Fractional CFO Services
You’re no longer building — you’re optimizing.
Designed for established companies ready to lead with strategy and clarity.
Perfect for:
Established businesses looking for proactive financial leadership
Owners who want visibility into cash flow, profitability, and growth strategy
Teams ready for high-level financial modeling, forecasting, and decision-making support
Integrity
We treat your business as if it were our own. Our success is measured by your success.
Accuracy
We leverage the latest technology to ensure accuracy and focus on what matters most.
Growth
Whether it is your business or personal, we focus on setting goals and keeping you accountable to each milestone.
What’s Included
Custom financial modeling and forecasting
Ongoing cash flow management and scenario planning
Strategic growth advisory (new hires, expansion, investments)
Board or leadership team financial presentations
Monthly executive reporting and action steps
Access to a full finance team, not just a CFO
Key Benefits
Strategic Financial Leadership Without the Full-Time Cost
Gain a seasoned CFO who understands your business and helps you make confident, growth-oriented decisions — at a fraction of the cost of a full-time hire.
Clear, Accurate, and Actionable Financial Reporting
We don’t just deliver reports — we translate them into insights.
Understand your margins, monitor cash flow, and spot trends before they become problems.
Proactive Cash Flow & Budget Management
From forecasting to funding gaps, you’ll always know what’s coming — and how to prepare.
Make smarter investment decisions with clarity and control over your runway.
Accountability and Advisory for the CEO
You get a financial partner who holds the business accountable to its financial goals.
Whether you're scaling, optimizing, or preparing for exit, we bring structure to decision-making.
Custom Financial Systems Built for Scale
From dashboards to KPIs to team training — we build the tools and rhythms your business needs to thrive at 8-figures and beyond.
You don’t just get a CFO — you get infrastructure for long-term growth.
Still Not Sure Which Path Is Right for You?
Let’s talk. In just 30 minutes, we’ll map out where your business is today and recommend the right service to get you to where you want to be.
We have answers
Frequently Asked Questions
We understand that hiring someone to help you with your business can be stressful. Here are some of the most common questions we get from people in your shoes.
How much does your service cost?
We offer tailored services recognizing each business's unique needs. By evaluating your annual requirements, we create a fixed monthly service package encompassing all your needs. Our pricing model is both fair and transparent, designed to provide value and simplicity.
Do you offer a 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.
Can you work with my internal finance or accounting team?
Yes. We often collaborate with internal controllers, bookkeepers, and leadership teams to deliver higher-level strategy and insights.
Do you have experience in XYZ industry?
Our clients span various industries, and while we don't specialize in a single sector, we customize our reporting to meet your needs and pinpoint your unique KPIs. Despite industry differences, we've discovered the fundamental principles of business remain consistent.
How long does it take to fully onboard?
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 for efficient management, ensuring a smooth and effective operation tailored to your specific needs.
Do you offer tax preperation service?
While we don't provide tax preparation services, we partner with a network of excellent CPAs. This collaboration allows us to utilize their tax expertise, enabling us to concentrate on supporting your business growth through financial insights and operational improvements.
Can I hire you for a project?
We exclusively offer ongoing services, with the exception of initial bookkeeping cleanups for new clients. This approach ensures we dedicate 100% of our attention to delivering the highest quality service to our existing customers.
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