Fractional CFO Services

A Fractional CFO is a highly experienced finance executive who works with your business on a part-time or project basis. They bring strategic financial expertise — like budgeting, fundraising, performance tracking, and leadership — without the cost or commitment of hiring someone full-time.

Bookkeepers and controllers focus more on day-to-day record keeping and compliance. A Fractional CFO, on the other hand, is a strategic advisor. They help you plan for growth, make big financial decisions, and manage risks — all while translating complex financial data into clear, actionable insights.

Startups, growth-stage businesses, and even mature companies going through a transition (like fundraising, restructuring, or acquisition) benefit the most. If you're not quite ready for a full-time CFO, but need that level of insight, a fractional solution is the perfect fit.

We begin with an in-depth consultation to understand your current financial position, team structure, and goals. Then, we develop a tailored engagement — which could include weekly strategy sessions, financial system builds, board reporting, or investor presentations. It’s all based on what your business needs to grow with confidence.

Yes. One of our core strengths is helping businesses prepare for fundraising. We’ll support you with financial modeling, investor decks, due diligence materials, and coaching — so you go into every meeting prepared and positioned for success.

You get executive-level insight without the executive-level overhead. Our clients consistently see stronger cash flow control, better reporting, more confident decision-making, and improved relationships with banks, investors, and boards. Plus, our fractional model gives you flexibility to scale support as your business evolves.

Most clients are onboarded within 1–2 weeks. Once we align on your goals and scope, we move quickly to bring in the right CFO-level support and start driving results.