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Fractional CFO

Being your own CFO demands expertise in cash flow management, strategic planning, and adaptability. As the CFO of your enterprise, you must master cash flow nuances and predict future financial landscapes, requiring a keen eye for detail and market trends. Navigating cash flow unpredictability, balancing income and expenses, and foreseeing financial bottlenecks demands constant vigilance and swift informed decisions. Juggling multiple roles within your business intensifies this challenge. Partnering with us as financial stewards can build a more resilient, agile business capable of seizing opportunities and weathering economic storms.

A Fractional CFO can provide the financial leadership your business needs to thrive at a reduced investment than a full time CFO.

Our Process :

Goal Setting

Together we define your company goals that we tie to your financial plan and track those during our CFO Call.

Projections

During the CFO Call we review your projections and develop financial improvements to meet your goals.

Review

During the CFO Call we review and discussyour most recent financials and provide insights towards your goals.

Cash Flow

We tie financial review & projections to forecast balances & create a tool to understand the cash impact of decisions.

All of our fractional CFO services come with the following:

Budgets/Projection

Cash Flow Management

Customized Financial Reporting

Monthly CFO Calls

Accounting Team Leadership

Weekly Ops Support

Fractional CFO packages

Receive a discount on bookkeeping services when also purchasing Fractional CFO package.

CFO Starter
2,497 Starting at $ /Month
for Growth Focused Business $500k-$1M Annual Revenues
  • Monthly CFO Call
  • Financial Review
  • Quarterly Cash Flow Forecast
  • Annual Budget
  • Goal Setting
  • Ongoing Access through Email
  • Includes Bookkeeping
Popular
CFO Core
3,497 Starting at $ /Month
for Growth & Profit Focused Business $1M-$8M Annual Revenues
  • Monthly CFO Call
  • Financial Review
  • Cash Flow Forecast
  • Budgets + Projections
  • Goal Setting
  • Accounting Team Guidance
  • Tax Compliance Monitoring
  • Ongoing Access through Email
CFO Engage
5,997 Starting at $ /Month
for Business with Leadership Teams $4M+ Annual Revenues
  • CFO Core Services +
  • Accounting Team Leadership
  • Weekly Ops Call Engagement
  • Bi-weekly Check-ins
  • Tax Planning/Guidance
  • Ongoing Access through Email

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