Fractional CFO

Fractional CFO Services for Growth-Focused Businesses

When a business outgrows basic bookkeeping but is not ready for a full-time CFO, strategic financial support can close the gap. Kuuni Partners helps business owners improve visibility, decision-making, and financial discipline through fractional CFO support focused on reporting, planning, forecasting, and business insight.

Georgia-based team. Nationwide remote support.

Executive KPI dashboard on a monitor with a printed cash-flow forecast and leather portfolio on a Kuuni Partners fractional CFO advisory desk

In short

A fractional CFO gives you senior finance leadership — forecasting, KPI dashboards, budget ownership, and board-ready reporting — for a fraction of a full-time hire's cost. We embed with your team a few days a month and tie every number to a business decision.

What you get

  • Better financial reporting tailored to how you run the business
  • 13-week rolling cash-flow planning
  • Annual budget and multi-year forecasting
  • KPI and margin review with written narrative
  • Strategic guidance tied to real business decisions
  • Monthly leadership review meeting
  • Support during fundraising, M&A, or bank financing
  • Tax-aware finance leadership — your CFO and tax team work as one unit

Who it's for

  • Growing businesses with $1M–$25M in revenue
  • Owners who need stronger reporting and visibility
  • Companies needing forecasting and KPI support
  • Businesses making bigger financial decisions
  • Multi-entity owners needing consolidated reporting
  • Companies preparing for a raise, sale, or bank financing

Common problems we solve

If any of this sounds familiar, you're in the right place.

  • Weak cash-flow visibility — you do not know what is coming in 30, 60, or 90 days
  • Reports that do not help decisions — they just show what already happened
  • Limited forecasting — growth is happening without a forward-looking plan
  • Unclear financial performance — no consistent KPIs or margin tracking
  • Growth without disciplined financial insight — decisions made on gut, not numbers

Our process

  1. Step 1

    Diagnostic & model build

    30-day kickoff: we audit current finances, build the forecast model, and define the KPI set that matters for your business.

  2. Step 2

    Operating cadence

    Monthly close → leadership review → quarterly strategic offsite. We embed in your rhythm and keep reporting disciplined.

  3. Step 3

    Strategic projects

    Pricing, hiring, financing, M&A — we lead the financial side of every major decision with tax impact in view.

Why Kuuni Partners

Senior CFO experience at 30–50% of the cost of a full-time hire.

We sit on top of your bookkeeping team, so reporting is reliable and timely.

Tax-aware finance leadership — your CFO and tax team are not arguing in different rooms.

Engagement scales up and down as your needs change. No long-term lock-in.

Georgia-based team with nationwide remote support.

Recent scenario

B2B SaaS, $4.2M ARR

Built the financial model that closed a $2M credit facility

Implemented monthly close, 13-week cash forecast, and a 3-year operating model the bank used to underwrite the line. The owner went from spreadsheet chaos to board-ready reporting in 60 days.

Get started

Tell us about your situation

A senior advisor will review your responses and respond within one business day to schedule a call.

  • • Reviewed by a credentialed advisor (EA / CPA)
  • • Confidential and never sold
  • • No obligation to engage
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Free tools for this service

Do a quick estimate first.

Use these calculators to get a rough number in under five minutes, then talk to us about how to improve it.

Cash Flow Runway Calculator

How many months can you operate with the cash on hand at your current burn?

Cash Flow Runway Calculator

A simple but critical number for any owner. Runway under 3 months is a flashing red light.

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Your estimate

Months of runway

10.0

Net monthly burn

$10,000

Comfortable runway. Use it to plan, not to relax.

This is an estimate based on the information you entered. Your actual tax, savings, or cash-flow outcome may differ based on deductions, entity structure, timing, payroll setup, debt terms, investment assumptions, or other factors.

Book a Consultation

Revenue Target Calculator

Reverse-engineer the revenue you need to hit a profit goal at your current margins.

Revenue Target Calculator

Set a take-home or profit target and we'll back-solve the revenue you need to get there.

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Your estimate

Annual revenue required

$1,333,333

Monthly revenue required

$111,111

Weekly revenue required

$25,641

If this number feels unrealistic, the unlock is usually margin — pricing power, mix, or cost — not just selling more.

This is an estimate based on the information you entered. Your actual tax, savings, or cash-flow outcome may differ based on deductions, entity structure, timing, payroll setup, debt terms, investment assumptions, or other factors.

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Frequently asked questions

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