Fractional CFO
Executive-Level Financial Leadership — Without a Full-Time Hire
What Fractional CFO Services Typically Include
Depending on your needs, services may include:
Strategic financial planning and modeling
Cash flow forecasting and liquidity management
Budget creation and variance analysis
Pricing and margin analysis
Financing and lender support
Investor or stakeholder reporting
Entity and growth structuring support
Tax planning coordination
Exit or succession planning preparation
Services are scoped based on what decisions you’re trying to make, not on hours or templates.
Who This Is For
Fractional CFO services are a good fit if you:
Are growing and need clearer financial direction
Are making high-impact decisions (hiring, expansion, acquisitions)
Want proactive insight rather than historical reporting
Need executive-level financial support without a full-time CFO
Value strategy, accountability, and forward-looking guidance
How This Differs From Bookkeeping or Controller Services
Bookkeeping / Controller
Records and reports history
Focus on accuracy
Monthly close
Compliance-driven
Fractional CFO
Guides future decisions
Focus on strategy
Scenario modeling & planning
Decision-driven
Fractional CFO engagements are not transactional and are not standardized.
Engagement Structure
Fractional CFO services are provided on a retainer or project basis, depending on scope.
Each engagement begins with a discovery process to define:
Business objectives
Key financial risks
Decision-making priorities
Reporting and communication cadence
Pricing is determined after scope is defined and reflects the level of involvement required.
Typical Engagement Scenarios
Examples of when clients engage us for Fractional CFO support:
Preparing for bank financing or refinancing
Improving cash flow visibility
Scaling operations or adding new revenue streams
Cleaning up financials in advance of a sale
Transitioning from owner-managed to professionally managed finances
Next Steps
If you think Fractional CFO support may be a fit:
1) Schedule a strategy call
2) We’ll discuss your goals and challenges
3) You’ll receive a custom proposal based on your needs