The three modules
Each module covers one part of running a fractional CFO practice. Work through them at your own pace. There are no prerequisites.
- Module 01
What a client-ready close pack contains
What a monthly management pack contains, how to structure it for different readers, and the standards that let clients trust the numbers you send.
- Module 02
Running the close for every client
How to build a monthly close workflow you repeat for every client, without rebuilding the same analysis from scratch each month.
- Module 03
Turning variances into decisions
How to turn variance analysis into client decisions, using decision memos with an owner, a due date and a next step, so each pack ends with what the client does next.
What you get
You can show the credential on LinkedIn, in proposals and in the advisor directory.
- Forecraft Certified Advisor badge for LinkedIn
- Your firm listed in the Forecraft advisor directory
- Direct input on the Forecraft product roadmap
- Certificate of completion
Enrollment is not open yet
The program is in development. Join the waitlist and we'll email you when enrollment opens.