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.