Your business needs serious financial strategy. Beyond the PNL delivers the CFO-level thinking that drives decisions, manages risk, and builds long-term value.
A bookkeeper tells you what happened. A fractional CFO tells you what it means and what to do about it.
Tailored financial leadership across the areas that move the needle most for your business.
Budgeting, forecasting, and scenario modeling that connects your financials to your actual business strategy. Know what's coming before it arrives.
FP&A13-week cash forecasts, working capital optimization, and the visibility you need to make confident decisions without running into liquidity surprises.
Cash FlowMonthly close, management reporting, and KPI dashboards designed for operators. Numbers your whole leadership team can actually use.
ReportingThree-statement models, investment analysis, and pro forma projections built from scratch or rebuilt when your existing model no longer fits the business.
ModelingInvestor-ready financials, debt package preparation, and the narrative to back it all up. Come to the table prepared and in control.
Capital RaisingM&A analysis, pricing strategy, margin improvement, and unit economics. The financial lens applied to your biggest business decisions.
StrategySimple, direct, no drawn-out onboarding. Here's what to expect.
30 minutes to understand your business, your financials, and what you actually need. No pitch decks. Just a real conversation.
A clear proposal outlining the engagement structure, deliverables, and pricing. No ambiguity about what you're getting.
A deep dive into your current financials, systems, and reporting. Identify gaps, risks, and immediate opportunities.
Regular cadence of reporting, analysis, and strategic conversations. Embedded in your business, not watching from the sideline.
Two ways to engage depending on what your business needs right now.
Ongoing fractional CFO support on a monthly basis. Best for businesses that need consistent financial leadership embedded in their operations.
Fixed-scope engagements with clear deliverables. Best when you need a specific financial output without an ongoing commitment.
If you're past early-stage but not yet ready to justify a full-time CFO, this is the model that fits.
Portfolio-level cash flow management, lender reporting, and deal analysis for investors managing multiple assets.
Founders who need investor-grade financials, runway management, and a strategic finance partner as they scale.
Established businesses ready to move beyond bookkeeping and into real financial strategy and margin improvement.
Any business preparing for a debt raise, equity round, or acquisition that needs clean, credible financial packages.
Beyond the PNL was built on a simple conviction: most businesses have the financial data they need, but not the strategic lens to use it.
The name says it all. Profit and loss is the starting point, not the finish line. The real work is understanding what's driving the numbers, what the risks are, and what decisions you need to make today to put the business in the best position tomorrow.
Fractional CFO services bring executive-level financial leadership without the executive-level salary. That's the value proposition. And it works.
Deep experience across real estate, operating businesses, and growth-stage companies
Hands-on with lenders, investors, and board-level financial reporting
Practical, operator-focused — not academic or theoretical
The P&L tells you where you've been. A great CFO tells you where you're going and how to get there without running out of runway along the way.
Start with a no-pressure 30-minute call. Leave with clarity on what your business actually needs.
Fill out the form and you'll hear back within one business day. Or reach out directly.