CFO Transition Playbook
The 90-day action plan for a new or fractional CFO stepping into a growing business.
About This Resource
Whether you are installing a fractional CFO, promoting from within, or hiring your first full-time finance leader, the first 90 days set the tone for everything that follows. This playbook maps the diagnostic, relationship, and system-building work that creates a functioning finance function out of a collection of disconnected tools and spreadsheets.
What's Inside
Days 1–30: Diagnostic
- Financial system and tool inventory
- Month-end close timeline audit
- Cash flow and burn rate baseline
- Stakeholder relationship mapping
Days 31–60: Stabilize
- Month-end close standardization
- Chart of accounts cleanup framework
- Reporting package design
- AR/AP process review
Days 61–90: Build
- 13-week cash flow model setup
- Board reporting cadence
- Finance team hiring and role definition
- ERP evaluation trigger criteria
Get Started
From Reading to Doing.
Every Best Practicify engagement begins with a 45-minute advisory session — a direct conversation with the practitioner who will lead the work, with enough information at the end to make a sound decision about whether the next step is a proposal, an RFP, or something else.