Fractional CFO

Fractional CFO
Big-company financial leadership,
without the full-time cost.

We serve as your strategic financial partner on a fractional basis — translating your numbers into decisions, building the forecasts and models that support key choices, and making sure your business has the financial clarity it needs to grow.

What’s included
Strategic Advisory

A dedicated thought partner for major financial decisions — available when the stakes are high and clarity matters most.

KPI Development & Tracking

We identify the metrics that actually matter for your business model and build the systems to monitor them consistently.

Financial Scenario Modeling

Stress-testing the decisions that matter: pricing changes, new hires, expansion plans, acquisitions, and debt service.

Annual Budget Development

Building a realistic, driver-based annual budget tied to your business goals — not just last year’s numbers plus ten percent.

Cash Flow Forecasting

Projecting your cash position 3, 6, and 12 months out so you always know what’s coming — and can plan around it.

Lender & Investor Preparation

Building the financial packages, narratives, and projections that lenders and investors need — and expect to see.

Ongoing Access & Support

We are a working part of your team, not a quarterly check-in. You have direct access when questions come up, decisions need to be made, or something needs to be figured out quickly.

Not included in this engagement: Tax preparation and filing, payroll processing, legal or compliance work, investment management, and vendor bill pay. Many clients bundle this engagement with bookkeeping — learn more about our bookkeeping services.
The Bottom Line

You get Big 4-trained CFO-level thinking without the full-time cost. Smarter decisions, a clearer financial picture, and a strategy built around where you want to take your business.

Ready to put your numbers to work?

Let’s talk about what your business needs.

Email Bret