Strategic Financial Leadership.
Without the C-Suite Salary.
Get CFO-level financial guidance, forecasting, and strategy at a fraction of the cost of a full-time hire. CPA-led. Data-driven. Built for growing businesses.
The $250K Problem
A full-time CFO costs $250K+/year. Most businesses doing $500K–$10M in revenue need the financial insight but can't justify the cost.
Where You Are Now
Making major financial decisions based on gut feeling instead of data.
No visibility into cash flow beyond your bank balance.
Unsure which products, services, or clients are actually profitable.
Where You Should Be
Every decision backed by real-time financial data and forecasting.
13-week cash flow projections updated weekly.
A financial partner who knows your numbers better than you do.
What We Do
Six core capabilities that give you CFO-level insight without the CFO-level cost.
Cash Flow Forecasting
13-week rolling forecasts so you know exactly when cash gets tight — and can plan for it before it happens.
KPI Dashboard & Reporting
Custom metrics that matter: gross margin, burn rate, customer acquisition cost, lifetime value. Updated in real time.
Tax Strategy Integration
Unlike generic fractional CFOs, ours are CPAs. Tax planning is built into every financial decision we make together.
Profitability Analysis
Product/service-level P&L so you know what's actually making money — and what's quietly draining your margins.
Growth Planning
Financial modeling for hiring, expansion, equipment purchases, and new locations. Know the numbers before you commit.
Banking & Lending Support
Loan-ready financial packages, lender relationships, and SBA support. We speak the language banks want to hear.
Who This Is For
Our fractional CFO service is built for businesses at a specific inflection point.
Revenue $500K–$10M
Businesses generating enough revenue to benefit from strategic financial oversight but not enough to justify a $250K+ hire.
Flying Blind
Owners who lack financial visibility — you know you're making money, but you can't tell exactly where, how much, or for how long.
Big Decision Ahead
Companies preparing for a major move: hiring a team, expanding to a new location, acquiring a competitor, or selling the business.
Outgrew the Bookkeeper
Businesses that outgrew their bookkeeper but can't afford a full-time CFO. You need strategic guidance, not just data entry.
How We Work
A straightforward four-step process from first call to ongoing financial partnership.
Discovery Call
We learn your business, goals, and pain points. Free, 30 minutes, no obligation.
Financial Assessment
Deep dive into your current financials. We identify gaps, risks, and immediate opportunities.
Build Your Dashboard
Custom KPI tracking, automated reporting, and a rolling cash flow model tailored to your business.
Monthly Strategy Sessions
Live meetings to review performance, adjust forecasts, and plan your next moves with confidence.
Pricing
Transparent, monthly pricing. No hourly billing. No surprises.
CFO Essentials
- Monthly strategy call
- KPI dashboard
- Cash flow forecasting
- Quarterly tax planning
CFO Growth
- Everything in Essentials
- Weekly check-ins
- Profitability analysis
- Growth modeling
- Banking support
CFO Enterprise
- Full CFO partnership
- Board-ready reporting
- M&A support
- Fundraising assistance
All tiers include CPA oversight and tax strategy integration. No hourly billing. No surprises.
Works Best With
Your fractional CFO is even more powerful when paired with these services.
Monthly Accounting
Clean books are the foundation of every CFO engagement.
Learn More →Payroll
Automated payroll processing, tax deposits, and compliance.
Learn More →Tax Planning
Proactive tax strategy integrated with your financial plan.
Learn More →Advanced S-Corp
Maximize S-Corp tax savings with CFO-level optimization.
Learn More →Fractional CFO FAQ
Common questions about our fractional CFO services, answered.
Stop Guessing. Start Growing.
Book a free 30-minute strategy call. We'll show you exactly where your finances stand and what a fractional CFO can do for your business.