Most businesses between $1M and $10M need a CFO but can't justify the $250K salary. We give you the strategic financial leadership — cash flow forecasting, KPI dashboards, lending preparation, and tax-integrated planning — at a fraction of the cost.
Everything a full-time CFO delivers — financial visibility, strategic planning, and operational control — delivered on a fractional basis.
13-week rolling cash flow forecasts so you always know what's coming. No more guessing whether you can make payroll, invest in growth, or take a distribution.
Custom dashboards tracking the metrics that matter — gross margin, customer acquisition cost, revenue per employee, cash conversion cycle. Updated monthly.
We prepare your financials the way banks want to see them. Clean P&Ls, balance sheets, cash flow statements, and projections — ready when the opportunity comes.
Your financial strategy and tax strategy should be the same conversation. We integrate tax planning into every financial decision, not bolt it on at year-end.
Monthly variance analysis showing where you're over, where you're under, and why. Turn your budget from a wish list into a management tool.
A CFO you can call. Pricing decisions, hiring models, expansion planning, M&A readiness — we bring the financial lens to your biggest decisions.
You don't need a CFO when your business is small and simple. But somewhere between $1M and $10M, the complexity outgrows your bookkeeper, your CPA, and your gut instincts. If any of these sound familiar, you're ready.
We don't just show up and start giving advice. We build the financial infrastructure first, then operate it alongside you.
We audit your current financial infrastructure — your books, reporting, forecasting, and tax situation. We identify every gap between where you are and where you need to be.
We implement the systems: reporting dashboards, cash flow models, budget frameworks, and tax-integrated planning. Everything is built to your business, not a template.
Ongoing CFO-level support on a monthly retainer. Regular financial reviews, proactive strategy adjustments, and a direct line when decisions need a financial perspective.
Let's start with a free financial infrastructure assessment. We'll identify the gaps and show you exactly what a fractional CFO engagement looks like for your business.
Tell us about your business and we'll identify every savings opportunity available to you.