Fractional CFO Services

What I Do For Your Business

Most growing businesses reach a point where they need more than a bookkeeper — but aren’t ready to hire a full-time CFO at $250,000+ per year. A fractional CFO gives you access to senior-level financial expertise on a part-time, retained basis: the strategic thinking, financial oversight, and executive presence of a seasoned CFO, right-sized for your stage and budget.

As your Fractional CFO, I become an embedded member of your leadership team — attending key meetings, advising on major decisions, and owning the financial function so you don’t have to. Engagements are typically structured as a monthly retainer, scaled to your needs.

Service List:

• Cash flow modeling, forecasting, and scenario planning

• Budget creation, management, and variance analysis

• Board-ready financial reporting and investor-grade packages

• KPI dashboards and management reporting

• ERP selection, implementation, and systems integration

• Banking relationships, covenant compliance, lender reporting

• Strategic financial planning and business plan development

• Startup financial infrastructure — from chart of accounts to close process

• M&A financial due diligence support

• Sales tax, payroll compliance, and regulatory filing oversight

• Construction

• Manufacturing

• Startups

• Non-Profits

• Media & Publishing

• Consumer Goods

• Professional Services

• E-Commerce