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Guide · For CFOs

CFO Autopilot Onboarding

A working outline for fractional CFOs onboarding multiple agency books. Replace or expand this page with your full guide content.

Week zero: baseline the portfolio

  1. List every client, contracted hours, and billing rhythm.
  2. Record admin and close-the-books overhead per week.
  3. Set a real weekly ceiling, not the calendar fantasy.

Week one: intake and fires

  1. Define what counts as in-scope vs creep for each retainer.
  2. Schedule one protected block for your own firm each week.
  3. Run a Wednesday replan when a client fire displaces forecast work.