Fractional CFO
Executive financial insight without a full-time CFO.
For companies that have outgrown basic bookkeeping and need a senior financial perspective at the leadership table — without the cost of a full-time hire.
When it fits
Signals your business is ready for fractional CFO support.
Reporting no longer answers the questions leadership is asking
Cash flow feels unpredictable even when revenue is growing
Margins are moving and no one is sure why
Payroll and headcount decisions are getting harder
You're planning a raise, sale, or major investment
Tax planning happens reactively rather than proactively
What's included
Executive-level financial support.
- Management reporting
- KPI development
- Cash-flow forecasting
- Budgeting
- Scenario planning
- Leadership meetings
- Tax coordination
- Growth and investment decisions
What it isn't
Clear scope from day one.
- Day-to-day bookkeeping (handled by the accounting team)
- Legal or investment advice
- Audit or attestation services
Engagement cadence is scoped to the business — from monthly leadership reviews to weekly involvement during high-stakes periods.
Next step
Your financial information should tell you what to do next.
Start with a focused review of your company's reporting, margins, cash flow, taxes, and strategic priorities.
Confidential process · Executive-level insight · Clear next steps