A full-time CFO is a major salary most growing businesses cannot justify. But the expertise gap is real: someone needs to look forward, not just record the past. Our fractional CFO service gives you forecasting, cash flow strategy, and decision support from professionals who have seen every stage.
Your bookkeeper tells you what happened. Nobody is telling you what to do next. That gap is exactly what a fractional CFO fills, and most businesses need one sooner than they think.
If any of these feel familiar, it is time for a conversation.
Your bookkeeper handles the history. We handle the future. Every engagement is tailored to your business, and typically includes:
Financial models and budgets that connect your numbers to your plans, updated as the business evolves.
Clear visibility into cash today and runway tomorrow, with a practical plan to protect and extend both.
The handful of metrics that actually drive your business, tracked monthly and translated into plain language.
Real analysis behind your biggest decisions: hiring, pricing, expansion, and where your next dollar works hardest.
Projections, models, and reporting packages that hold up in a boardroom, a bank meeting, or a due diligence process.
A standing rhythm of financial updates and working sessions, so guidance arrives when decisions are being made, not after.
We learn your business, your goals, and where your finances stand today. No prep needed.
We review your numbers and deliver a clear roadmap: the priorities that will move the needle first.
We execute the roadmap together with a monthly cadence of updates, insights, and decision support.
A fractional CFO provides CFO-level financial leadership on a part-time basis. You get the forecasting, cash flow strategy, and decision support of a senior finance executive, scaled to what your business actually needs and priced accordingly.
Bookkeepers and accountants are focused on the past: recording what happened accurately. A fractional CFO is focused on the future: what your numbers mean, where the business is headed, and what to do next. Both matter. Most businesses have the first and are missing the second.
No. If you already have a bookkeeper you trust, we work alongside them and add the forward-looking layer on top. If your books need work first, we will tell you honestly, because advisory built on bad data is worse than no advisory at all.
Most engagements run on a monthly cadence: a financial update, a working session, and availability in between when decisions come up. We adjust the rhythm to your stage and your needs.
Fast. After the discovery call and assessment, most clients are in a working advisory rhythm within a few weeks. Compare that to the months it takes to search for, hire, and onboard a full-time finance executive.
Meaningfully less than a full-time hire, and structured as clear, predictable monthly pricing rather than an open-ended retainer. The exact number depends on scope, which is what the free discovery call is for.
Book a free 30-minute discovery call. No commitment, just a real conversation about where your business is headed.
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