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Stage 03 · Strategic Growth Partner

Lead boldly with CFO-level execution & strategy

With clean financials as your foundation, the Fractional CFO stage delivers executive-level guidance, capital decisions, and proven growth strategy — without the cost of hiring a full-time CFO.

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✓ Backed by our 30-day money-back guarantee

What is our Fractional CFO service? A part-time financial executive for businesses doing roughly $5M–$25M in revenue. We lead pricing, capital allocation, forecasting, and growth strategy as part of your leadership team — for $3,000–$7,500/month instead of the $340K–$700K all-in cost of a full-time CFO hire.

Sound familiar?

You've stopped chasing data issues — yet you still ask…

? "I don't know which projects to bet on."
? "Am I pricing too low or too high?"
? "When's the right time to hire or invest?"
? "Where should capital go to yield the best returns?"

Fractional CFO is where we stop reactive fixes and start delivering proactive leadership — acting as your internal finance executive, not just external consultants.

Why Fractional CFO matters

The big leap

Strategy without foundational clarity is wasted effort. But clarity plus insight isn't enough — you need financial leadership that executes. Fractional CFO fills that gap, embedding financial thinking into your core operations.

It isn't about doing more — it's about executing smarter.

This is where
  • Strategy aligns with real numbers
  • Risks are anticipated, not reacted to
  • Capital allocation drives meaningful growth
  • Financial leadership is built into your company
  • You level up from managing operations to leading vision
What you get

Deliverables & strategic scope

🧭
Strategic Planning & Roadmapping

A multi-year growth plan tied to resources and cash constraints.

🏷️
Pricing, Package & Product Optimization

Margin-by-margin clarity and profit improvements.

💰
Capital Strategy & Investment Guidance

Know when to reinvest, when to borrow, and what to prioritize.

📋
Executive KPI & Board Dashboards

Polished, contextual views for your investors or leadership.

🧪
Scenario Modeling & Risk Stress Tests

Simulate "what ifs" before committing capital.

🤝
Full Integration with Leadership

Finance guides ops, sales, product, and strategy — not the back office.

How it works

Process & commitment

1
Immersion & Vision Alignment · First month

We explore your future vision, past performance, constraints, and key assumptions.

2
Strategic Blueprint Construction

We build the financial backbone: models, growth path, investment schedule, threshold triggers.

3
Leadership Execution & Advisory

We partner monthly — helping with decisions, course correction, and aligning departments to the financial story.

4
Scale & Adapt

We grow with you — refining models, expanding systems, advising on new ventures, and ensuring sustained financial governance.

Recommended engagement: 12 months or longer is ideal for embedding strategy and seeing impact.
Investment: $3,000–$7,500/month, fixed after your clarity call. Compare: a full-time CFO at this company size runs $340K–$700K per year all-in.
Know your options

Fractional CFO vs. the alternatives

Bookkeeper / CPA Full-time CFO The Pro CFO (fractional)
What you getAccurate history, complianceFull-time strategy & leadershipCFO-level strategy & leadership, right-sized
Annual cost$12K–$60K$340K–$700K all-in$36K–$90K
Ramp time3–6 months to hireEngaged in weeks
Right forEvery business$25M+ complexity$5M–$25M growth-focused
Guarantee30-day money-back

Related reading: When should you hire a fractional CFO? · Fractional CFO vs. bookkeeper vs. accountant · Case study: +$500K profit in 12 months

Why partner with us

We build an architecture that makes you unstoppable

Our goal isn't to stay forever — it's to build a financial architecture that outlasts us, so your company continues to lead confidently.

We operate as part of your leadership team — not an external consultant
We make financial clarity actionable — turning decisions into defined plans
We lead businesses through pivotal phases where growth demands structure
We bring discipline to vision — ensuring growth is profitable, not chaotic
Foundations CFO Navigator Fractional CFO
Lead with clarity, not chaos
We have answers

Frequently asked questions

We work with growth-focused businesses doing $1M–$25M in annual revenue — companies that have outgrown basic bookkeeping but don't need a full-time CFO.
Most businesses are ready between $5M and $25M in revenue — when decisions carry six- and seven-figure consequences but a full-time CFO isn't justified yet. Below that, our Foundations and Navigator stages usually fit better.
Fractional CFO engagements run $3,000–$7,500/month as a fixed price set after a free clarity call — below the $3,000–$10,000/mo market norm, and a fraction of the $340K–$700K all-in cost of a full-time CFO hire. Backed by our 30-day money-back guarantee.
Yes. Our CFO services are backed by a 30-day satisfaction guarantee. If you're not happy within the first month, we'll refund your payment — no questions asked.
Yes. We often collaborate with internal controllers, bookkeepers, and leadership teams to deliver higher-level strategy and insights.
If no major cleanup is needed, we begin immediately on day 1. Within 30 days, we aim to thoroughly understand your business and deploy all necessary tools tailored to your specific needs.
We exclusively offer ongoing services, with the exception of initial bookkeeping cleanups for new clients. This ensures we dedicate 100% of our attention to delivering the highest quality service to our existing customers.