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InvestorCFO
Free P&L Review

We own the forward-looking numbers

For operators who can’t justify a full-time finance hire. $1,200/month on top of bookkeeping.

Talk about Fractional CFO

The 13-Week Cash Framework

What you get every month. Bookkeeping tells you what happened; this tells you what is about to happen, and what to do about it.

13-week cash forecast$60K minimum cash
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Illustrative example. Week 9: a closing slips while two rehab draws land.

Budget vs. actual

Per deal and for the company, with every material variance explained in plain language: what moved, why, and whether it is a one-off or a trend.

Rolling 13-week cash forecast

Week-by-week cash in and out for the next quarter: draws, closings, payoffs, payroll, and overhead. Updated every month so the next crunch shows up early.

Capacity read

How many deals you can carry right now given cash on hand, lender terms, and debt already outstanding, and what changes that number.

One review meeting

A monthly working session over Google Meet to walk the numbers, pressure-test upcoming deals, and decide what to do next.

Questions it answers

  • Can we buy another property this month without a cash crunch in week nine?
  • Which deals are running over budget, and by how much?
  • How much more leverage can we carry before lender terms bite?
  • Are we making money after overhead, or just moving it around?

What it doesn’t include

  • Tax preparation or tax filings
  • Raising capital on your behalf or introducing investors
  • Audit, review, or attest work

$1,200/month, added to bookkeeping at $300/month plus per-flip fees. Combined from $1,500/month. See pricing

Frequently asked questions

What is a fractional CFO for a real estate investor?

A finance lead who owns your forward-looking numbers part time. Each month you get budget vs. actual by deal and for the company, a rolling 13-week cash forecast, a read on how many deals you can carry, and one review meeting.

How much does the fractional CFO service cost?

$1,200 per month, added to bookkeeping that starts at $300 per month. Total starts at $1,500 per month before per-flip fees.

Do I need InvestorCFO bookkeeping to get the CFO add-on?

Yes. Forecasts and variance analysis are only as good as the books under them, so the CFO service runs on top of our monthly bookkeeping.

What does the fractional CFO not do?

It excludes tax preparation and raising capital on your behalf. We keep the books and forecasts lenders and investors ask for, but we do not solicit investors or broker capital.

How is a 13-week cash forecast different from a budget?

A budget is an annual plan. A 13-week cash forecast is a week-by-week view of actual cash coming in and going out over the next quarter, including draws, closings, and loan payoffs, so a shortfall shows up weeks before it happens.

Start with one deal.

Send the numbers from one closed flip. You get back a true deal P&L, side by side with what you underwrote. Free, with no obligation.

Get my free P&L review