CFO Services

Interim CFO

Interim CFO or Controller support fills a temporary leadership gap during periods of transition, change, or instability. The goal is to stabilize the business and prepare for a permanent hire or next phase.

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When You Need Us
When You Need Us

Common Scenarios for Interim Leadership

Choose the service that matches your business needs and growth stage

Leadership Gap

CFO, Controller, or VP Finance departure

PE-Backed or Lender-Driven

Governance and reporting requirements

Transition Period

Stabilization before permanent hire

M&A Activity

Acquisition, integration, or carve-out

What's Included

Full-Scope Interim CFO Services

Financial Leadership & Stabilization
  • Step-in CFO/Finance Accounting Leadership
  • Multi-entity oversight
  • Finance team direction and coaching
  • Stabilizing processes during transition
Reporting, Controls & Governance
  • Monthly close oversight
  • Consolidated financial reporting
  • GAAP compliance and adjustments
  • Controls, policies, and governance setup
Cash Flow & 13-Week Forecasting
  • Short-term liquidity modeling
  • Weekly cash visibility
  • Working capital optimization
  • Lender-ready cash reporting
M&A, Integrations & Carve-Out Support
  • Day 1 accounting setup
  • Post-acquisition integration
  • Carve-out financials and processes
  • Synergy, margin, and cost-structure analysis
ERP & Systems Implementation
  • ERP selection and scoping
  • Chart of Accounts and structure rebuild
  • Implementation oversight
  • Process design across accounting and operations
The Difference

We're Not Just Advisors—We're In the Seat

Interim leadership means we take full responsibility for your finance function during the engagement. We’re not advising from the sidelines—we’re making decisions and driving results.

  • Defined engagement period with clear milestones
  • Full decision-making authority when needed
  • Preparation and transition to permanent hire
  • Complete accountability for outcomes
Is This Right For You?

Interim CFO Fit by Business Size

Small
  • (Not typical)

Too heavy for small businesses unless in a turnaround or special situation.

Mid-Size
  • Good fit

Helpful for transitions, rebuilds, integrations, or temporary leadership.

Large
  • Strong fit

Ideal for PE-backed, multi-entity, ERP/migration, M&A, or complex environments.

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.

Facing a Leadership Gap?

Let’s discuss how interim CFO support can stabilize your business.

Schedule a Consultation

Looking for Different Support?

Explore our other services for different stages and needs.

Outsourced Accounting
Fractional CFO