Category overview
Templates for Fractional CFO
Browse the free, copy-ready templates for Fractional CFO below — open one to see its columns and download the starter file.
Last updated: August 2026
Why people consider this option
- +Deliver forecasts and KPI views without paid FP&A software
- +Standardize the model you reuse across clients
- +Hand clients a file they can keep and read
What to review before acting
- -No live accounting sync without a tool
- -Many clients eventually want dashboard software
Available comparisons
GuidesFractional CFO
13-Week Cash Flow Forecast
A free 13-week cash flow spreadsheet: project weekly inflows, outflows, and ending balance with scenario columns in Google Sheets and Excel.
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Fractional CFO
Client KPI Dashboard
A free KPI dashboard spreadsheet: track revenue, margin, CAC, and runway with target-vs-actual and trends in Google Sheets and Excel.
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Fractional CFO
Financial Model
A free financial model spreadsheet: build driver-based revenue, costs, and headcount into monthly and annual projections in Google Sheets and Excel.
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