Investor-grade reporting without a full CFO seat.
Weekly performance reports, channel-level P&Ls, live KPI dashboards, monthly board prep, and investor update copywriting. For funded teams post-Series A who need finance rigor — not another senior headcount.
You raised. Now the board wants real reporting.
The Series A close is the easy part. Then the first board meeting hits and you realize: the financial section of the deck you used to raise isn’t the same package the board wants every quarter. The bookkeeper produces clean monthly statements but can’t write the narrative. The investor update goes out late every month because nobody owns it. The dashboards live in three different Sheets nobody trusts.
A full-time CFO solves this. But a full-time CFO costs $250-400K all-in, and at $5M ARR that hire is overkill. You’ll get there at $15-25M ARR. In the meantime, you need the reporting outputs without the CFO overhead.
Reporting Partner is the in-between. We own the weekly performance pulse, the monthly board pack, the dashboards, and the investor updates. Your CEO keeps the strategic seat. Your controller keeps the books. We’re the reporting layer between them — $4,500-$9,000/month instead of $250K+ in fully-loaded comp.
The full reporting stack, weekly cadence.
- Weekly performance reportEvery Monday: pipeline, bookings, revenue, expenses, cash, key variances. Single email or Slack post.
- Channel-level P&LsPaid media, organic, sales, partnerships — each with its own CAC, LTV, and contribution margin.
- Live KPI dashboardsLooker / Sigma / Tableau / Hex. Burn, runway, GRR, NRR, magic number, payback, gross margin — always current.
- Monthly board packThe full financial section: P&L, balance sheet, cash flow, KPI commentary, plan-vs-actual, narrative summary.
- Investor update copywritingThe finance section of your monthly investor update, written and ready to drop into your update tool.
- Variance analysisMonthly plan-vs-actual review. What missed, what beat, what changed in the underlying assumptions.
- Quarterly board prepTwo weeks before the board meeting: refresh the package, run through with CEO, anticipate questions.
- Async Slack + biweekly office hoursEmbedded in your Slack for finance questions; biweekly 30-min office hours for synchronous topics.
Best fit when you’re funded but not full-CFO yet.
You’re a great fit if…
- You raised a Series A and the board wants real reporting now.
- You’re $2M-$15M ARR, funded, growing.
- You have a controller or bookkeeper but no CFO.
- You need the reporting layer running clean, not a strategic finance voice in the room every day.
- Your CEO writes the investor update but hates writing the finance section.
You’re probably not a fit if…
- You’re pre-Series A. Probably overbuilt for your stage — go with Lean Finance Stack setup first.
- You already have a full-time CFO. We’d duplicate their work.
- You’re pre-revenue or pre-Series A. There’s not enough to report on yet.
- You need a strategic finance voice on hiring, expansion, fundraising. Use Fractional CFO instead.
Four phases — two weeks to running cadence.
Discovery call
Current state, board cadence, gap inventory. We map your specific reporting pain to the playbook.
Onboarding (week 1-2)
System access, dashboard audit/build, template setup. By Friday week 2 you have the first weekly report.
Steady state
Weekly reports, monthly board pack, biweekly office hours, async Slack. The cadence becomes invisible.
Board cycle
Each quarter: 2-week prep window before the board meeting. We attend the meeting itself in observer/presenter role.
Monthly fee. Scoped by complexity, not hours.
Pricing reflects the complexity of your business — number of revenue streams, number of channels, dashboard sophistication, board cadence. We quote a flat monthly fee on the discovery call so you can budget without hourly anxiety. Three-month minimum.
Standard
Single revenue stream, ≤5 KPIs, monthly board, standard dashboards. Best for clean B2B SaaS post-Series A.
Multi-channel
Multiple revenue streams or channels (paid media, organic, sales), 10+ KPIs, channel-level P&Ls, custom dashboard layer.
Complex
Marketplace, multi-currency, multi-entity, or international ops. Or aggressive board cadence (monthly board meetings, weekly investor calls).
Reporting Partner questions, answered.
How is this different from a fractional CFO engagement?
Reporting Partner is narrower: weekly reports, monthly board prep, dashboards, investor updates. Fractional CFO is broader: same outputs plus fundraising support, hiring strategy, strategic decision-making, board-level strategic conversations. Reporting Partner is the right shape if you have a CEO who handles strategy and just needs the finance reporting layer running clean. Fractional CFO is the right shape if you also need a strategic finance voice in the room.
Will you join our board meetings?
Yes, for quarterly board meetings. We attend in observer/presenter capacity to walk through the financial section and field detail questions. We don’t replace the CEO’s voice in the room — board meetings are fundamentally CEO-led — but we make sure the numbers tell a coherent story and the board sees a CFO-grade financial package.
Can we upgrade to fractional CFO later?
Always. The reporting infrastructure we build is the foundation any fractional CFO would need anyway. Many clients start with Reporting Partner, then upgrade to Fractional CFO when they hit a fundraise, an M&A discussion, or hiring complexity that requires strategic finance input. The transition is seamless because we already know the books.
Do you build the dashboards or just maintain them?
Both. If you don’t have dashboards yet, we build them — Looker, Sigma, Tableau, Hex, or just clean Google Sheets/Excel depending on your data stack. If you have dashboards that aren’t quite right, we refactor them. If you have dashboards that work, we just keep them current with monthly refresh and quarterly redesign. Most clients fall in the “we have some but they’re inconsistent” bucket.
What tools do you work with?
Accounting: QuickBooks Online, Xero, NetSuite. BI/dashboards: Looker, Sigma, Tableau, Hex, Mode, Sheets. Cap table: Carta, Pulley, AngelList Stack, Captable.io. Payroll: Gusto, Rippling, Deel, JustWorks. Payment: Stripe, Brex, Mercury, Ramp. We don’t insist on a specific stack — we work with what you have, and only recommend changes if a tool is actively blocking the work.
What’s the minimum engagement length?
Three months minimum. Less than that, we can’t really learn your business well enough to build reporting that’s useful instead of generic. Most engagements settle into 6-12 months, often extending until you raise the next round or hire a full-time CFO.