Teams · Oculon for Fractional CFOs & Firms
Fractional CFOs & FirmsBring a clear financial story to the client.
Start with one engagement, one set of definitions, and the decisions the client needs to make. Keep the assumptions behind your advice close to the brief.
A shared starting point
Keep the financial story specific to the engagement.
For Fractional CFOs and advisory firms.
Agree the engagement scope
Name the period, definitions, and source cutoff the client will use in the review.
Build the decision brief
Connect the financial narrative to the hiring, pricing, or cash choice under discussion.
Review with the client
Keep draft advice separate from a decision the client has adopted.
From context to the next move
Put the plan to work.
Keep the inputs, model and review connected around your team’s decisions.
Connected inputs
Start with client context
Bring the business definitions and operating assumptions into the model.
Explore connected data
Business drivers
Build useful deliverables
Connect a reporting board, memo, or deck to the analysis behind it.
Explore financial models
Planning choices
Support the next decision
Keep alternatives and open questions ready for the client meeting.
Explore scenarios
Shared review
Review with the client
Agree the source cutoff and assumptions with client finance, then take the open hiring and pricing questions to the meeting.
Explore shared boards
One connected financial picture
What does the client need to review before choosing a plan?
Agree the source cutoff and assumptions with client finance, then take the open hiring and pricing questions to the meeting.
Explore the client engagement example
Each deliverable has a defined scope and client reviewer. The same client context is used for the monthly and quarterly planning examples.
October 2026 · Northstar example · Illustrative dataA BRIEF FOR THE NEXT REVIEW
What does the client need to review before choosing a plan?
Sample engagement deliverables
Northstar · sample engagementPerformance narrative · Advisor
Start-date alternative · Client finance
Assumptions & trade-offs · Advisor
Inspect the review context3 review items
| Deliverable | Scope | Owner | Review |
|---|---|---|---|
| Performance narrative | Advisor | Ready | |
| Start-date alternative | Client finance | In review | |
| Assumptions & trade-offs | Advisor | Draft |
Scroll to inspect all columns
This is a single-client engagement example, not a firm-wide portal. Client isolation, sharing, generated artifacts, and access require a workflow discussion.
A little more context
Questions about Fractional CFOs & Firms.
How should a firm handle client access?
Discuss your client-workspace, confidentiality, and permission requirements with the Oculon team. The illustration here shows individual engagement views and does not imply a specific multi-client administration feature.
Does this page show multi-client administration?
No. It shows two review scopes for one fictional client. Discuss separate workspaces, client access, sharing, and the reporting formats available for your firm.
What should we agree before comparing plans?
Each deliverable has a defined scope and client reviewer. The same client context is used for the monthly and quarterly planning examples.
Where can we find a starting model?
Explore templates for planning, revenue, cash, headcount and reporting. Adapt the assumptions and structure to your business, and agree access with the people who will review the work.
Explore templates