Fractional CFO Services
Why hire a fractional CFO?
Most growing businesses reach a point where they need more than a bookkeeper — but aren’t ready to hire a full-time CFO at $200,000+ per year.
A fractional CFO gives a mid-sized business access to senior financial leadership — cash flow modeling, board reporting, KPI dashboards, and strategic planning — without the $200,000+ cost of a full-time hire. For businesses between $1M and $20M in revenue, a fractional CFO is often the highest-leverage financial investment available.
Who Is This For
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
Industries & Sectors:
Construction
Manufacturing
Startups
Non-Profits
Media & Publishing
Consumer Goods
Professional Services
E-Commerce