CFO-Level Guidance. Without the $300K Salary.
Get the strategic financial leadership your growing business needs — forecasting, cash flow visibility, investor-ready reporting — at a fraction of what you'd pay a full-time hire.
The Math Is Simple
Scaling Without a CFO Is Flying Blind
You've grown past the point where you can manage finances yourself. Here's what that's costing you.
No Visibility Into Cash
You don't know if you'll have cash in 90 days. Every big decision feels like a gamble.
Flying By Gut Feel
No forecasts. No KPIs. No budget vs. actuals. You're making $1M+ decisions based on instinct.
Can't Get Capital
Banks and investors need financial models, projections, and clean data. You don't have them.
CFO Services Are Prescribed, Not Sold
Not every business needs a CFO. Your FRA tells us if you do — and exactly what level of support makes sense for your stage.
The FRA Determines Your Path
We review 12 months of financials + your goals
We show you exactly where the gaps are
Bookkeeping only? CFO? Both? We prescribe what fits.
Strategic Financial Leadership on Your Terms
A dedicated CFO becomes an extension of your leadership team.
Financial Modeling
Build a working financial model of your business — historical performance, current state, and 18-month projections.
Cash Flow Forecasting
13-week rolling cash forecasts so you always know what's coming. No more surprises.
Budgeting & Variance
Annual budgets with monthly budget vs. actuals reviews. Hold every department accountable.
KPI Dashboards
Custom dashboards with the 5-10 metrics that actually matter for your business.
Fundraising Support
Investor decks, financial models, due diligence prep. We've helped clients raise $50M+.
Strategic Advisory
Monthly strategy calls to align financial decisions with your growth goals.
Tangible Deliverables. Clear Cadence.
Financial Statements Package
P&L, Balance Sheet, Cash Flow — GAAP-compliant and investor-ready.
MonthlyBudget vs. Actuals Report
Line-by-line variance analysis with explanations for every significant gap.
Monthly13-Week Cash Forecast
Rolling weekly cash projections updated every Monday.
WeeklyKPI Dashboard
Real-time dashboard with the metrics that matter most to your business.
Real-timeCFO Strategy Call
Dedicated time with your CFO to review performance and plan ahead.
MonthlyFinancial Model Updates
Updated projections reflecting actual performance and market conditions.
QuarterlyAnnual Budget
Detailed budget built with your leadership team, aligned to growth goals.
AnnuallyBoard/Investor Reporting
Presentation-ready materials for your board or investors.
As neededWhat CFO-Level Guidance Actually Delivers
No job costing visibility. Cash flow timing issues. Couldn't bid on larger projects without better financials.
No financial model. Couldn't answer investor questions. Due diligence was a disaster waiting to happen.
Inventory eating cash. No visibility into profitability by SKU. Owner making decisions by gut.
Who CFO Services Are (and Aren't) For
CFO services are a great fit if you:
CFO services may be overkill if you:
That's okay. Your FRA will tell us exactly what you need. Sometimes bookkeeping + tax planning is the right answer.
Frequently Asked Questions
How much do CFO services cost?
Most clients invest $3,000-$7,500/month depending on complexity, entities, and level of support. Your FRA includes a custom quote based on your actual needs.
Will I work with the same person?
Yes. You get a dedicated CFO who knows your business inside and out. Not a rotating cast of junior analysts.
Do I need bookkeeping too?
CFO work requires clean books. If yours aren't there yet, we bundle bookkeeping + CFO into one engagement. Same team, one invoice.
How is this different from my CPA?
Your CPA files taxes. We help you run the business — forecasting, cash management, growth strategy, investor relations. Different job entirely.
How much time does this take from me?
About 2-4 hours/month for strategy calls and reviews. We do the heavy lifting. You make decisions.
What if I outgrow fractional CFO?
Great problem to have. We'll help you hire a full-time CFO when you're ready, and transition everything seamlessly.
Ready for CFO-Level Clarity?
Start with a Financial Risk Assessment. We'll tell you if CFO services are what you need — or if there's a simpler solution.