FRACTIONAL CFO
The "Fractional CFO" course equips students with the core skills needed to work as a remote financial leader for small businesses in the U.S. Participants will learn how the role of a Fractional CFO differs from that of a bookkeeper, along with career prospects, responsibilities, and required qualifications.
The course covers the structure and interpretation of key financial statements—balance sheet, income statement, and cash flow statement—and teaches students how to perform financial analysis using vertical and horizontal methods, as well as financial ratios.
Students will gain practical tools for evaluating investment projects, conducting break-even analysis, managing working capital, and building financial plans. Topics also include cash flow forecasting, cost control, and scenario-based performance analysis.
Finally, the course explores how to use automation and AI in CFO work and provides strategies for building a strong professional brand and promoting services online. Graduates will be prepared to support small businesses with strategic financial insights and drive sustainable growth.
The course covers the structure and interpretation of key financial statements—balance sheet, income statement, and cash flow statement—and teaches students how to perform financial analysis using vertical and horizontal methods, as well as financial ratios.
Students will gain practical tools for evaluating investment projects, conducting break-even analysis, managing working capital, and building financial plans. Topics also include cash flow forecasting, cost control, and scenario-based performance analysis.
Finally, the course explores how to use automation and AI in CFO work and provides strategies for building a strong professional brand and promoting services online. Graduates will be prepared to support small businesses with strategic financial insights and drive sustainable growth.
01 INTRODUCTION TO THE FRACTIONAL CFO PROFESSION
● Fractional CFO Profession
● CFO VS Bookkeeper
● Competencies
● Cost of Services
● Professional Risks and Liability
● CFO VS Bookkeeper
● Competencies
● Cost of Services
● Professional Risks and Liability
● The Need for a Fractional CFO in Small Business
● Key Differences Between a CFO and a Bookkeeper
● Qualification Requirements for Fractional CFOs
● Pricing and Cost of CFO Services
● Responsibilities and Risk Management
● Key Differences Between a CFO and a Bookkeeper
● Qualification Requirements for Fractional CFOs
● Pricing and Cost of CFO Services
● Responsibilities and Risk Management
02 FINANCIAL ANALYSIS (THEORY & PRACTICE)
● Financial Statements
● Interrelation of financial statements
● Financial Analysis
● Cash Flow: Direct & Indirect Method
● Analysis algorithm
● Interrelation of financial statements
● Financial Analysis
● Cash Flow: Direct & Indirect Method
● Analysis algorithm
● Components of Financial Statements: Balance Sheet, P&L, Cash Flow
● Structure and Interconnection of Financial Reports
● Horizontal, Vertical, and Ratio Analysis
● Practical Cash Flow Construction
● Financial Analysis Framework and Workflow
● Structure and Interconnection of Financial Reports
● Horizontal, Vertical, and Ratio Analysis
● Practical Cash Flow Construction
● Financial Analysis Framework and Workflow
03 EVALUATION OF INVESTMENT PROJECTS (THEORY & PRACTICE)
● Investment Projects
● Business Plan
● Performance Indicators
● Break-even Point
● Evaluation Algorithm
● Business Plan
● Performance Indicators
● Break-even Point
● Evaluation Algorithm
● Investment Projects: Stages and Common Mistakes
● Business Plan Structure
● Key Performance Indicators for Investment Projects
● Break-Even Point Calculation
● Investment Project Evaluation Framework
● Business Plan Structure
● Key Performance Indicators for Investment Projects
● Break-Even Point Calculation
● Investment Project Evaluation Framework
04 FINANCIAL PLANNING (THEORY & PRACTICE)
● Financial Planning & Management Accounting
● Capital Governance
● Cash Flow Management
● Cost Management
● P&L Forecast
● Capital Governance
● Cash Flow Management
● Cost Management
● P&L Forecast
● Basics of Managerial Accounting for Small Businesses
● Accounts Receivable and Inventory Management
● Cash Flow Management and Preventing Cash Gaps
● Cost Classification and Cost Control
● Revenue and Expense Planning
● Accounts Receivable and Inventory Management
● Cash Flow Management and Preventing Cash Gaps
● Cost Classification and Cost Control
● Revenue and Expense Planning
05 SUMMARY
● Financial Analysis
● Cash Flow Management
● P&L Forecast
● Cash Flow Management
● P&L Forecast
● Financial Statement Preparation
● Financial Analysis
● Cash Flow Construction and Analysis
● P&L Forecast Scenario Building and Analysis
● Financial Analysis
● Cash Flow Construction and Analysis
● P&L Forecast Scenario Building and Analysis
06 PROMOTION OF FRACTIONAL CFO SERVICES
● E-commerce
● Trucking Business
● Construction
● Real Estate
● Trucking Business
● Construction
● Real Estate
● Industry Characteristics
● Specifics of Accounting, Taxes, and Reporting
● Unique Accounting Entries
● Specifics of Accounting, Taxes, and Reporting
● Unique Accounting Entries
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