Get executive-level financial leadership and strategic guidance without the full-time commitment. Our fractional CFO services provide the expertise your business needs to achieve its financial goals and scale successfully.

Our fractional CFO services provide the strategic financial guidance and leadership that growing businesses need to achieve their goals and maximize value.
Financial Strategy
Develop comprehensive financial strategies aligned with your business goals and growth plans.
Cash Flow Management
Optimize cash flow, improve working capital, and ensure adequate liquidity for operations.
Performance Analysis
Advanced financial analysis and KPI development to drive better business decisions.
Growth Planning
Strategic planning for expansion, acquisitions, and scaling your business efficiently.
Financial Strategy Development
Financial Reporting & KPI Development
Banking Relationships & Financing
Strategic Business Planning
Cash Flow Management & Forecasting
Investment Analysis & Capital Planning
M&A Analysis & Due Diligence
Cost Management & Profitability Analysis
Budget Planning & Variance Analysis
Risk Management & Internal Controls
Board Reporting & Presentations
Technology & Systems Implementation
Annual Revenue
Growing Companies
Businesses experiencing rapid growth needing financial leadership and structure
Key Focus Areas:
Financial systems implementation
Growth planning and forecasting
Cash flow management
Investment decision support
Annual Revenue
Established Businesses
Mature companies seeking to optimize operations and explore new opportunities
Key Focus Areas:
Strategic planning and analysis
Acquisition evaluation
Performance optimization
Risk management
Annual Revenue
Pre-Exit Companies
Businesses preparing for sale, merger, or significant investment
Key Focus Areas:
Financial due diligence prep
Valuation optimization
Investor presentation support
Transaction structuring
Fractional CFO vs. Full-time CFO
Full-time CFO
+ benefits, equity, overhead
==> $150K - $300K+ per year
Fractional CFO
Flexible, results-focused
==> $3K - $8K/month
70-80%
Cost savings vs. full-time
Ongoing monthly engagement for sustained support
20-40 hrs/month
Regular strategic support, monthly reporting, and ongoing guidance
Specific initiatives with defined scope and timeline
3-6 months
Strategic projects, system implementations, or transaction support
Quarterly strategic reviews and guidance
5-10 hrs/quarter
Strategic guidance, board support, and key decision consulting

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