Build guide
Fractional CFO & Bookkeeper Hub OS
Fractional CFO & Bookkeeper Hub OS: month-end close and client kpis, connected to accounts, deals and engagements - calculations, views and example rows already set up.
For: Consultancies, marketing and design agencies, real estate agencies, brokers and professional firms
- Linked databases
- 7
- Connections
- 6
- Automatic calculations
- 14
- Ready-made views
- 17
What it saves you
- Close checklist per client per month - reconciliations, payroll and reports - with days to close calculated.
- Monthly revenue, burn and cash per client - runway in months is calculated for the board pack.
- Weighted pipeline value = deal value x probability, per deal and in total
- Billable hours turn into unbilled value per engagement automatically
- Engagements over budget are flagged as hours are logged
- Overdue invoices and stale deals each have their own list
How the parts work together
- Win work: Log the account and a deal → Set probability at each stage → Keep a dated next step on every open deal
- Deliver: Create an engagement with budget hours → Everyone logs time against it → Watch "Over budget"
- Bill: Invoice from "Ready to invoice" → Tick Invoiced on those entries → Chase "Open invoices" by days overdue
Databases inside
Accounts
Companies and individuals you sell to or serve, with total won value and open pipeline rolled up.
7 fields · 2 calculated automatically · linked to Deals, Engagements, Invoices, Month-end Close, Client KPIs
Views: All accounts, By tier
Deals
New business from first call to signed contract. Weighted value uses probability so your forecast is realistic.
11 fields · 3 calculated automatically · linked to Accounts
Views: Pipeline, Forecast, Stale deals
Engagements
Active client work with budget hours and fee. Hours used, unbilled value and over-budget warnings update from the time log.
10 fields · 4 calculated automatically · linked to Accounts, Time Entries
Views: Delivery board, Timeline, Over budget, Unbilled work
Time Entries
Hours by person and engagement. Billable amount and what is still unbilled are calculated from the rate.
10 fields · 2 calculated automatically · linked to Engagements
Views: This week, Ready to invoice
Invoices
Invoices per account with due dates and payment status; overdue invoices surface automatically.
7 fields · 1 calculated automatically · linked to Accounts
Views: Open invoices, All invoices
Month-end Close
Close checklist per client per month - reconciliations, payroll and reports - with days to close calculated.
7 fields · 1 calculated automatically · linked to Accounts
Views: Open closes, All closes
Client KPIs
Monthly revenue, burn and cash per client - runway in months is calculated for the board pack.
7 fields · 1 calculated automatically · linked to Accounts
Views: Latest, Runway under 9 months
You get the finished workspace, not homework.
Buy it once for $29 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.
See Fractional CFO & Bookkeeper Hub OS →