Fractional CFO Services

We provide professional fractional CFO services to growing companies that need senior financial leadership without the cost of a full-time executive. Our flexible engagements deliver strategic financial guidance, operational support, and hands-on execution tailored to your business stage and goals. Fees start modestly and scale as your company grows, allowing you to access high-level expertise while controlling costs.

Core Cervices

Financial strategy and planning
- Develop multi-year financial plans, budgets, and cash flow forecasts aligned with business objectives.
- Build fundraising strategies, prepare investor materials, and support due diligence for equity or debt rounds.
- Model scenario analyses to evaluate pricing, product mix, capital allocation, and growth initiatives.
- Establish performance metrics and dashboards tied to strategic goals.
Financial reporting and analysis
- Implement reliable month-end close processes and produce accurate financial statements (P&L, balance sheet, cash flow).
- Deliver regular management reporting and executive summaries highlighting key drivers and variances.
- Provide KPI development, trend analysis, and margin analysis to inform operational decisions.
- Coordinate board reporting and present financial updates to investors and stakeholders.
Accounting systems and controls
- Assess and optimize accounting workflows, chart of accounts, and internal controls.
- Select and implement cloud accounting and ERP systems appropriate for your size and growth plans.
- Oversee bookkeeping standards and ensure timely, accurate recording of transactions.
- Design scalable processes for revenue recognition, payroll, accounts payable/receivable, and fixed assets.
Tax planning and compliance support
- Coordinate with tax advisors to structure transactions, manage tax cash flow, and optimize entity structure.
- Prepare or supervise tax filings and compliance activities (federal, state, international where applicable).
- Implement tax reporting processes that integrate with accounting and payroll systems.
- Advise on tax credits, incentives, and implications of compensation plans or equity awards.
Cash management and working capital
- Monitor cash runway, optimize working capital, and implement cash conservation strategies.
- Negotiate banking relationships, credit facilities, and supplier/payment terms.
- Design treasury practices suited to your risk profile and growth stage.
Operational finance and cross-functional leadership
- Partner with sales, operations, HR, and product teams to align financial plans with execution.
- Lead or support finance team hiring, training, and development as your needs expand.
- Manage vendor relationships and oversee external auditors, tax firms, and legal advisors.

Engagement model and fees

We offer flexible engagement models. Our fee structure is designed to be cost-effective for early-stage companies, with modest starting fees that scale as revenue, complexity, and time commitment increase. This approach ensures you receive the right level of expertise at each growth stage without overcommitting resources.

Why choose us

Experienced senior finance leadership with a pragmatic, hands-on approach.
Scalable services that grow with your business.
Focus on building sustainable finance functions, systems, and processes.
Clear reporting and actionable insights to support strategic decisions.