Fractional CFO
Executive-level financial leadership without the full-time cost. Forecasting, KPIs, and capital planning on demand.
Growing businesses hit the CFO ceiling somewhere between $2M and $20M in revenue: you need real cash forecasting, board-ready reporting, and someone to own the numbers with you — but you don't need (or can't afford) a $250K/yr hire. Our fractional CFO engagement gives you that seat, for a fraction of the cost, on a monthly retainer.
Every engagement includes a rolling 13-week cash forecast, monthly management-reporting package, KPI scorecard, and quarterly board deck — plus on-call support for banker meetings, investor updates, and pricing decisions.
I finally understand where our cash is going. The 13-week forecast changed how I make hiring decisions.
Ready to move forward?
Book a 30-minute strategy session with a licensed CPA. No pressure, no cost — just a clear next step.