CFO-Level Strategy
Without the CFO Price Tag.
Get the strategic financial leadership your growing business needs — budgeting, forecasting, capital planning, and board-level reporting — at a fraction of the cost of a full-time CFO.
You're making million-dollar decisions with last month's numbers.
Most business owners are great at what they do — but financial strategy isn't their expertise. You're juggling growth decisions without clear forecasts, hiring without knowing if you can afford it, and planning for the future while barely understanding the present.
A full-time CFO costs $200k+ per year. But you don't need someone full-time — you need the strategy, the forecasts, and the executive-level guidance when it matters most.
Common Challenges We Solve:
What Fractional CFO Services Include
You get everything a full-time CFO would provide — strategic planning, financial modeling, board support, and ongoing guidance — just without the $200k+ salary.
Strategic Financial Planning
We build comprehensive 3-year financial models that show you exactly where your business is headed and what you need to do to get there.
- Multi-year revenue & expense modeling
- Scenario planning (best/worst/likely case)
- Growth strategy & market expansion analysis
Cash Flow Forecasting
Know exactly how much runway you have and when you'll need to raise capital or cut costs. No more surprises.
- Rolling 13-week cash flow projections
- Runway analysis & burn rate monitoring
- Working capital optimization
Budgeting & Forecasting
Set realistic budgets, track performance against targets, and adjust course when needed.
- Annual operating budget development
- Department-level budget ownership
- Monthly budget vs. actuals variance analysis
KPI & Metrics Tracking
Track what matters. We identify the key drivers of your business and monitor them relentlessly.
- Custom KPI dashboard development
- Unit economics & margin analysis
- Performance benchmarking against industry standards
Board & Investor Reporting
Prepare professional board decks and investor updates that clearly communicate your financial position and strategy.
- Monthly/quarterly board presentation prep
- Investor update packages
- Financial narrative & storytelling
Capital & Banking Strategy
Whether you're raising equity, securing a line of credit, or preparing for acquisition, we help position your business for success.
- Capital raising strategy & preparation
- Bank relationship management
- M&A support & due diligence coordination
Monthly Strategy Sessions
Regular check-ins to review performance, discuss strategic decisions, and keep you on track toward your goals.
- Monthly CFO strategy calls (60-90 min)
- Ad-hoc strategic guidance as needed
- Direct access to your CFO via email/phone
Is Fractional CFO Right for You?
You're a great fit if you're...
✓ Perfect Fit
- • Doing $10M+ in annual revenue
- • Planning to scale operations or open new locations
- • Preparing to raise capital or secure bank financing
- • Considering an acquisition or merger
- • Needing regular board or investor reporting
- • Ready to make data-driven strategic decisions
✗ Not Quite Ready
- • Under $5M in revenue (start with Controller services)
- • Books aren't caught up or cleaned up yet
- • Just need basic monthly bookkeeping
- • Not ready to invest in strategic planning
Not sure? Schedule a call and we'll recommend the right tier for your stage.
Investment
Compared to $200k+ per year for a full-time CFO, plus benefits and equity.
Average Client Savings: $180,000/year
How We Work Together
Discovery & Assessment (Week 1)
We dive deep into your business — current financials, strategic goals, pain points, and opportunities. We'll review your books, meet with key stakeholders, and identify immediate priorities.
Financial Model Build (Weeks 2-3)
We build your customized financial model, forecasts, and KPI dashboard. This becomes your strategic command center — the tool you'll use to make every major decision.
Ongoing Partnership (Monthly)
Monthly strategy sessions, updated forecasts, board deck prep, and on-demand guidance whenever you need it. We become your trusted financial advisor and strategic partner.
Ready to Stop Flying Blind?
Schedule a free consultation and let's talk about where your business is headed and how a Fractional CFO can help you get there faster.
No pressure. Just an honest conversation about your business and your needs.