The CFO Your Business Needs Without the Full-Time Price Tag
Every growing business reaches a point where financial complexity outpaces the capabilities of its existing team. Revenue is climbing, stakeholders are asking harder questions, capital decisions are becoming more consequential, and the spreadsheets that worked at $2M in revenue simply aren’t cutting it at $10M.
Our Fractional CFO service gives you access to a seasoned, senior finance executive who becomes a true strategic partner to your business, on a flexible, cost-effective basis. You get the expertise, relationships, and leadership of a world-class CFO, tailored to your needs.
What Your Fractional CFO Will Do
Financial Leadership & Strategy
Your Fractional CFO serves as a key member of your leadership team, attending board meetings, advising on major decisions, and ensuring your financial strategy is tightly aligned with your business objectives. They bring clarity, credibility, and a long-term perspective to every conversation.
Cash Flow Management & Forecasting
Running out of cash is the most preventable business failure. We build robust cash flow models, establish early-warning indicators, and develop strategies to optimize working capital so you always know where you stand and what’s coming.
Financial Reporting & Controls
We establish the reporting infrastructure, internal controls, and accounting practices that give you accurate, timely financial information. From monthly close processes to audit preparation, we ensure your financials are board-ready and investor-grade.
Fundraising & Investor Relations
Whether you’re raising debt, equity, or both, your Fractional CFO leads the financial narrative. We prepare investor materials, build the models, manage due diligence, and serve as the credible financial voice that gives investors confidence in your business.
Banking & Lender Relationships
We manage your relationships with banks and lenders, negotiate credit facilities, ensure covenant compliance, and position your business favorably for future financing needs.
M&A Support
From target identification and valuation to due diligence and integration planning, we provide full financial support throughout the deal process, ensuring acquisitions and divestitures are executed with precision.
Is a Fractional CFO Right for You?
- Revenue between $2M and $50M with increasing financial complexity.
- No full-time CFO in place, or a Controller/Finance Manager who needs senior support.
- Planning to raise capital, pursue M&A, or expand into new markets.
- Looking to improve financial controls, reporting, and board-level communication.
- Want strategic financial guidance without committing to a $250K+ full-time hire.
Our Engagement Model
We offer flexible engagement structures, from a few hours per week to several days per month, designed to scale with your needs and budget. Every engagement begins with a thorough financial assessment to ensure we’re focused on the areas that will drive the greatest impact.