Template guide
Overview
Standardize how you onboard fractional CFO engagements: finance stack, close process, debt, KPIs, and what success looks like by quarter.
Who should use this template
- Fractional CFOs
- Fractional finance firms
- PE-backed SMBs
What this template covers
Finance stack and close
- Accounting system
- Close calendar
- Quality issues
Cash and runway
- Burn
- Debt covenants
- AR/AP pain points
Mandate
- Board reporting
- KPIs
- First 90-day priorities
From responses to AI summary
FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).
Sample raw response
QuickBooks today; 15-day close; worried about covenant on LOC if AR stretches past 65 days…
Engagement snapshot
- Systems: QuickBooks; close ~15 days
- Risk focus: LOC covenant if DSO > 65
- Ask: 13-week cash model + AR process fixes
FAQ
- Suitable for monthly retainer engagements?
- Yes—tune fields for your practice and reuse per client.
- Will AI understand finance jargon?
- Summaries reflect submitted text; always review numbers for accuracy.