Fractional CFO Resources

Whether you're building your first financial model or advising your tenth startup, this is where we share the tools, frameworks, and hard-won lessons that fractional CFOs rely on.

Fractional CFO Resources

Accounting Tips

Business Stories

A finance team's guide title card reading 'QuickBooks Online: Built-In Or A Dedicated Tool?' — Float blog cover image

Do You Need A Cash Flow Forecasting Tool If You Already Use QuickBooks Online?

Often, no. QuickBooks Online forecasts in three separate ways, and a single-entity, single-currency business on Plus or Advanced is reasonably served by them.

Title card reading "Seasonal Cash Flow: Modelling The Peak And The Trough" on a Float-branded background.

How To Forecast Cash Flow For A Seasonal Business

Forecast cash flow for a seasonal business: model the timing, not just the volume, find the cash trough before the peak, and test a peak that arrives short.

Float blog title card: The Diagnostic Guide — Why Profitable Businesses Run Out Of Cash.

Why Do We Keep Running Out Of Cash Despite Profitable Invoices?

Profit and cash are different measurements. How a finance team diagnoses which timing gap causes its own shortfall, in seven checks, using reports it already has.

Title card reading "A Finance Team's Guide: Alternatives To The Cash Flow Spreadsheet" on a Float-branded background.

Best Alternatives To Spreadsheets For Cash Flow Planning

The four real alternatives to spreadsheets for cash flow planning, when each one fits, when a spreadsheet is still right, and how to move your model across.

A finance team's guide title card reading 'Xero's Built-In Forecasting Or A Dedicated Tool?' — Float blog cover image

Do You Need A Cash Flow Forecasting Tool If You Already Use Xero?

Xero's built-in forecasting now reaches 180 days. Here's where it stops, what it does well, and the four signals a finance team has outgrown it.

A finance team's guide to setting up an early warning system for cash flow problems

How To Set Up An Early Warning System For Cash Flow Problems

Set up an early warning system for cash flow problems: the indicators to watch, the thresholds to set, and the weekly routine that buys time to act.

Expert guide title card reading 'Automated Cash Flow Forecasting With Xero' — Float blog cover image

How To Set Up Automated Cash Flow Forecasting With Xero

Set up automated cash flow forecasting with Xero: what syncs automatically, what stays manual, and the setup decisions that decide whether it works.

A finance team's guide to scenario planning for cash management

How To Use Scenario Planning For Cash Management

Use scenario planning for cash management: build base, downside and upside cases on a rolling 13-week forecast and act on cash gaps weeks in advance.

A Finance Team's Guide to Cash Flow Visibility — Float blog cover image

How To Improve Cash Flow Visibility For Your Finance Team

Improve cash flow visibility in your finance team: consolidate every account and entity, automate accounting data, and run a weekly 13-week forecast.

A finance team's guide to automating cash flow reporting

How To Automate Cash Flow Reporting For Your Team

Most cash reports are rebuilt by hand every month-end. How finance teams automate cash flow reporting without giving up review, mappings or sign-off.

Expert guide title card reading '13-week cash flow forecast' over an aerial view of deep blue ocean with white waves

How Do You Implement A 13-Week Cash Flow Forecast?

A 13-week cash flow forecast is a rolling weekly view of cash in and out over one quarter. Here's how finance teams build one and when to leave spreadsheets.

How To Implement Cash Flow Forecasting In Your Finance Team

Implement cash flow forecasting in your finance team: who owns it, the 13-week cadence, the five-step rollout and the pitfalls that sink most attempts.

How To Use Xero in 13 Easy Steps

Xero is an online accounting software designed for small businesses. If you’re new to Xero, then this guide to getting started should help you quickly get up and running.

Cash Flow Forecasting: 3 Strategic Advantages Every Fractional CFO Must Know

Three strategic advantages that help fractional CFOs move beyond spreadsheet reporting to deliver exceptional client value.

From Cash Flow Chaos to Cash Flow Clarity: A Fractional CFO's Guide

Stuck in financial firefighting mode? Discover how cash flow clarity moves fractional CFOs from administrative tasks to strategic partnership. Real examples included.