Co-branded or attributed entry paths
Clients enter through a path that credits the referring firm or partner.
For firms & portfolios
Give every finance client the same evidence-backed first step.
Use FlyCFO to identify opportunities across clients or portfolio companies, then bring in a deeper Finance Operations Assessment and implementation build for the workflows that warrant it.
A repeatable diagnostic
One diagnostic for every finance client or portfolio company
Fractional CFO firms, accounting advisers and operating partners can use a consistent Flight Check to surface opportunities while keeping the strategic relationship intact — FlyCFO stays the diagnostic layer, not a replacement for your advisory role.
Who this is for
Three ways firms use FlyCFO
01
Fractional CFO firms
Add a consistent diagnostic across every client engagement without becoming the automation delivery team yourself.
02
Accounting & advisory firms
Turn recurring client pain — a slow close, messy reporting — into a structured opportunity register and action plan.
03
PE operating partners
Compare opportunity themes across portfolio companies while preserving company-level privacy and isolation.
What's built for partners
Attribution, privacy and a clean handoff
The program is designed so a partner relationship stays intact from the first Flight Check through implementation.
Consistent evidence and scoring structure
Every client gets the same evidence model, so findings are comparable across a book of business.
Client-by-client privacy and isolation
One client's evidence and findings are never visible to another — isolation is structural, not a policy promise.
Clear handoff into assessment and implementation
When a client is ready to go deeper, the findings continue into a Finance Operations Assessment in ProcessScout, our delivery and engagement platform, without re-answering the same questions.
Said honestly
What a portfolio view will and won't do
A future portfolio view is intended to show multiple client Flight Checks and cross-client opportunity themes, anonymized, and only with proper consent and tenant isolation. No public partner dashboard exists yet — this describes the direction, not a shipped feature.
Let's talk
Discuss a partner deployment.
Tell us about your client base or portfolio, and we'll walk through how the Flight Check and assessment handoff would work for you.