The Vision Tier
Full Fractional CFO Partnership
Everything in Momentum, plus a full fractional CFO partnership — weekly cadence, investor-grade reporting, scenario modeling, and external-facing financial leadership for the moments that matter most.
Vision is right if you…
- Annual revenue between roughly $5M and $50M
- Multi-entity, multi-state, or capital-intensive operations
- Preparing for a capital raise, acquisition, transition, or exit in the next 6–24 months
- You need a CFO at the table for hiring, expansion, and capital allocation decisions
- Investors, lenders, or a board expect monthly packages — and you need them done right
Look at another tier if you…
- You're under $3M revenue with simple operations (Clarity or Momentum)
- You only need monthly bookkeeping and the occasional advisory call (Clarity)
- You're not yet at decision pressure that warrants weekly CFO cadence (Momentum)
What's Included
Everything in Momentum
Controller oversight, forecasting, KPI dashboards, pricing analysis, and bi-weekly advisory — all included as the foundation.
Senior fractional CFO partner
A senior advisor who knows your business in depth — at the table for the decisions that move the needle.
Weekly working cadence
Standing weekly check-ins, plus on-demand availability for time-sensitive decisions. You don't wait for month-end to make a move.
Investor & lender readiness
Decks, models, data rooms, due diligence support, and board-ready monthly packages built to the standard your audience expects.
Scenario planning & modeling
Multi-scenario financial models for capital raises, acquisitions, expansion plays, or downside planning — refreshed as your assumptions change.
Strategic finance leadership
Capital allocation guidance, hiring plans, expansion analysis, and the financial side of every major decision on the table.
External relationship management
Direct communication with your bank, lenders, investors, board, attorney, and tax preparer so you can run the business.
Quarterly business reviews
A formal written QBR with your senior advisor that ties the quarter to your annual plan and the next 12-month roadmap.
What an Engagement Looks Like
Not Included in Vision
Transparency matters. Here's what this tier does not cover so you can decide if you need a different tier or an outside specialist.
- Tax preparation or tax filing — handled by your outside CPA, with whom we coordinate directly
- Payroll processing — handled by your payroll provider, integrated into our reporting
- Bill-pay services — your AP workflow stays in-house or with your existing AP provider
- Attest, audit, or assurance services — The Aligned Ledger is not a CPA firm
The Aligned Ledger is not a CPA firm and does not provide tax preparation, payroll processing, bill pay, or attest/assurance services in any tier.
Common Questions About Vision
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Ready to start with Vision?
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