Taxstra • Planning worksheet • 2026-09-05

Fractional CFO Cost: What Changes the Scope and Fee

Use this worksheet alongside the guide. The figures and schedules are educational illustrations, not individualized tax advice or a recommendation for your circumstances.

Work through your records

Read the explanation in the guide before filling in the schedule. Keep the illustrated values separate from your actual records. For each row, identify the supporting document, applicable period, unresolved assumption, and person responsible. Do not treat example percentages or classifications as established facts for your situation.

Fee driver	Simpler scope	More involved scope
Historical records	Reconciled monthly books	Cleanup and missing schedules
Structure	One entity and location	Multiple entities and reporting segments
Forecast	Predictable receipts and payments	Scenarios, debt, inventory or project timing
Management support	Scheduled monthly review	More frequent decision support
Reporting	Standard financial package	Lender or investor-specific reporting

Resolve the decision

What decision or discrepancy does your completed schedule reveal?Which assumptions need professional review, and what documents support them?Who will take the next action, and by what date?

These fields stay in this document. Taxstra does not receive the information. Print to paper or PDF if you want to retain completed entries; do not rely on browser storage.

Explore the relevant Taxstra service. Use the consultation to establish fit and scope; individualized analysis and implementation require an engagement.