Finance · Operations · Management board support

A fractional CFO and COO for your company

We provide board-level financial and operational expertise in a scope matched to the company's scale and current needs. We structure budgets, liquidity and reporting as well as processes, accountability and delivery of agreed changes — on an ongoing or project basis.

A fractional CFO and COO for your company

01 When to use IT

When does a company need
fractional CFO or COO support?

This model works when a business needs experienced executive support without immediately creating a permanent role, or in connection with a specific project, change or stage of growth. The engagement may cover finance, operations or both.

Order the service +48 512 895 895

No forecasts or management reporting

The board receives accounting data but needs budgets, forecasts, profitability analysis and reports that support decision-making.

Need for stronger liquidity control

The company wants to structure cash-flow forecasting, working capital, payment planning and preparation for financing.

Rapid growth or reorganisation

Business expansion, a new investment, structural change or team integration calls for planning, control and coordination.

Processes without clear accountability

Delays, fragmented tasks or a lack of metrics may require clearer roles, procedures, KPIs and execution routines.

02 Finance

Scope of fractional CFO support.

A fractional CFO turns accounting and operational data into information the management board can use for planning and decision-making. The scope is tailored to the size of the business, the data available and its current objectives.

Budgets and forecasts

We prepare budgets, rolling forecasts and financial scenarios. We monitor performance against plan and explain material variances.

Liquidity and working capital

We structure cash-flow forecasting, receivables, payables and payment planning so that potential funding gaps are identified earlier.

Management reporting and profitability

We develop management reports, KPIs and profitability analysis by product, client, project or business area.

Financing and investment decisions

We prepare analysis, models and materials for discussions with banks or investors and for assessing investments and other financial decisions.

03 Operations

Scope of fractional COO support.

A fractional COO translates the board's objectives into structured processes, accountability and metrics. The role may include coordinating agreed changes and the work of the client's teams and external providers within the mandate defined for the engagement.

Processes and accountability

We review how work is performed, define roles and decision points and clarify ownership of each stage of the process.

Procedures and operating standards

We help design and implement procedures, communication rules and information flows appropriate to the company's structure.

Operational KPIs and delivery control

We establish metrics, reporting methods and review cycles that allow the board to monitor agreed actions.

Team and implementation coordination

We coordinate change projects and the work of employees and providers within the mandate and responsibilities agreed with the client.

04 Engagement model

A mandate matched to the company's situation.

The engagement may involve ongoing board support, delivery of a defined project or the temporary assumption of broader responsibility for an agreed area. Powers, reporting and decision-making rules are agreed before work begins.

  • 01

    Ongoing engagement

    Recurring financial or operational management, participation in management board meetings, reporting and monitoring of agreed actions.

  • 02

    Time-limited project

    Support for a defined objective such as budgeting, financing preparation, process reorganisation or implementation of management reporting.

  • 03

    Extended executive mandate

    The professional may manage an agreed area, coordinate the client's team and oversee implementation within the authority granted.

05 Delivery

How do we start and manage the engagement?

We begin by understanding the company's financial position, operating model and the board's expectations. We then agree priorities, accountability and the decision-making authority assigned to the fractional CFO or COO.

  • 01

    Current-state review

    We examine available data, reports, processes, accountability and the board's most important needs.

  • 02

    Scope and mandate

    We agree objectives, responsibilities, access to information, ways of working with the team and the rules for reporting and decisions.

  • 03

    Action plan and launch

    We prepare the work plan, timetable, metrics and sequence of activities and begin working with the designated people and teams.

  • 04

    Reporting and review

    We regularly report progress, financial or operational data and matters requiring board decisions. The scope is adjusted as the company's situation develops.

06 Related services

Management based on
structured data and processes.

A fractional CFO and COO use data supplied by accounting and work with the teams that perform operational processes. Where needed, executive support can be combined with other inPL services.

07 Contact

Let's discuss your
company's finance and operations.

During the first consultation, we establish the board's current needs, data availability, the intended level of responsibility and the preferred engagement model. We then propose an appropriate scope for the CFO, COO or both roles.

Book a consultation +48 512 895 895