CFO-Level Strategy
Without the Salary
Get the financial leadership your business needs at a fraction of the cost of a full-time CFO.
What's Included
Financial Reporting & Analysis
Clear, actionable reports that tell you exactly where your business stands and where it is headed.
Budgeting & Forecasting
Data-driven budgets and forecasts that help you plan with confidence.
Cash Flow Management
Never wonder if you can make payroll or invest in growth. We keep your cash flow crystal clear.
Strategic Financial Planning
From expansion to exit planning, we help you make big decisions with the numbers to back them up.
KPI Dashboards
Real-time dashboards that show you the metrics that actually matter for your business.
Board & Investor-Ready Financials
Professional-grade financials that impress investors and satisfy board requirements.
Frequently Asked Questions
What is the difference between a bookkeeper and a CFO?
A bookkeeper records and organizes your financial data. A CFO uses that data to drive strategy, planning, and growth decisions.
How often do we meet?
Most CFO clients meet with us monthly for financial reviews, with ad-hoc strategy sessions as needed.
Do I need bookkeeping services too?
Clean books are the foundation of good CFO work. We can handle both, or work with your existing bookkeeper.
What size business needs a fractional CFO?
Typically businesses doing $500K+ in revenue benefit most, but if you are making growth decisions, we can help at any stage.
Ready to Get Started?
Book a free call and let's talk about what your business needs.
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