Fractional CFO and Advisory

Our Fractional CFO services are built for founders, owners, and leadership teams of growing businesses who need financial expertise and strategic insight - but don’t need or can’t yet justify a full-time CFO.

Who It's For

What is It?

Value Proposition

Fractional CFO support that replaces financial uncertainty with clear strategy, sharper forecasting, and confident decision-making.

Pain Points Addressed

• No financial strategy beyond bookkeeping/accounting

• Unclear cash runway, burn rate, or funding needs

• Reactive decision-making without forecasting

• Difficulty communicating financials to investors/lenders

• Can’t afford/don’t need a full-time CFO, but need the expertise

Gains Delivered

• Clear financial roadmap & strategy aligned with growth

• Forward-looking cash flow management

• Professional investor/lender reporting

• Improved profitability through smarter decision-making

• Access to CFO-level expertise at a fraction of the cost

Why Choose Us?

• Clarity & Confidence – Know exactly where your business stands and where it’s headed

• Strategic Growth – Align finances with long-term goals

• Investor-Ready – Professional reporting that builds trust with lenders and investors

• Cost-Effective – Executive-level finance leadership without a six-figure salary

• Scalable Support – From part-time guidance to high-touch engagement as you grow

Our Process

1. Discovery & Assessment – We learn your business, current pain points, and goals

2. Financial Roadmap – We build a strategic finance plan and align on KPIs

3. Execution & Guidance – Ongoing support through forecasting, reporting, and leadership

4. Review & Adjust – Regular check-ins to refine strategy as your business evolves

Let's Get in Touch!