The Fractional CFO Services Agreement is a ready-to-use professional services template you can send for signature in minutes. It is written for 2 signers (client and executive) and, by default, expires 30 days after it is sent if left unsigned. It covers fractional cfo, cfo, financial services, executive, professional, advisory. Like every Abundera Sign template it is a convenience draft structured for ESIGN Act and UETA compliance, not a substitute for legal advice. Each signed copy is sealed with PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package in WORM storage.
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# Fractional CFO Services Agreement This Fractional CFO Services Agreement ("Agreement") is entered into as of ___________ by and between: **Client:** ___________, a ___________ organized under the laws of ___________, with its principal place of business at ___________ ("Client"); and **Executive:** ___________, an individual with a principal place of business at ___________ ("Executive" or "Fractional CFO"). --- ## 1. Engagement ### 1.1 Appointment Client hereby engages Executive to serve as its Fractional Chief Financial Officer, and Executive accepts such engagement, on the terms set forth in this Agreement. Executive shall report directly to ___________ and shall work collaboratively with Client's leadership team. ### 1.2 Independent Contractor Status Executive is engaged as an independent contractor. This Agreement does not create an employment relationship. Executive shall not be entitled to employee benefits, workers' compensation coverage, unemployment insurance, or other employer-provided benefits. Executive is solely responsible for all federal, state, and local taxes on compensation received under this Agreement. ### 1.3 Other Engagements Executive may serve as a fractional or part-time CFO or financial advisor to other businesses, provided that: (a) such other engagements do not materially impair Executive's ability to perform the Services; and (b) such other businesses are not competitors of Client as defined in Section 7. Executive shall notify Client before accepting any new fractional engagement that could present a conflict of interest. --- ## 2. Scope of Services Executive shall provide the following CFO-level financial leadership services ("Services"): ### 2.1 Financial Strategy and Planning (a) Develop and maintain a ___________-year financial model and operating plan; (b) Lead the annual budgeting process and monthly re-forecasting; (c) Advise Client's leadership on financial strategy, capital allocation, and growth planning; (d) Identify and evaluate financial risks and opportunities.