CFO Services
Strategic financial leadership for growing businesses. Get the expertise of a Chief Financial Officer without the full-time cost.
What's Included
Comprehensive financial leadership for your business
Strategic Planning
Long-term financial strategy development aligned with your business goals and growth objectives.
Financial Analysis
In-depth analysis of financial performance, KPIs, and metrics to drive informed decision-making.
Budgeting & Forecasting
Detailed budgets and financial forecasts to plan for growth and manage cash flow effectively.
Cash Flow Management
Proactive cash flow monitoring and optimization to ensure your business stays financially healthy.
Business Advisory
Strategic guidance on major business decisions, investments, and growth opportunities.
Investor Relations
Support with investor presentations, fundraising, and financial reporting for stakeholders.
Who This Is For
Our CFO services are ideal for
Growing Businesses
Companies experiencing rapid growth who need strategic financial leadership to scale effectively.
Medical & Dental Practices
Healthcare practices looking to optimize profitability and plan for expansion or transitions.
Startups & Entrepreneurs
New ventures that need financial expertise for fundraising, budgeting, and strategic planning.
Established Companies
Businesses that need CFO-level expertise but aren't ready for a full-time executive hire.
Benefits of Fractional CFO Services
Cost-Effective
CFO expertise at a fraction of full-time cost
Strategic Focus
Objective financial guidance for growth
Better Decisions
Data-driven insights for informed choices
Scalable Support
Flexible engagement as your needs evolve
Our CFO Engagement Process
Discovery
We assess your business, goals, and financial challenges
Strategy Development
Create a customized financial strategy and roadmap
Implementation
Execute strategic initiatives and optimize processes
Ongoing Partnership
Regular reviews and continuous strategic support
Frequently Asked Questions
What is a fractional CFO?
A fractional CFO provides part-time CFO services to businesses that need strategic financial leadership but don't require or can't afford a full-time executive.
How much time will you dedicate to my business?
Engagement levels are customized based on your needs, typically ranging from 5-20 hours per month. We'll determine the right level during our initial consultation.
What's the difference between a CFO and a bookkeeper?
Bookkeepers record transactions, while CFOs provide strategic financial leadership, planning, and analysis. We offer both services and can integrate them seamlessly.
When should I consider hiring a CFO?
Consider CFO services when you're experiencing growth, planning major investments, seeking funding, or need strategic financial guidance beyond basic accounting.
Ready for Strategic Financial Leadership?
Get the CFO expertise your business needs to grow and thrive.