Cash flow and working capital
Understand cash needs, model scenarios, and plan for decisions ahead.
Where we help
Financial leadership that works with your business
From a clearer view of cash to a more useful forecast, the right support depends on what your leadership team needs to decide.
Reporting and performance
Connect financial results with the measures your leadership team uses to decide.
Forecasting and planning
Build budgets and forecasts that can evolve with your business.
Board and investor preparation
Prepare financial materials and a clear narrative for stakeholder conversations.
Finance operations
Align people, systems, and reporting with the way your company operates.
Growth and transaction planning
Evaluate options and prepare financial information for the next stage.
Who it fits
When the finance function needs a wider view
A fractional CFO can add perspective when your company has outgrown basic reporting, is preparing for a significant decision, or needs more coordination across its finance team. Keystone works with businesses in the $3M to $100M revenue range.
You need a forecast that connects to operating decisions.
Leaders or stakeholders need more useful financial reporting.
Cash flow, growth, or a potential transaction is raising new questions.
Your existing accounting team needs senior financial guidance.
Our approach
Start with the decisions that matter
The engagement is shaped around your priorities rather than a fixed package or promised timeline.
01
Understand the current picture
Review your financial reporting, systems, team, and the decisions in front of you.
02
Set the priorities
Agree on the scope, working cadence, and information leadership needs most.
03
Work alongside your team
Support planning, reporting, and financial decisions as needs change.
Common questions
Fractional CFO, explained
Talk with Keystone
Bring your financial questions into focus.
Meet with our team to discuss your priorities and what kind of CFO support fits.