The Client-Delivery Vault. Eight models your clients pay you to build.
The finished financial models a fractional CFO puts in front of a client: the 13-week cash flow, the board pack, the KPI dashboard, and five more. Live formulas, labeled assumptions, built on real engagements. Stop rebuilding the same spreadsheet on every first client, and show up looking established from day one.
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Eight working models, ready for a real client.
Not screenshots, not stripped-down samples. Every file is a live Excel model you open, change the inputs, and hand over. These are the deliverables owners and boards actually ask for.
13-Week Cash Flow Model
The rolling weekly forecast owners ask for first. Actuals versus forecast variance is already wired in, so you spot the squeeze before it happens.
Integrated 3-Statement Model
P&L, balance sheet, and cash flow that tie together. Change one assumption and it flows through all three the way it should.
Budget vs Actuals Reporting Pack
Monthly variance reporting an owner can read without you in the room, with the commentary structure already laid out.
KPI Dashboard
The handful of numbers that run the business, on one page, updated in minutes instead of an afternoon.
Cash Runway Model
Burn rate, months of runway, and the date the account hits zero. The first question a nervous founder asks, answered on one tab.
Headcount and Cost Model
Fully loaded people cost by role and month. Usually the biggest line in the budget, and the one owners get wrong most often.
AR/AP and Working Capital Tracker
Where the cash is actually stuck and how many days it takes to come back. The difference between a profitable business and a broke one.
Monthly Reporting Package
The full month-end deliverable, formatted and ready to send under your name. The thing that makes an owner keep you on retainer.
The shortcut past a hundred hours of building.
"These are the files I actually deliver. A new fractional CFO loses the first month rebuilding this stuff from a blank sheet and still ends up with something that looks junior. Start from the finished version instead and put the time into the client, not the spreadsheet."
For finance people who deliver, or want to.
Controllers, senior FP&A, and ex-Big-4 finance people going independent. Early fractional CFOs who want to systematize instead of reinventing every engagement. Bookkeepers and accountants moving up into advisory work. If a client is going to judge you on what lands in their inbox, this is the set that makes it look right.
Straight answers.
Are the files locked or watermarked?
No. They are real working Excel files. Every formula is visible, every cell is editable, and there is no branding stamped across them. Rebrand them as your own.
What format are they in?
Native Excel (.xlsx). They open in Excel and import into Google Sheets, though a few of the more complex formulas are happiest in Excel.
Do I need the course to use these?
No. The Vault stands on its own. If you want the full system around it, the positioning, pricing, and client-getting playbook, the Fractional CFO Delivery System course includes the Vault.
What if they are not for me?
Email me within 30 days and I will refund you. No forms, no argument.
Eight models. One download. $199.
Skip the blank spreadsheet and start every engagement looking established. Instant download, and a 30-day money-back guarantee if it is not for you.
Instant download · 30-day guarantee · Secure checkout by Gumroad