Watch Fractional CFO Services | Financial Projections

In the video above, Dr. Paul Borosky, MBA, explains his Fractional CFO services for startups and small businesses. He offers customized pro forma financial projections, budgets with variance analysis, and key performance indicator (KPI) development. His goal is to help business owners manage cash flow, track performance, and make data-driven financial decisions for growth.

Transcript

Introduction

Hey everyone, Dr. Paul Borosky here, owner of Quality Business Plan.
In this video, I’ll walk you through my Fractional CFO services—what they are, how they help startups and small businesses, and why they’re becoming one of my most in-demand consulting options.

We’ll start with a quick background about me, then move into three key areas:

1. Pro Forma Financial Projections and Financial Modeling

2. Budgeting and Forecasting

3. Key Performance Indicator (KPI) Development

Let’s dive in.

Pro Forma Financial Projections and Financial Modeling

One of my most requested Fractional CFO services is Pro Forma Financial Projections and custom financial modeling.

These include:

• Cash Flow Statements: Forecasting cash positions 30, 60, 90 days, or even 12 months ahead—something most accounting software can’t do effectively.

• Profit and Loss Statements: Customized P&Ls for banks, investors, or internal management.

• Pro Forma Income Statements and Balance Sheets: Three- to five-year projections designed for both business plan presentations and executive decision-making.

A well-built financial model helps owners understand where their money is going, when cash will tighten, and how to prepare for growth opportunities.

Budgeting and Forecasting

Another key service I offer is Budgeting and Forecasting.

Every business needs a clear budget, but few track variance—the difference between what was planned and what actually happened.
My services include:

• Annual Budgets to plan upcoming expenses and revenue goals.

• Rolling Budgets updated monthly or quarterly to reflect changes.

• Variance Analysis to pinpoint where the business missed expectations and identify corrective actions.

This process ensures financial discipline and continuous improvement throughout the year.

Key Performance Indicators (KPIs)

A third core component of my Fractional CFO services is developing and tracking Key Performance Indicators (KPIs).

A KPI simply measures what’s most important to your business—what drives revenue or controls cost.
For example, a bicycle shop might track website traffic as a KPI since it directly impacts online sales.

I help clients identify, document, and monitor KPIs to ensure they align with organizational goals.
Once these are established, we track performance trends and adjust operations accordingly to maximize profitability.

Closing

Hopefully, this information gives you a better understanding of my Fractional CFO services and how they can help your business grow.

If you’d like to learn more or get started, feel free to reach out

Call or Text Dr. Paul, MBA.

321-948-9588

Email: Paulb@QualityBusinessPlan.com

What Clients Say About Dr. Paul’s Business Consulting Services