Fractional CFO Services
Tailored Fractional CFO Services for Growing Companies
We provide scalable, on‑demand CFO leadership to help startups and small-to-midsize businesses strengthen financial strategy, improve performance, and prepare for growth. Whether you need interim leadership, part‑time support, or project-based expertise, we align finance with your business goals and capacity.
What We Do Day-to-Day
We handle budgeting and forecasting, cash‑flow planning and management, financial modeling, and month-end review oversight. We establish financial controls, optimize margins, manage working capital, support payroll and vendor strategies, and coordinate with accounting teams to ensure clean, audit‑ready records. For new clients we perform a diagnostic and historical cleanup to baseline your financials.
Reporting and Advisory
We deliver board‑ready financials, KPI dashboards, scenario modeling, and investor‑grade materials to support strategic decisions and fundraising. Our insights include monthly or quarterly management reports, cash runway analysis, unit-economics reviews, and actionable roadmaps for profitability and scale.
Systems, Automation, and Collaboration
We work with accounting platforms (QuickBooks, Hurdlr), BI tools, ERPs, and spreadsheets, implementing automation and workflows to reduce manual work and improve accuracy. We also coordinate with tax advisors, auditors, and internal teams, plus provide training and documentation to raise finance function capability.
Outcome and Engagement
The result: clearer financial visibility, disciplined planning, stronger controls, and faster, more confident decision‑making. Available as interim engagements, recurring part‑time retainers, or project-based advisory to fit your stage and priorities.
Services Include
- Strategic Financial Planning
- Cash Flow Management
- Forecasting: Management
- Budgeting
- Financial Reporting
- Fundraising
- Capital Acquisition
- Mergers & Acquisitions (M&A)
- Financial Systems & Process
- Risk Management & Compliance:
- Operational Support
- Financial Statements
- Cash Flow Monitoring
- Budget Analysis
- Tax Prep Summaries
- Tax Coordinator Liaison
- Debt Management Tracking
- Savings Plan Support
- Payroll Coordination
- Systems Integration
- Automation Setup
- Secure Document Management
- Record Retention
Strategic Financial Planning
Developing long-term financial strategies, analyzing business performance, and helping align financial goals with overall company strategy.
Cash Flow Management & Forecasting
Managing liquidity, improving cash flow efficiency, creating financial forecasts to predict future results, and managing debt.
Budgeting & Financial Reporting
Developing operating budgets, implementing financial dashboards, and creating accurate, actionable financial reports for stakeholders.
Fundraising & Capital Acquistion
Preparing companies for fundraising (seed, series, etc.), managing investor relations, and assisting with debt financing.
Mergers & Acquistions
Supporting due diligence, company valuations, and integration during mergers or acquisitions.
Financial Systems & Process Improvement
Recommending and implementing new financial software or automated systems, and optimizing financial processes.
Risk Management & Compliance
Identifying potential financial risks, ensuring regulatory compliance, and preparing for audits.
Operational Support
Assisting with inventory management, supply chain finance, and assessing customer acquisition costs.