Fractional CFO Services
Your business deserves a CFO who understands growth, capital markets, and strategy. Our fractional CFOs embed with your team, deliver executive-level financial leadership, and help you make smarter decisions — at a fraction of the cost of a full-time hire.
What We Deliver
Every engagement is customized, but here are the core deliverables our fractional CFOs provide.
Cash Flow Forecasting & Budgeting
Weekly and monthly cash flow projections that give you visibility into runway, upcoming gaps, and opportunities to deploy capital — before they become emergencies.
Financial Modeling & Scenario Planning
Dynamic models that simulate growth scenarios, new hires, expansion costs, and capital raises. Know the financial impact of every major decision before you make it.
Fundraising & Capital Strategy
Whether you need bank financing, SBA loans, or investor capital — your CFO builds the financial narrative, prepares materials, and represents your company to lenders and investors.
KPI Dashboards & Board Reporting
Monthly executive dashboards with the metrics that matter: revenue, margins, burn rate, customer acquisition cost, LTV, and more — ready for your board or investors.
Financial Statement Review & Cleanup
Comprehensive review and correction of your P&L, balance sheet, and cash flow statements. Ensure accuracy and lender-readiness across all financials.
Strategic Planning & Pricing
Unit economics analysis, pricing strategy optimization, and margin improvement roadmaps that drive sustainable, profitable growth.
Who This Is For
Companies doing $500K-$20M in revenue that need financial leadership but cannot justify a $250K+ full-time CFO
Businesses preparing for a bank loan, SBA application, or investor pitch
Founders who are great at operations but need help reading the financial story
Companies experiencing rapid growth and needing cash flow visibility
Businesses going through transitions: acquisitions, partner changes, or restructuring
Frequently Asked Questions
How is a fractional CFO different from a bookkeeper or accountant?
A bookkeeper records transactions. An accountant prepares tax returns. A CFO provides strategic financial leadership — forecasting, modeling, fundraising support, and executive-level decision-making. Our fractional CFOs work alongside your existing accounting team to provide the strategic layer most small businesses lack.
How many hours per month does a fractional CFO typically work?
Most engagements range from 10-30 hours per month depending on complexity. We tailor the scope to your business size, stage, and goals. You get CFO-level thinking without paying for idle time.
Can a fractional CFO help me get a loan?
Absolutely. Our CFOs prepare lender-ready financial packages, build compelling financial narratives, and work directly with our lending team to position your business for the best possible terms. This is one of the most common reasons clients engage us.
How quickly will I see results?
Within the first 30 days, your CFO delivers a financial assessment, identifies quick wins, and builds your initial dashboard. By month 2-3, you will have full cash flow visibility, a working financial model, and actionable recommendations.
Ready for CFO-Level Financial Leadership?
Book a free discovery call and we will assess whether fractional CFO services are the right fit for your business.
Book Free Consultation