New Client Launchpad
- 1Engagement letter signed via portal
- 2Automated request for QuickBooks and bank access sent
- 3Welcome sequence explains the communication cadence
- 4Discovery meeting automatically scheduled
Systems for Financial Advisors
Custom Client Systems for Fractional CFOs
Fractional CFOs earn their income by selling high-value strategic oversight and recurring advisory retainers. Profit often leaks through manual data collection, unbilled out-of-scope work, and administrative friction during the onboarding of new entities.
Accounting, Finance & Insurance
- Automated Engagement Letters
- Document Collection Workflows
- Strategic Client Portals
- Referral Partner Nurturing
- Out-of-Scope Trackers
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
Prospective clients request a discovery call to discuss financial bottlenecks or scaling challenges.
- 02
Discovery
The advisor assesses the current state of the chart of accounts, cash flow, and tech stack.
- 03
Engagement
A formal engagement letter is sent detailing the scope of advisory and recurring fee structure.
- 04
Onboarding
Access is granted to accounting systems, bank feeds, and historical tax filings.
- 05
Analysis
The CFO performs a deep dive into burn rates, unit economics, and working capital needs.
- 06
Reporting
Monthly or quarterly board decks and management reports are delivered to stakeholders.
- 07
Strategy
Regular cadence meetings occur to adjust forecasts based on actual performance.
- 08
Renewal
The scope of work is reviewed and updated as the client business grows or complexity increases.
Where it leaks
Common problems for fractional cfos.
01
Scope Creep
Advisors often perform tasks outside the engagement letter without additional billing. Lack of clear task tracking makes it difficult to justify fee increases when business complexity rises.
02
Information Bottlenecks
Closing the month is delayed when clients fail to provide bank statements or expense justifications. Chasing documentation manually consumes hours that should be spent on high-level analysis.
03
Onboarding Friction
The time between a signed contract and the first strategic insight is often too long. Manual data gathering processes frustrate new clients and delay the realization of value.
04
Lead Management
High-value referrals often fall through the cracks because there is no system to nurture long-term prospects. Strategic partners need regular touchpoints that the busy CFO cannot always provide manually.
05
Inconsistent Reporting
Providing a premium experience is hard when reporting formats vary across the client base. Without a centralized hub, clients lose track of past insights and the value of the ongoing retainer.
What LATTICE can build
Systems built around how you work.
Automated Engagement Letters
Trigger professional service agreements and initial invoices the moment a prospect accepts a proposal.
Document Collection Workflows
Automated reminders via SMS and email that prompt clients to upload month-end statements to a secure portal.
Strategic Client Portals
A centralized dashboard where clients can view meeting recordings, shared spreadsheets, and previous board decks.
Referral Partner Nurturing
Automated email sequences to CPAs and attorneys to keep your advisory services top of mind for their clients.
Out-of-Scope Trackers
A simple mobile interface to log extra work hours which triggers a notification for scope renegotiation.
Meeting Cadence Automation
Self-service booking links that enforce preparation lead times, ensuring the CFO has time to review the books before the call.
Review Request System
Automatically request testimonials and LinkedIn recommendations following successful capital raises or exits.
Example systems
What it looks like in practice.
Month-End Close Driver
- 1Trigger on the first of the month for all active retainers
- 2Automated email asks for missing reconciliations
- 3SMS reminder sent three days before the reporting deadline
- 4Notification to CFO once all files are uploaded
Advisory Lead Nurture
- 1Prospect downloads a cash flow template from the website
- 2Bi-weekly strategic insights sent via automated email
- 3AI assistant offers a discovery call after the third interaction
- 4CFO notified when a high-revenue prospect engages with content
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from fractional cfos
How does this handle highly sensitive financial data?
We build systems that act as the communication and coordination layer while keeping your sensitive calculations within your existing secured spreadsheets and accounting software. The portal facilitates secure file transfers and access management rather than storing the actual ledger data.
Can I automate my monthly reporting delivery?
Yes, we can build workflows that notify your clients the moment a report is ready for review in their portal. This ensures they see the value of your work immediately upon completion without you having to draft individual emails for every client.
Will this help me manage multiple entities for one client?
The CRM and portal structures are designed to group multiple businesses under a single primary contact. This allows you to track project tasks and documentation for each entity separately while maintaining a clean view of the overall client relationship.
Can I use this to track my team of junior controllers?
The system provides visibility into task completion and client communication across your entire firm. You can see which clients have pending documentation requests and which staff members are falling behind on monthly closing procedures.
How do we handle customized scope for every client?
LATTICE builds custom fields into your CRM that allow you to toggle specific automation triggers based on the service tier. If a client only pays for quarterly oversight, the system will only trigger the relevant reminders and meeting links for that specific cadence.