Fractional CFO


Fractional CFO

Services

Financial strategy at a fraction of the cost

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What is a “Fractional” CFO?

Our Fractional CFO service is for businesses that are ready to grow and scale by using historical and real-time data to project future results. Fractional CFO services are more than bookkeeping. Our Fractional CFOs will thoroughly review your financial systems and historical operating results and produce a strategic plan to help you systematically meet your goals.

How do you know if you're ready for a Fractional CFO?

  • You’ve outgrown your local bookkeeper but aren’t quite big enough to justify a full-time CFO.
  • You need more than historical reporting; you need real-time analysis & strategic forecasting.
  • You often wonder where your money is going, how much you’ll need to break even each month, or how much cash you’ll have at year-end.
  • You’re ready to focus on your data and what it tells you about the health of your business.
  • You’re overwhelmed with managing projects and communication with your accountants, bankers, and lenders, and want to focus on running your business.

What we can do:

  • Strategic financial analysis to identify trends, patterns, and opportunities
  • Forecasting financial performance and making adjustments based on actual results
  • Managing cash flows to ensure the business is always prepared for what’s coming
  • Providing business owners & management with current data that helps guide decision-making
  • Developing company-wide KPIs and metrics to understand which efforts are producing results
  • Managing key external relationships and internal accounting teams
  • Planning for your eventual exit with business valuation estimates & financial due diligence for business transactions