Who owns the client relationship?

Your firm retains full ownership of the client relationship, positioning, and decision-making. We support execution under your direction.

How is quality and consistency ensured?

All work follows defined delivery standards and is reviewed by senior finance leaders before handover. Output is aligned to your templates, cadence, and expectations.

Is the work delivered white-label?

Yes. Delivery is aligned to your firmʼs brand and operating model. We do not present ourselves independently to your clients.

What type of work do you support?

We support CFO-level execution such as FP&A, budgeting, forecasting, MIS, dashboards, financial models, Controllership activities and decision support. We do not provide low-cost bookkeeping or compliance-only services.

How do you handle confidentiality and data security?

Engagements are governed by NDAs, defined access controls, and restricted systems usage. Client data is handled strictly within agreed scopes.

What is the first step to explore this?

The next step is a short partner strategy call to understand your delivery model, constraints, and priorities, and assess fit.

Scale Your Fractional CFO Firm Without Hiring or Delivery Risk

Senior-led, fully white-label FP&A and finance execution for US fractional CFO firms — delivered under your brand, not ours.

30 minutes. Confidential. No sales pitch

Client Interface Remains with Your Firm

100% White-Label Delivery

CFO-Grade Quality Control

The Scaling Constraint CFO Firms Hit

As a fractional CFO firm, growth eventually hits predictable constraints:

You are personally involved in too much execution

Hiring US analysts kills margins

Junior offshore resources increase review load

Client expectations keep rising

At this stage, demand isn't the issue. Delivery capacity is.

What Changes When You Partner With CFO2Growth

Before Partnering:

You are personally involved in FP&A execution and reviews

Capacity to take on new clients is limited by available time

Hiring full-time analysts increases fixed costs and management overhead

Delivery consistency depends heavily on individual team members

After Partnering:

Execution and delivery move to a dedicated, senior-led finance team

You focus on client relationships, strategy, and high-value advisory

Capacity scales without adding internal headcount

Output follows a structured, repeatable delivery cadence under your brand

You retain client ownership and strategic control.
We handle execution, delivery, and scale — fully white-label.

Why this model works for fractional CFO firms

Fractional CFO practices break not because of demand, but because execution models don't scale cleanly. Here's why the CFO2Growth model works where others fail.

Hiring In-House Teams

Increases fixed costs before revenue is certain
Requires ongoing management, training, and retention effort
Creates dependency on specific individuals
Slows down scaling when demand spikes unevenly

Hiring solves capacity in theory, but introduces cost and complexity risk.

Generic Offshore/Outsourced Firms

Junior-heavy teams require heavy review
Output lacks commercial and CFO context
Brand and client experience risk
Delivery quality varies by individual resource

Outsourcing solves cost, but introduces quality and control risk.

The CFO2Growth Delivery Model ‎

Senior-led execution pods with CFO and FP&A experience
White-label by design — aligned to your templates and cadence
Multi-level review before delivery
Structured escalation and accountability, not ad-hoc dependency

This model removes both cost risk and delivery risk — without increasing your management overhead.

You get predictable execution capacity without hiring, and scale without compromising quality or control.

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Senior Leadership Oversight (Not Junior-Led Execution)

All work delivered through CFO2Growth is overseen and quality- controlled by finance leaders with deep operational and strategic experience. This ensures execution excellence and commercial context on every engagement.

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Vikram Mehta

Senior finance leader with 20+ years of experience overseeing CFO-level execution across complex operating environments.

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Gaurav Mehta

Strategic finance and FP&A leader with deep global experience ensuring commercial relevance and governance in financial delivery.

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Akshay Rajan

FP&A and systems specialist driving structured delivery standards, MIS frameworks, and execution consistency.

Execution is delivered by dedicated finance professionals, but accountability and final review rest with experienced leaders who have handled strategic finance at scale.

Who This Is For

(And Who It Is Not)

This Is a Good Fit If:

You are a US-based fractional CFO or CFO firm

You manage 5-30 active clients and feel delivery is constraining growth

You want to scale execution without building a large in-house team

You need strong FP&A, reporting, and finance execution support

You value structured delivery, review discipline, and accountability

This Is Not a Fit If:

You are looking for low-cost bookkeeping or compliance-only support

Your requirement is primarily transactional accounting or data entry

You want unsupervised junior resources

You are not yet constrained by delivery capacity

This model is built for CFO-led execution and decision support — not transactional finance work

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Execution Experience at CFO Level

CFO2Growth is built by finance leaders who have operated inside businesses as CFOs and finance heads, not just as advisors or analysts.

What this means in practice:

Built and run FP&A, MIS, and reporting functions for operating companies
Led budgeting, forecasting, and cash-flow management hands-on
Worked directly with founders, CEOs, and boards on financial decisions
Delivered finance execution under real operating constraints

Why this matters to partners: The work we deliver is grounded in real CFO execution — not theoretical models or template-driven output.

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Engagement Models

Engagement models are designed to align with how your firm delivers work — based on volume, variability, and execution intensity

01 Dedicated execution pod

A dedicated, senior-led finance team aligned to your delivery standards and cadence

Consistent execution ownership
Defined review and escalation structure
Predictable delivery capacity

Use case: Dedicated execution pod - Engagement models are designed to align with how your firm delivers work — based on volume, variability, and execution intensity.

02 Flexible capacity support

On-demand execution support to handle variability in workload or
specialised requirements.

Scales up or down as needed
No long-term staffing commitments
Access to senior execution when required

Use case: Flexible capacity support - When delivery demand fluctuates due to forecasting cycles, board packs, transactions, or temporary capacity gaps.

03 Project-based engagements

Clearly scoped, outcome-driven execution for defined deliverables

Fixed scope and timelines
CFO-reviewed output
Clean handoff back to your team

Use case: Project based engagements - When you need high-quality execution for a specific initiative without committing ongoing capacity.

Engagement models can be combined or adapted as your client mix and delivery needs evolve.

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Ready to scale without execution bottlenecks?

If delivery capacity is limiting how many clients you can serve or the depth of support you provide, this conversation will be useful.

30 minutes • Confidential • No sales pitch