CFO Services

Fractional CFO

Fractional CFO services provide ongoing financial leadership without the need for a full-time hire. 

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Why Fractional?

CFO-Level Insight Without the Full-Time Cost

A Fractional CFO provides the strategic financial expertise your business needs on a part-time, ongoing basis. We work alongside you and your leadership team to bring clarity to your financials and confidence to your decisions.

Improve profitability
Scale confidently
What's Included

Comprehensive CFO Services

Cash Flow & Liquidity
  • Cash flow forecasting
  • Working capital analysis (AR/AP, inventory, timing gaps)
  • Liquidity planning and cash needs
  • Cash management recommendations
Budgeting & Forecasting
  • Annual budget development
  • Monthly or quarterly forecasts
  • Rolling 12-month forecast (optional)
  • Scenario planning (pricing, hiring, growth, capex)
Financial Reporting & KPIs
  • Monthly management financials
  • KPI dashboards
  • Variance analysis
  • Monthly or quarterly review meetings
Strategic Advisory
  • Pricing and margin analysis
  • Profitability improvement
  • Staffing and compensation planning
  • Capital and lending support
  • Growth planning and investment decisions
Systems & Finance Operations
  • Review of accounting accuracy
  • Basic GAAP readiness
  • Process improvements
  • Systems and tool recommendations
Is This Right For You?

Fractional CFO Fit by Business Size

Small
  • Good fit
Needs cash visibility, planning, and financial guidance—but not a full CFO
Mid-Size
  • Strong fit

Strong fit: budgets, forecasts, KPIs, pricing, staffing, margin work.

Large
  • (Limited fit)

Useful only if they need part-time strategy, but often they need deeper involvement → Interim CFO.

Pricing

Flexible, Fixed-Fee Pricing

Whether you're an individual, a small team, or a growing business, we offer tailored solutions to fit your goals. We understand that every business is unique, and so are its financial needs. That’s why we offer a flexible, fixed-fee pricing structure designed to scale with your business.

No suprises

With fixed-fee pricing, you’ll know exactly what you’re paying, eliminating unexpected costs or hourly billing confusion.

Tailored to Your Needs

Our pricing is customized to match the level of service your business requires, whether it’s Fractional or Interim CFO, Outsourced Accounting or a combination, you’re never paying for services you don’t need.

Scalable Support

Flexibility to scale support as your business evolves, without being locked into lengthy contracts.

Ready for Strategic Financial Leadership?

Let’s discuss how fractional CFO services can support your growth.

Schedule a Consultation

Looking for Different Support?

Explore our other services for different stages and needs.

Outsourced Accounting
Interim CFO