FRACTIONAL CFO SERVICES
Fractional CFO Services That Grow With Your Business
Gain expert financial leadership without the full-time cost.
What is a Fractional CFO?
A Fractional CFO is a part-time or project-based financial leader who provides strategic insight and big-picture planning—without the cost of a full-time executive. They help business owners make informed decisions, improve profitability and cash flow, and navigate growth, audits, or major transitions.
How Do I Know If I Need a Fractional CFO?
What’s next for your business? Let’s find out together!
Our Solutions
You’ve got a great product/service, a growing team, and strong revenue. But as the business gets more complex, so do the financial decisions.
If you’re asking questions like: Can we afford to expand? Are we ready for outside funding? How do we improve margins? It is time for CFO-level insight.
Hiring a full-time CFO might not be in the cards—but bringing on a fractional CFO could be exactly what you need.
Flip “what if” into “we’re ready”
- Build dynamic financial models
- Develop multi-year growth projections
- Run scenario-based planning
Cash is King!
- Forecast short- and long-term cash flow
- Identify cost-saving opportunities
- Optimize working capital
Make sense of your numbers at a glance.
- Create custom financial dashboards
- Lead monthly financial review meetings
- Analyze budget-to-actual variances
Get audit-ready without losing sleep.
- Clean up books for investor/lender review
- Prepare due diligence materials
- Organize audit-ready documentation
Plan today, save tomorrow.
- Align strategy with tax professionals
- Provide year-round guidance to avoid surprises
Ready to get started?
Frequently Asked Questions:
Outsourced accounting focuses on the day-to-day (bookkeeping, reconciliations, payroll). A Fractional CFO focuses on the big picture—financial strategy, cash flow forecasting, and business advisory.
Your bookkeeper manages daily transactions. Your accountant prepares financial statements and tax returns. A Fractional CFO takes the next step—analyzing your numbers, spotting trends, forecasting results, and guiding decisions to help you achieve your business goals.
You may be ready if:
- You’re unclear on your true cash position
- Your financial reports don’t tell the whole story
- You’re growing but lack a long-term financial plan
- You’re preparing for a sale, capital raise, or major expansion
- You’re making big decisions without financial forecasting or KPIs
A Fractional CFO can:
- Create budgets, forecasts, and financial models
- Analyze profitability, pricing, and margins
- Build KPIs and dashboards for real-time visibility
- Develop strategic growth and exit plans
- Guide fundraising or loan applications
- Prepare your company for audits or due diligence
No! Our services are flexible. Start with a monthly engagement and adjust as your needs change.
It depends on the complexity of your business and the level of support you need. We’ll build a proposal that fits your goals and budget.
Both. Some businesses need a Fractional CFO for a specific project—like preparing for a sale—while others retain one for ongoing strategic support. The flexibility lets you get exactly what you need, when you need it.
Set up a time to talk about your business and growth goals!