Traverse provides an ongoing fractional CFO engagement — FP&A, board reporting, cash management, and strategic finance — at the level your stage actually requires. Senior ownership, without the full-time overhead.
Schedule a Discovery CallYou need CFO-level thinking — but you're not ready to hire one full-time. These are the inflection points where companies get stuck.
The spreadsheets and processes that worked at $3M start breaking at $10M. Reporting takes too long, data isn't trusted, and no one has the bandwidth to fix it.
Lenders, PE sponsors, and board members want clean financials, variance analysis, and forward-looking models — not monthly actuals two weeks after close.
Base salary, bonus, equity, and benefits for a senior CFO can exceed $400K all-in. At your stage, the ROI on a fractional engagement is dramatically better.
Every Traverse fractional engagement is scoped to your priorities — the following are the core areas we cover.
Annual budgets, rolling forecasts, scenario models, and variance reporting that give leadership a clear picture of where the business is headed and why.
Board packages, investor updates, lender covenant reporting, and management decks that communicate performance clearly and build stakeholder confidence.
13-week cash forecasts, liquidity management, banking relationships, and capital allocation so the business never runs out of runway without warning.
Direct management of your controller, bookkeeper, or FP&A analyst — with hiring support, process design, and performance coaching to build a team that scales.
Make/buy analysis, pricing decisions, M&A screening, capital raises, and operational trade-offs — with a CFO-level perspective at the table when it matters most.
Month-end close oversight, audit preparation, accounting policy, and financial controls — ensuring books are clean, timely, and audit-ready when needed.
Fractional doesn't mean ad hoc. Every engagement runs on a structured cadence so you always know what to expect and when.
Deep dive into your financials, systems, team, and priorities. We identify the highest-leverage opportunities and establish baseline reporting.
Close oversight, variance analysis, cash reporting, and a standing leadership meeting so finance stays tightly connected to operations.
Board packages, updated forecasts, KPI review, and a strategic check-in to align finance priorities with where the business is heading.
Full budget build, long-range model, compensation planning, and a finance roadmap that keeps the team and business aligned for the year ahead.
We use modern finance tools and AI to move faster — so your CFO time is spent on decisions, not data work.
AI tools compress the time required for data aggregation, report generation, and financial modeling — so we spend more time analyzing and less time building.
Pattern recognition built across 20+ years of CFO engagements, 22 transactions, and dozens of board rooms doesn't come from a model. It comes from having been there.
You're growing, you have investors or lenders asking harder questions, and your current finance function can't keep up.
PE sponsors require 100-day plans, monthly reporting packages, and strategic finance support from day one.
There are a lot of people who call themselves fractional CFOs. Here's what sets Traverse apart.
Paul Kruglik has sat in the CFO seat — not adjacent to it. 20+ years of full-cycle CFO leadership across growth-stage, PE-backed, and public companies means the work is done by someone who's been accountable for the same decisions you're facing.
Traverse doesn't hand you a framework and step back. We take ownership of deliverables, attend the board meetings, manage your team, and stand behind the work — the same way a full-time CFO would.
As your business grows, the engagement evolves. Whether that means expanding scope, hiring into the finance team, or transitioning to a full-time CFO — Traverse is designed to leave you stronger than we found you.
A fractional CFO provides the same strategic finance leadership as a full-time CFO — FP&A, board reporting, cash management, investor relations, and team leadership — but scoped to the level of involvement your stage requires.
Engagements range from around 10 to 40 hours per month depending on your needs. We define the right scope during discovery and adjust as the business evolves.
A part-time hire adds capacity. A Traverse fractional CFO adds accountability — for the forecast, the board relationship, the strategic decisions, and the financial narrative. We own outcomes, not tasks.
That's often the goal. Traverse works to build the infrastructure and documentation that makes that transition seamless — and can advise on the hiring profile and evaluate candidates when the time comes.
Stop making decisions with stale data and manual reports. Traverse brings you a senior CFO and an AI-powered finance infrastructure — deployed in days, built to scale with you.
Schedule a Discovery CallNo long-term contract required to start. Engagements are scoped to your needs — not ours.