CFO-level strategy
without the salary.
Get the financial leadership your business needs — at a fraction of the cost of a full-time CFO. Forecasting, KPIs, cash flow, and board-ready reporting.
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Your numbers, turned into strategy
We take your clean books and turn them into forecasts, cash-flow plans, and KPI dashboards — the financial leadership behind your next big move, without the full-time salary.
What’s included
High-level financial strategy that turns your numbers into decisions — without a full-time CFO salary.
Financial reporting & analysis
Clear, actionable reports that tell you exactly where your business stands and where it’s 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’s 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 alongside your existing bookkeeper.
What size business needs a fractional CFO?
Typically businesses doing $500K+ in revenue benefit most, but if you’re 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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