Fractional CFO Services

“You don’t need more meetings—you need one that actually moves your business forward.”

At Egort & Partners, we believe your monthly CFO check-in should be the most productive hour of your month. It’s not just a review of your numbers—it’s a strategy session designed to help you grow, plan, and make decisions with confidence.

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Whether you’re a managing partner at a law firm or running a multi-provider healthcare practice, our monthly check-ins provide visibility, clarity, and momentum.

What We Cover in Your Monthly Check-In

Most investors aren’t just buying into your vision—they’re investing in your numbers. They want proof that you can manage capital, understand your costs, and turn investment opportunities into results.

Before raising funds, make sure you have:

• Every client’s meeting is tailored to their goals and operations, but here’s what a typical session includes:
• Financial Performance Review: We walk through your income statement, balance sheet, and cash flow—highlighting trends, risks, and opportunities.
• KPI Tracking: For law firms, this might include billable hours, realization rates, or collections. For healthcare clients, we track reimbursements, patient revenue, and operating margins.
• Cash Flow Forecasting: We assess your current cash position and project your runway, helping you plan confidently for payroll, purchases, or expansion.
• Open Items and Action Steps: We address any pending issues—system upgrades, vendor negotiations, funding goals—and assign clear next steps.

A CFO Partner, Not Just a Presenter

This isn’t a lecture—it’s a conversation. Our check-ins are built to align your team, answer your questions, and uncover insights that help you make informed, strategic decisions.

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We also keep it efficient. Meetings are typically 45–60 minutes and follow a structured agenda so you get maximum value without feeling overwhelmed.

Why Monthly Matters

Finance shouldn’t be something you only look at during tax season or after a crisis. Monthly check-ins ensure:

• You catch problems early.
• You stay on budget and on track.
• You feel in control, not reactive.
• You always know where your business stands.

Clients Often Say, “I Wish We’d Done This Sooner”

The most common feedback we get? That the check-ins provide peace of mind and turn financial data into real business decisions. 6
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Whether you’re just getting organized or scaling fast, our monthly meetings bring structure to your growth—and make you feel like the CEO of your numbers.