reporting, capital strategy, and acting as a strategic partner to the CEO/management team.
Bookkeepers record past transactions. Accountants often focus on compliance, taxes, and historical reporting. A Fractional CFO is forward-looking, focusing on strategy, planning, analysis, and using financial data to drive business decisions and growth. They partner with management on the bigger financial picture.
Growing businesses, startups, SMEs, and non-profits that need strategic financial expertise but aren't ready for a full-time CFO salary benefit significantly. Businesses facing specific challenges like fundraising, improving profitability, managing rapid growth, or needing better financial visibility are also ideal candidates.
Costs vary based on the scope of engagement and required hours. We typically offer monthly retainers for ongoing support or project-based fees. This provides access to high-level expertise at a predictable cost, significantly less than hiring a full-time executive.
The frequency depends on the agreed engagement model. It can range from weekly or bi-weekly check-ins and reporting meetings to monthly strategic reviews, supplemented by ad-hoc communication as needed via email or phone.
Absolutely. Confidentiality is paramount. We operate under strict professional ethics and typically sign Non-Disclosure Agreements (NDAs) to ensure your sensitive financial information is fully protected.
Ready for Strategic Financial Guidance?
Elevate your business performance with expert financial leadership. Contact Yossie Tchelet for a complimentary consultation to discuss how Plansure's Fractional CFO services can drive your success.