Fractional CFO Services

Senior-level financial leadership without the full-time salary. We bring PE-grade finance discipline to growth companies.

Financial Clarity on Demand

Most growing businesses don't need—or can't afford—a full-time CFO. But they still need the strategic financial leadership that keeps them funded, profitable, and prepared for what's next.

Our fractional CFO service gives you access to senior finance talent who've worked inside PE-backed roll-ups, venture-funded startups, and family-owned operators. We plug in fast and deliver immediate value.

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  • 13-week rolling cash flow forecasts
  • KPI dashboards and performance tracking
  • Financial modeling and scenario analysis
  • Margin optimization and cost analysis
  • AR/AP management and working capital
  • Board and lender reporting packages
  • Budget vs. actual variance analysis
  • Month-end close support

How It Works

We integrate with your team quickly and start delivering value in days, not months.

Discovery & Setup

We review your current financials, systems, and pain points. Within the first week, we have a clear picture of where to focus.

Quick Wins

We identify immediate opportunities—cash flow gaps, margin leaks, reporting blind spots—and address them in the first 30 days.

Ongoing Support

Through Slack, Asana, and weekly check-ins, we become an extension of your team. Submit unlimited requests and get deliverables within days.

Strategic Partnership

Beyond the numbers, we help you think through capital needs, M&A opportunities, and scaling decisions with the perspective of someone who's been there.

Who This Is For

Our CFO services are designed for companies in transition—whether that's rapid growth, preparing for a capital raise, navigating a cash crunch, or professionalizing operations for a future exit.

  • PE-backed portfolio companies needing board-ready reporting
  • Founders preparing for Series A or debt financing
  • Family businesses professionalizing their finance function
  • Companies between CFO hires or supplementing lean teams
  • Roll-up platforms needing consistent financial discipline across acquisitions

Starting at $3,500/month

Includes unlimited requests, weekly check-ins, and a dedicated finance partner who knows your business.

  • Pause or cancel anytime
  • 30-day money-back guarantee
  • No long-term contracts
Get Started

Ready for CFO-Level Support?

Book a free strategy call to discuss your financial challenges and see how we can help.

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