For fractional CFOs
Fractional CFOs: the audit you can run across every client in an afternoon
Fractional CFOs sit on a portfolio-wide blind spot: every Connect-platform client leaks silently, none of them measures it, and you see all of them quarterly. A standardised leakage audit converts that position into three things at once — immediate value delivered in the first session, a billable remediation engagement with measurable outcomes, and recurring monitoring revenue once the numbers speak for themselves. Here is the workflow end to end.
The per-client baseline scan
Session one, ten minutes: client creates a restricted read-only key or pastes an export; the 90-day lookback returns dollars-by-cause with charge-level evidence. You arrive with findings rather than hypotheses — the single highest-leverage first-meeting artefact available in this niche. Baseline report template: totals by vector, top offending flows, recoverable-now versus write-off split.
Packaging the remediation engagement
Fixed-fee recovery sprint: work the recoverable queue using playbooks (reversals inside payout windows, netting where relationships warrant), close with recovered-dollars reporting straight from the audit trail. Pricing against FeeGuard’s own success fee keeps you honest and competitive — if your fee exceeds what automation-plus-success-fee would cost, clients will do that arithmetic eventually.
The report artifact clients forward
One page: exposure modelled, measured baseline, causes ranked by dollars, fix plan with owners and dates. Boards forward it; founders quote it; it sells the monitoring tier without you in the room. Keep claims tied to scan output and every projection labelled modelled — credibility compounds in this role.
Scope hygiene across the portfolio
Written authorisation per client before any key connects; keys remain theirs, restricted read-only, revocable anytime; findings stay confidential between engagements; success-fee arrangements documented before execution. The hygiene is short and boring and prevents every awkward conversation the alternative invites.
Monitoring as the annuity
Post-sprint, continuous detection catches recurrence while fixes settle and catches the next cause while it is small. Whether you resell monitoring or simply require it in advisory terms, the portfolio effect compounds: five clients monitored means pattern knowledge no solo practitioner competitor can match.
Common questions
Do I need API access per client?
One restricted read-only key per client organisation — created by them, revocable by them, scoped so you can never move money.
Can I white-label the reports?
Export CSV and build your own deck; the numbers are yours to present under your brand. The audit trail backs every figure if anyone checks.