Fractional CFO

Fractional CFO
Financial leadership,
without the full-time cost.

We serve as your strategic financial partner on a fractional basis. We build forecasts and models to translate your numbers into decisions, 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