AI Growth Engine for fractional CFO firms

Your next client conversations, booked while you work.

The AI Growth Engine finds business owners who fit your fractional CFO firm, reaches out for you, and keeps booking sales calls day and night.

Book a call with Trundy AI Group

Booked-calls feed Illustration

AI assistant answeredReply sent, day or nightjust now
Owner repliedAsked about cash flow forecasting1 min ago
Message sentOutreach on behalf of your firm2 min ago
Owner foundMatches who your firm serves3 min ago

Calendar, this week

Mon

Tue

Wed

Thu10:30

Fri

Sample entries for illustration. Not a client result.

steps from learning your firm to booked calls

parts to the system: targeting, outreach, booking, calendar

intro call to go through pricing and terms

The problem

Fractional CFO work fills your week. Finding the next client does not.

Most fractional CFO firms get clients by referral and good timing. When you are deep in month-end and board decks, outreach is the first thing to slip, and the calendar goes quiet a few weeks later. Owners who need a part-time CFO are out there, but nobody is reaching them for you while you are working.

When outreach stopsIllustration

Client workNew conversation

A sample calendar a few weeks after outreach stops. Not a client result.

Scroll to walk through the system 01 / 08

The quiet week

A fractional CFO firm is busy with client work. Outreach stops, the calendar thins out, and nobody is talking to new prospects.

This weekOutreach paused

Filled blocks are client work. Dashed blocks are empty.

Define the right owner

Together we write down who fits your firm: the kind of business, the owner's situation, and the point where they need a part-time CFO.

Who fits your firmWritten together

The kind of business
The owner's situation
When they need a part-time CFO

Build the list

The system finds business owners who match that description, so your outreach goes to the people you actually want to serve.

Owner listMatches description

Reach out for the firm

Messages go to those owners on behalf of your firm, in a voice that sounds like a finance advisor, not a mass blast.

OutreachOn behalf of your firm

Written for finance advisorySent

The AI assistant picks up

When an owner replies, the AI assistant answers day or night and moves the conversation toward a sales call.

Replies Assistant online

A call lands on the calendar

A sample feed entry reads: Owner of a growing business, asked about cash flow forecasting, call booked for Thursday 10:30. This is an illustration, not a client result.

CalendarIllustration

Call booked: Thursday 10:30
Owner of a growing business, asked about cash flow forecasting

You show up and talk

You spend your time on the sales conversation itself, with owners who already asked to talk to your firm.

Sales callYou run it

The flow keeps going

The system keeps running between client deadlines, so new conversations do not depend on your free hours.

How it works

Four steps from hello to booked calls.

1
We learn your firm
We start with who you serve, what you offer, and which business owners are worth a conversation.
2
We set up the system
We build the targeting and outreach for your firm and set up the AI assistant that handles replies and booking.
3
Outreach goes out for you
Business owners who fit your description are contacted on behalf of your firm.
4
Calls get booked
The AI assistant keeps working day and night, turning replies into sales calls on your calendar.

What is in the system

One engine, four working parts.

Owner targeting for your firm

A defined list of the business owners your fractional CFO practice should be talking to.

How we work

Plain terms before you book.

You run the calls

The system books. You talk.

The system gets the conversation booked. You or your team talk with the owner and decide whether it is a fit.

Pricing and terms

Set to fit your firm.

Pricing and terms are discussed on the intro call so they fit your firm. Book a call and we will go through them with you.

Honest samples

Illustrations say so.

The feed and calendars on this page are labeled illustrations. They are not client results.

FAQ

Questions, answered plainly.

Who is the AI Growth Engine for?

Fractional CFO and finance consultancies that want a steadier flow of new conversations with business owners.

What does it actually do?

It finds business owners who fit your firm, contacts them on your behalf, and uses an AI assistant to keep booking sales calls day and night.

Do I still run the sales calls?

Yes. The system gets the conversation booked. You or your team talk with the owner and decide whether it is a fit.

How much does it cost and how long is the commitment?

Pricing and terms are discussed on the intro call so they fit your firm. Book a call and we will go through them with you.

How do I get started?

Use the contact section to book a call. We will talk about your firm, who you want to serve, and what the system would look like for you.

Ready for more sales calls on your calendar?

Book a call with Trundy AI Group and we will talk through how the AI Growth Engine would work for your firm.