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Whitepaper

The fractional CFO playbook: Using modern payment solutions to unlock client value

Lead your firm into the future of accounting with strategic,
value-driven services. 

Download the Fractional CFO Playbook to discover how
modern payment systems can help you streamline operations,
deepen client relationships,
and drive growth. 

Download now
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Why download this playbook?

Modern businesses demand more from their accountants

The Fractional CFO Playbook is your essential guide to: 
  • Transitioning from compliance-based services to strategic roles. 
  • Overcoming operational bottlenecks caused by outdated payment systems. 
  • Delivering high-value services like payroll, forecasting, and cash flow management. 
75% of accountants report client retention improves with broader service offerings. 

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Inside the playbook

Get the inside scoop of original research, actionable insights, and proven strategies across four key areas:

01
The strategic shift in accounting services
Discover why advisory services like forecasting and payroll are driving growth.
02
Why payments are the roadblock to strategic growth
Learn how outdated systems hold firms back—and what to do about it.
03
Steps to overcome operational challenges
Explore practical steps to streamline processes and free up time for advisory work.
04
Expanding your toolkit to become a fractional CFO
See how modern tools like Modulr help you scale services and build stronger client relationships.
Stuart Hurst
Founder

There’s a clear correlation between the time our team spends with clients and how much they grow to love the work.

Phil Ellerby
Managing Director

Historically, accountants were viewed as an occasional necessity, focused on compliance and annual reviews. However, businesses today demand more. With rising scrutiny from HMRC, employment costs, and the need for real-time decision-making, clients seek experts who deliver timely, accurate insights.

Will Farnell
Farnell Clarke

We’re actually going back to the ways of how we used to do accounting: putting the client at the very centre of everything that we do. As an owner of an accounting firm, there’s so much to consider with how we use technology. It’s about reevaluating our processes and embracing new ways of working, thanks to technology’s potential for efficiency and innovation in our client interactions.

Amanda C. Watts
Founder

Business coaches are raking in
premium fees for surface-level advice—offering recommendations without diving into the numbers or creating realistic forecasts.

The numbers don't lie

Why firms are adopting modern payment systems: 

46%

spend over three hours a week managing manual payment issues.

34%

struggle with inflexible systems that prevent scaling.

27%

report outdated systems impact client satisfaction.

The opportunity

67%

of firms are ready to adopt automated payment platforms to streamline workflows and reclaim time.
Your opportunity to lead

Modern payment solutions are more than tools. They’re growth drivers.

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Business Payments

Optimise critical daily payment operations by eliminating manual errors, approving on the go and effortlessly collaborating with your accountant or bookkeeper.

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Automating business payments - is it worth the effort?

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