CFO-level financial clarity, without the full-time cost.
Franklin Fractional delivers institutional-quality FP&A — monthly reporting packs, budget vs. actuals, board decks, and cash flow forecasting — scaled to your stage and your budget.
Basic through Pro — built to grow with you as your reporting needs evolve
Month-end
Deliverables in your inbox within agreed business days of close, every time
Zero fluff
No bookkeeping, no tax prep — pure FP&A focused on insights that drive decisions
What we do
Financial planning and analysis, built for growing businesses.
You don't need a full-time VP of Finance to get the financial visibility a growing company deserves. Franklin Fractional brings the rigor and consistency of an in-house FP&A function — at a fraction of the overhead.
Monthly Reporting Packs
Executive dashboards, P&Ls, balance sheets, and cash flow statements delivered every month — clean, consistent, and board-ready.
Budget vs. Actuals
Variance analysis that tells you not just what happened, but why — so you can act on it before the quarter is over.
Board Packs & Forecasting
Professionally structured board presentations and rolling forecasts that give investors and leadership confidence in the numbers.
Sample Output
Here's what shows up in your inbox every month.
A peek at the executive dashboard from a recent Q4 reporting pack. Real format, illustrative numbers, sample client.
Executive Dashboard · Q4 2025
Wildflower & Co.
Boutique apparel chain · 3 locations + e-commerce
Sample
Q4 Revenue
$1,315,788
+14.8% MoM in Dec
Gross Profit
$737,126
56.0% margin
Net Income
$118,581
+99.0% MoM in Dec
Cash Position
$699,565
+$163K in Q4
Current Ratio
4.25x
Strong liquidity
DSO
5.6 days
Fast collections
CFO Commentary
Operating leverage is the headline story. On a largely fixed cost base, total OpEx held flat in December while gross profit rose 19.0% — driving operating income +97.0% and net income +99.0% for the month.
Analysis
The numbers tell you what. We tell you why.
Pro-tier deliverables include trend analysis, waterfall bridges, variance reporting, and CFO commentary — turning the data into decisions you can act on.
Pro Tier · Waterfall Analysis
Revenue → Net Income, Q4 2025
Where the $1.3M went, line by line
Sample
What changed
Margins expanded across the board. December gross margin recovered 200 bps to 56.7%, operating margin climbed to 18.4% from 4.6% in October, and net margin reached 13.9% — all on flat operating expenses. The balance sheet closed at a position of strength: cash $699,565, current ratio 4.25x, debt-to-equity just 0.49x.
What to do
(1) Lock in the operating-leverage gains by formalizing a budget so reporting upgrades from prior-month to budget-vs-actual variance. (2) Test a measured marketing re-investment in Q1 to convert margin headroom into sustained growth. (3) Evaluate deploying a portion of the $699.6K cash balance toward growth initiatives given low leverage and strong liquidity.
Most engagements start with a 30-minute conversation. No obligation, no pitch deck.
Every tier starts with a clean general ledger pull — QuickBooks, Xero, Sage, NetSuite, or custom — and builds into the reporting depth your business actually needs right now.
Limited-Time · New Client Offer
Get Pro tier at Basic tier pricing.
Three months of the full Pro reporting pack — waterfall analysis, board pack, CFO commentary, the works — at our entry-level price. Experience the deliverable before committing to it.
Available to new clients only. Standard Pro pricing of $8,000/month applies starting in Month 4. Engagement terms set during the initial consultation — no long-term commitment required.
Tier 1
Basic
$2,000 / month
The essentials: where revenue, margin, and profit landed each month. Perfect for early-stage companies getting financial reporting off the ground.
For companies preparing for fundraising, board oversight, or M&A readiness. The full analytical suite — including the deck your board will actually read.
I'm Daniel Vargason, a CPA and the founder of Franklin Fractional. I help founder-led and private equity–backed companies get senior-level financial planning and analysis without hiring a full-time finance leader to do it.
My background runs from audit at Ernst & Young through corporate finance roles at Eco-Energy and i3 Verticals, and today I serve as the manager of strategic FP&A and risk reporting at Eco-Energy. Across all of it, one thing stood out: the financial clarity large companies take for granted is exactly what smaller businesses need most and rarely have.
That's what Franklin Fractional is for — monthly reporting you can actually read, forecasts that hold up, and a straight answer on how your business is really doing.
Outside of work, my favorite roles are husband to my beautiful wife Amelia and dad to our daughter Daisy, with our second daughter on the way (Girl Dad!). I'm a drummer, with my largest stage being on the Tennessee Titans Blue Crew Drumline years back! My family lives in Franklin, Tennessee, and can usually be found being led around Cheekwood or the Nashville Zoo by our daughter.
Licensure
Certified Public Accountant (Tennessee)
Education
B.B.A. Accounting Middle Tennessee State University
B.M. K–12 Instrumental Music Education University of Tennessee at Martin
Experience
Ernst & Young · Eco-Energy · i3 Verticals
Contact
Let's talk about your numbers.
Most conversations start with a 30-minute call. Tell me where you are, what you're trying to see more clearly, and we'll figure out if there's a fit.
