Service 04
Fractional CFO Services
Big-picture financial strategy without full-time cost. A senior CFO embedded in your decision-making cadence.
The Problem
Strategic finance is not optional. A full-time CFO is.
Between $1M and $25M in revenue, most operators outgrow a bookkeeper but cannot justify a full-time CFO. Decisions on pricing, hiring, debt, and reinvestment get made on instinct, with no senior financial voice in the room. Growth happens, but margin and tax efficiency leak the whole way up.
What is included.
- 01Senior CFO embedded into your monthly and quarterly cadence
- 02Forward-looking forecasting, scenario modeling, and budgeting
- 03Margin, pricing, and profitability analysis by product, service, or segment
- 04Cash flow management, working capital, and debt strategy
- 05KPI dashboards built around the decisions you actually make
- 06Capital structure, financing, and investor or lender preparation
- 07M&A, exit, and succession financial readiness
- 08Tight coordination with your tax strategy and accounting teams
The Architecture
A CFO in the room, not on retainer.
Embedded financial leadership that thinks the way an owner thinks, with the discipline of a public-company finance chief.
Decisions with a number behind them
Every major call gets modeled before it gets made.
Margin you can defend
Pricing, mix, and cost structure tuned for durable profitability.
Cash that compounds
Working capital and debt managed so capital works as hard as the team.
Investor and lender ready
Reports and forecasts built to the standard outside capital expects.
Tax-aware finance
CFO calls and tax strategy stay in lockstep, no whiplash between them.
Senior judgment, fractional cost
Public-company discipline without the public-company headcount.
“Precise, principled, and proactive. They speak the language of strategy, not paperwork.”
Ready to stop overpaying and start growing?
Book your intro call and see how much you are leaving on the table.
We intentionally limit the number of clients we take on.