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Fractional CFO Services

Your CFO working for your company at a fraction of the cost providing you the financial clarity needed to obtain your strategic goals.

Your CFO isn’t a bookkeeper but a strategic partner to drive growth, operational efficiencies, and unlock the potential of your company. With a suite of services available, you have the options of part-time or project-based support. Now you’ll have access to thought leadership at a fraction of the cost of a full-time employee.


Scope of Service

Cash flow analysis and projections

Let your CFO find the issues holding you back and streamline your cash flow to unlock growth and financial sustainability.

Transaction preparation

Whether you are getting ready for an exit in the company, bringing in investors, or taking on debt, your CFO can help you along every step of the way.

Financial strategy

Get the reporting and insight you need to make the best decisions for the financial challenges ahead. Your CFO will make sense of the data to build the best strategy for your company.

Forecasting and budgeting

You and your CFO can predict how your company will do in the coming year by wading through the data and analyzing the trends, so you can make the best decisions for tomorrow today.

Interim leadership for job transitions

A temporary CFO brings you the leadership needed to keep your organization on-track with the expertise and experience needed. Your CFO provides financial stability to ensure a smooth transition.

Debt service analysis

There are many ways to grow your business and streamline your financing options. Your CFO can present the best financing options available, whether it is utilizing debt, consolidating existing debt, or just helping to calculate debt covenants.

Budget variance analysis

We will review your budgets against actual results and the reason for any variances with actionable tasks to get you back on track.

Financial statement audit preparation

Your company has reached the point where it needs a financial statement audit or review. Your CFO can get your team and reporting ready, so that any attestation service will go off without a hitch - saving you money and time.