FRACTIONAL CFO

Fractional CFO Services for Growing Businesses

Get CFO-level strategy, forecasting, and decision support on a part-time or outsourced basis — so you can scale with confidence before hiring a full-time finance executive.

THE PROBLEM

You need a CFO in the room — but not on payroll full time.

Major hiring, expansion, and investment decisions need experienced financial leadership. A full-time CFO is often too early or too expensive, yet operating without that expertise leaves owners guessing on cash, margins, and growth tradeoffs.

WHAT WE DO

Fractional CFO leadership, scoped to your stage.

We serve as your outsourced or part-time CFO — building rolling forecasts, stress-testing scenarios, preparing board-ready packages, and joining leadership conversations with clear recommendations tied to your priorities.

EXECUTIVE FINANCE

Fractional CFO capabilities

Outsourced CFO leadership

Executive financial ownership without a full-time headcount commitment.

Rolling forecasts

Updated cash and revenue projections you can act on each month.

Scenario planning

Model hiring, expansion, pricing, and investment decisions before you commit.

Growth & funding prep

Investor-ready reporting, diligence support, and capital strategy alignment.

Executive reporting

Board- and leadership-ready financial packages and KPI dashboards.

Monthly leadership meetings

Standing cadence with accountability, priorities, and next steps.

FRACTIONAL CFO FLOW

From clarity to committed decisions

DELIVERABLES

What you receive

CFO-level financial strategy

Priorities, guardrails, and a plan aligned with growth goals.

Forecast & scenario models

Forward views of cash, margin, and capacity for key decisions.

Executive reporting rhythm

Consistent leadership reporting and meeting cadence.

PROOF

When fractional CFO support fits

Fractional CFO engagements work well when revenue is growing, complexity is increasing, and owners need a trusted executive partner — but are not ready for a full-time CFO salary and benefits package.

FAQ

Common questions

What is the difference between fractional CFO and CFO advisory?

Fractional CFO describes the engagement model — part-time or outsourced executive finance leadership. CFO advisory is our broader client-facing service that includes scoreboard metrics, cash flow targets, and monthly advisory meetings; many fractional CFO clients use that framework.

How many hours or days per month is typical?

Scope varies by stage and complexity. We define cadence and deliverables during a consultation so you know what leadership coverage to expect.

Do I need clean books first?

Yes. Fractional CFO work depends on accurate, current financial data. We offer bookkeeping and fractional CFO as integrated services.

Can you work with our CPA or board?

Yes. We coordinate with your CPA, investors, and board as needed — with reporting and narratives leadership can trust.

How is pricing structured?

Engagements are typically a fraction of a full-time CFO cost, scoped monthly or by project. We recommend the right level after understanding your goals.

Executive CFO leadership — on your terms.

Tell us about your growth stage and where you need a CFO in the room. We will recommend the right fractional engagement.