Strategic Financial Planning
Build the financial architecture your business needs to grow with intention, including an annual operating plan, multi-year projections, and a capital strategy aligned to your goals.
Fractional CFO Services
CFO-Level Financial Leadership, Scoped to Your Business
Whether you're scaling fast, preparing to raise, working through a cash crunch, or just trying to run tighter operations, we've done this work before and know where to start.
What Is a Fractional CFO
See if a fractional CFO is right for you →
A fractional CFO is a senior financial executive who works with your business on a part-time or retainer basis.
The title "CFO" often brings to mind Fortune 500 boardrooms and teams of analysts. But the function of a CFO is just as valuable at $3M in revenue as it is at $300M: financial leadership, risk identification, growth planning, and translating numbers into decisions.
A fractional CFO brings that function to your business without the overhead. You get dedicated strategic financial guidance on a schedule that matches your needs and budget. Think of it as having an experienced CFO available for the decisions that matter, without carrying a full-time executive salary.
Fractional CFO in Plain English
CFO-level leadership. Scoped to what your business needs.
There's a point every growing business reaches when the accountant handles the books but can't answer the decisions that actually drive the company forward. Pricing. Hiring. Capital readiness. A fractional CFO closes that gap.
- Strategic financial oversight without a full-time hire
- Flexible retainer scaled to your business needs
- Executive experience across industries and growth stages
- Immediate value, engagements start quickly
What We Do
Everything you need for strategic financial leadership.
A fractional CFO handles the strategic side of your finances, so you can make confident, informed decisions at every stage of growth.
Cash Flow Management
We build rolling forecasts that show you exactly what's coming in and going out, so you can act before a cash gap becomes a crisis.
Fundraising & M&A Support
Fundraising, M&A, and sale processes all require investor-ready packages, modeled deal structures, and someone who has been through diligence before.
Financial Reporting & KPIs
Board-ready reporting isn't just for companies with boards. We build reporting structures and KPI dashboards tailored to your industry and business model.
Operational Efficiency
We look beyond the income statement to understand how your business runs, where margins are eroding, where overhead is creeping, and which process improvements can affect the bottom line.
Growth Strategy & Financial Roadmap
We build multi-year financial roadmaps that align capital allocation, hiring plans, and revenue targets to your growth goals.
How It Compares
CFO-level expertise. Without the full-time cost.
| ★ Fractional CFO | Full-Time CFO | |
|---|---|---|
| Cost | Flexible monthly retainer | $200K–$400K salary + benefits & equity |
| Commitment | Part-time, right-sized to your needs | Full-time, 40+ hours per week |
| Expertise | Works across multiple industries and models | Deep in one company's context over time |
| Flexibility | Scale up or down as needs change | Fixed overhead regardless of workload |
| Best For | $1M–$20M revenue, moving quickly | $20M+ revenue, complex finance needs |
| Speed to Value | Starts quickly | Months to recruit |
Cost
Fractional CFO ★
Flexible monthly retainer
Full-Time CFO
$200K–$400K salary + benefits & equity
Commitment
Fractional CFO ★
Part-time, right-sized to your needs
Full-Time CFO
Full-time, 40+ hours per week
Expertise
Fractional CFO ★
Works across multiple industries and models
Full-Time CFO
Deep in one company's context over time
Flexibility
Fractional CFO ★
Scale up or down as needs change
Full-Time CFO
Fixed overhead regardless of workload
Best For
Fractional CFO ★
$1M–$20M revenue, moving quickly
Full-Time CFO
$20M+ revenue, complex finance needs
Speed to Value
Fractional CFO ★
Starts quickly
Full-Time CFO
Months to recruit
Is It Right for You
Six signs you're ready for a fractional CFO.
Sign 01
Your books are accurate, but nobody is interpreting them or helping you plan ahead. You're making big decisions without a strategic financial voice.
Sign 02
Investors and lenders scrutinize financials intensely. You need projections, narratives, and models that tell a compelling, defensible story.
Sign 03
You've had months where the bank balance surprised you, in the wrong direction. You need a forward-looking system, not just historical reports.
Sign 04
Whether you have formal investors, a board of advisors, or simply want to run your company at that level of rigor, we build the reporting infrastructure that makes it possible.
Sign 05
Big inflection points, including new locations, new markets, acquisitions, or a potential sale, call for financial modeling and a CFO who has been through them before.
Sign 06
The most common thing we hear from new clients: "I feel like I'm always behind." A fractional CFO changes that dynamic.
Ready When You Are
Get the financial leadership your business needs without the full-time overhead.
We work with businesses in the $1M–$20M range that are making real growth decisions and need a CFO who has worked through them before.