Fractional CFO Services
Strategic financial leadership without the full-time cost
We plug in as your CFO partner — monthly forecasting, KPI dashboards, cash flow discipline, and boardroom-ready reporting — for a fraction of a full-time hire.
Prefer to talk? Call (888) 597-1929
- No long-term contracts
- Monthly cadence
- US-based CFOs
What you get
Everything a full-time CFO would do, delivered on a monthly cadence
Senior financial leadership isn't a luxury for nine-figure companies. Here's what your fractional CFO engagement includes from day one.
Monthly strategy calls
Dedicated time with your CFO to review performance, unpack the numbers, and decide what changes next month.
Forecasting & cash flow modeling
12-month rolling forecasts and 13-week cash flow models so you always see what's coming, not just what happened.
CEO & owner dashboards
Custom KPI dashboards that surface the 5-10 numbers that actually drive your business. No spreadsheet archaeology required.
Scaling & growth planning
Pricing, hiring, and capacity decisions modeled against real margins. So growth adds profit instead of quietly eating it.
Year-end tax coordination
We work alongside your tax preparer to plan proactively, minimize surprises, and keep the year-end sprint calm.
Bank & investor relations
Polished financial packages, lender-ready reporting, and fundraising or loan support when you need to sit across the table.
How it works
From discovery to strategic cadence in under a month
- 1
Discovery call
A free 30-minute conversation about your business, your numbers, and whether a fractional CFO is the right next step.
- 2
Onboarding & diagnostic
We pressure-test your books, rebuild your chart of accounts if needed, and produce a financial baseline you can trust.
- 3
Monthly strategic cadence
Monthly CFO call, financial package review, KPI dashboard refresh, and cash flow update — every month, on schedule.
- 4
Quarterly planning
Quarterly deep-dives on pricing, hiring, capital, and growth. Plus year-end tax coordination with your tax preparer.
Pricing
Three plans, one CFO mindset
Our CFO plans scale with how much leadership and execution you need. Bookkeeping is included in Foundation and Growth; Strategic Finance is designed for businesses with an internal bookkeeping team.
Foundation CFO
Strategic CFO leadership
- Monthly planning calls with your CFO
- Controller-led reporting oversight
- CEO dashboards & standard forecasting
- Basic tax planning
- Weekly/daily bookkeeping included
- 12-business-day month-end close
Growth CFO
Full-service financial management
- Dedicated CFO + Controller + bookkeeping team
- Monthly strategic + financial package review calls
- Strategic forecasting & scaling plans
- FP&A software setup
- Year-end tax review
- 10-business-day month-end close
Strategic Finance
For internal bookkeeping teams
- CFO + Financial Analyst
- 13-week cash flow forecasting
- Expanded financial analysis
- Scaling and exit planning
- FP&A software setup
- Works alongside your in-house team
Industry focus
Financial leadership tuned to your industry
Our CFOs bring sector-specific fluency — the operating metrics, margin structures, and cash flow rhythms that matter in your world, not a generic P&L template.
Construction
Job costing, WIP reporting, AIA billing workflows, and cash-flow clarity for contractors and construction companies.
Explore constructionEcommerce
Inventory accounting, channel-level profitability, ad-spend ROI, and cash flow planning for DTC and marketplace brands.
Professional Services
Utilization, realization rates, project profitability, and retainer hygiene for agencies, consultancies, and firms.
Frequently asked
Questions about working with a fractional CFO
Ready to get clarity on your numbers?
Book a free consultation or give us a call — we'll help you pick the right plan for where your business is today.