Expert Fractional CFO Services
Strategic Financial Leadership Without the Full-Time Cost
Grow with confidence. CFO-level expertise delivered on your terms — through flexible monthly retainers, prepaid hour blocks, or targeted project work — for precise financial clarity, better decisions, and scalable growth without hiring a full-time executive.
CFO-Level Guidance Tailored to Your Stage of Growth
Strategic Financial Planning & Analysis
Build long-term financial roadmaps aligned with your vision. Realistic forecasts, scenario models, and KPI dashboards ensure you always know where the business is headed and what levers to pull.
Cash Flow Management & Optimization
Stop cash surprises. Rolling 13-week cash forecasts, optimized working capital, managed payment timing, and improved liquidity give you breathing room to invest in growth.
Financial Reporting & KPI Dashboards
Get clean, timely, board-ready financials. Monthly management reports, custom dashboards, and real-time visibility into the metrics that matter most.
Compliance, Risk Management & Internal Controls
Mitigate risk. GAAP compliance, internal control setup, fraud prevention, and risk identification keeping you ahead of regulators, auditors and costly surprises.
Systems Implementation & Process Optimization
Replace chaos with efficiency. The right tools selected and implemented — ERP, accounting software, FP&A platforms — with streamlined processes and automated reporting that frees up time for high-value work.
Books and Records Restoration
Restore confidence in your numbers. Misclassified transactions corrected, accounts reconciled, and records brought current — leaving you with a clean, reliable foundation for sound financial decisions and audit-ready reporting.
Finance & Accounting Talent Assessment
Hire with confidence. Objective evaluation of finance and accounting candidates including technical competency assessment, interview support, and compensation benchmarking — to bring the right financial talent into your organization.
Flexible Engagement Models — Choose What Fits Your Business
CFO expertise made accessible and affordable through three straightforward options:
Monthly Retainer
Ongoing strategic partnership. Ideal for consistent guidance, monthly reporting, forecasting updates, and proactive advisory.
Typical range: 10–40 hours/month
Best for: Scaling businesses needing a part-time CFO presence
Includes: Regular meetings, unlimited email/phone support within scope, priority response
Block of Hours
Flexible prepaid hours used as needed. Perfect when you want expert help on-call without a fixed monthly commitment.
Buy in blocks (e.g., 10, 20, 50 hours) — use within 6–12 months
Best for: Project spikes, seasonal needs, or testing the relationship
Includes: Ad-hoc analysis, reviews, or strategic calls
Project-Based Work
Fixed-scope, fixed-price engagements. Great for one-time needs with clear deliverables and timelines.
Examples: System implementation, fundraising preparation, audit readiness, exit valuation
Best for: Defined outcomes with start and end dates
Includes: Detailed proposal, milestone payments, final deliverables
