Fractional CFO for professional services software companies
PSA, time and billing, and practice management software sells per-seat into firms where the buyer's own utilisation, billing accuracy and integration depth drive the decision. Contracts are largely clean annual SaaS, which means metrics get scrutinised closely - no contract complexity to hide behind.
A correct rather than flattering metrics stack is the work. ARR, retention, payback and segment margin defined consistently, with module attach tracked separately because it's the main expansion engine. Services revenue reported alongside but never inside the recurring base.
Flow provides financial modelling, FP&A and fractional CFO advisory to professional services software companies across legal practice management, accounting and tax for firms, agency and consulting PSA, architecture and engineering firm management, and vertical practice systems. We work as the outsourced startup CFO through growth, fundraising and sale processes.
KPIs to track for "professional services software" startups
We're very 'KPI-driven' fractional CFOs, and we make sure to monitor the right metrics for your startup.
ARR
Net retention
Seats per firm
Firms / customers
Module attach
CAC payback
Gross margin
ARPU per firm
Renewal rate
Logo retention
Financial modelling for "professional services software" startups
As fractional CFOs, we build KPI-driven financial models that are insightful and easy to maintain.
Financial modelling is both art and science - models must be robust, but also understandable, and useful for both internal planning and VC fundraising purposes. Hire a fractional CFO who knows how to handle both sides of the equation.
Clean ARR waterfall
Bookings to billings to revenue split by new, expansion, contraction and churn at firm-cohort level, with no services or one-time fees contaminating the recurring base. Buyers scrutinise this metric closely in PSA - there's no contract complexity to hide behind.
Module attach as expansion engine
Module attach tracked separately as the main expansion path beyond seat growth, with the next module each firm is positioned to add surfaced explicitly. Most lifetime value in PSA is created through module breadth, not seat count.
Seats per firm & ARPU
Seat penetration within each firm tracked against firm size, with ARPU per firm modelled to show how deep the product sits inside each customer. Two firms with similar logo counts can carry double-digit ARPU divergence.
Firm-cohort retention
Net and gross retention measured at firm-cohort level with consolidations, mergers and partner exits handled as defined events rather than churn surprises. PSA customer bases churn slowly but the events that do happen are material.
CAC payback by firm segment
Fully-loaded CAC and payback measured by firm type, size and motion - inbound versus outbound, solo and small firm versus mid-market practice. Different segments carry very different conversion rates and the blended view misleads.
Cap table & SAFE stack
Pre/post-money cap table with SAFE conversions, option pool top-ups and waterfall scenarios calibrated to typical vertical-SaaS round structures. Founders see exact dilution before agreeing to round terms.
Founders and investors we've worked with
We've supported winning builders across professional services software and beyond.
Marcura
We acted as fractional CFO to Dubai-based Marcura, owner of maritime payroll and B2B payments platform MarTrust, advising on the strategic e-Wallet vendor selection and supporting product/finance integration.
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Hector
We acted as fractional CFO to Hector Aurumi, a Dubai-based specialist software house with AI/ML, IoT and data science expertise, providing confidential valuation guidance to the management team.
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Testim
As a fractional CFO we performed a confidential valuation of Testim, a Tel Aviv-based AI-based software testing automation platform, supporting Elevator Fund's portfolio management.
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Panorays
As a fractional CFO we performed a confidential valuation of Panorays, a Tel Aviv-based software platform for third-party security management, supporting Elevator Fund's portfolio management.
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Percepto
As a fractional CFO we performed a confidential valuation of Percepto, a Tel Aviv-based autonomous drone monitoring platform for critical infrastructure and industrial sites, supporting Elevator Fund's portfolio management.
See moreRecent fractional CFO track record
See our fractional CFO and financial modelling experience across professional services software and beyond.
Simple pricing
No hidden costs, no complicated long-term contracts. We understand how important flexibility is for professional services software startups.
Per month
- Accounting / FP&A tech stack implementation
- Monthly financial statements and reporting pack
- Quarterly board pack with detailed financial analysis (with variance analysis vs. budget, relevant KPI observations etc.)
- Investor-friendly output
Per month
- Everything in Core, plus
- Operating model (via an online platform like Runway or Excel-based)
- Ongoing model maintenance, refining projections, burn/runway management
- Customer cohorts modelling, churn and retention analysis
- LTV / CAC, unit economics analysis
- Cap table management
Per month
- Everything in Grow, plus
- M&A / fundraising support; review of business plan
- Pitch deck preparation
- Investor approach strategy / list building
- Due diligence support and deal negotiation
- Valuation as required and free access to Multiples Pro
Packages shown are illustrative, final pricing is tailored to client requirements.
Explore our fractional CFO offering for similar verticals
We're a specialized fractional CFO to software companies.
Our fractional CFO experience spans across all software verticals.
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We know tech inside & out.
We provide fractional CFO services to companies operating across the entire tech.
More services
We help you scale by providing fractional CFO advice, through fundraising and a successful M&A exit.
VC fundraising for professional services software companies
We help you prepare materials, reach out to investors in our extensive network, negotiate fair term sheets and structure the VC round.
Learn moreM&A for professional services software companies
We advise winning tech companies on M&A exits, and over the years successfully executed numerous transactions with both financial and strategic buyers.
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