The fractional CFO playbook
Your clients need more than compliance.
Discover how modernising payments helps you unlock high-value, strategic services and step confidently into a fractional CFO role.
Why the future of accounting is strategic and how payment automation helps you lead it.
Inside the CFO Playbook
Practical insights, proven
results, and the tools to lead.
Why payment systems
are blocking growth
The opportunity in fractional CFO services
Case studies from firms that transformed
Toolkit to streamline operations and scale
Your guide to unlocking client value
The numbers don’t lie
This isn’t just a trend. It’s a strategic shift backed by real numbers.
27%
of firms use modern systems, yet 67% are ready to adopt
46%
waste 3+ hours per week reconciling accounts
84%
retention reported by medium-sized firms already expanding services
Stuart Hurst, Founder,
Cloud 10 Accounting
“There’s a clear correlation between the time our team spends with clients and how much they grow to love the work.
“It’s this connection that creates a more meaningful experience for our team and a more exciting environment to be part of.”
“It’s this connection that creates a more meaningful experience for our team and a more exciting environment to be part of.”
Key Takeaways
Shift from compliance to strategic growth
A roadmap to offering
CFO-style service
Learn how to expand your role by introducing services like payroll, forecasting, and cashflow management.
Tools and processes
to reduce time on admin
Discover how automation and integration can help you reclaim hours each week and refocus on higher-value client work.
A clear path to growing your advisory revenue
See how modernising your payments stack opens the door to new revenue streams, deeper relationships, and growth.
Lead the next wave of accounting
Download the free playbook and start scaling with purpose.
