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Executive-level financial leadership, without the executive overhead.

Fractional CFO Services

Forward-looking financial leadership, cash flow forecasting, KPI dashboards, profitability analysis and strategic planning, for businesses that have outgrown bookkeeping alone.

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Everything you'd expect, and the strategy most firms skip.

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What's included

  • 13-week & annual cash flow forecasting

  • Operating budgets & variance analysis

  • KPI dashboards tailored to your business model

  • Profitability analysis by location, service line or provider

  • Strategic & scenario planning

  • Monthly financial review meetings

  • Practice performance & board-ready reporting

  • Banking, lender & investor support

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What you walk away with

  1. A forward view of cash and profitability

  2. Decisions backed by numbers — hiring, pricing, expansion

  3. Reporting your bank, board and partners take seriously

Frequently asked

Real questions from
real owners.

Don't see yours? We answer every inquiry personally.

  • Bookkeeping tells you what already happened. Fractional CFO work tells you what's coming, what's working and what to change — with the data and strategy to back it up.

  • Most CFO engagements include a monthly financial review, plus quarterly strategy sessions and on-demand support for major decisions.

  • Typical CFO clients are doing $1M+ in revenue or are on a clear growth path. If you're smaller, our advisory or tax planning may be a better fit first.

  • Not necessarily. We can work alongside an internal bookkeeper, take over the function, or build a hybrid — whatever delivers the cleanest, fastest data.

Let's talk,

Ready to see the story behind your numbers?

Schedule a no-pressure consultation. We'll review where you are, where you want to go, and what financial decisions will get you there.

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OUR SERVICES

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Modern Office Meeting

Accurate monthly books, clean financial statements and a reliable close process — so you always know where your business stands.

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Business Tax Planning & Preparation

Proactive tax strategy combined with accurate preparation for individuals and businesses across the United States.

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Business Formation & Compliance

Entity setup, registrations and ongoing compliance, so your business is structured correctly from day one and stays in good standing year after year.

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