CFO Strategy That Turns Data Into Insights

A fractional CFO is a part-time or outsourced financial executive who provides strategic financial guidance without the cost of a full-time hire. They help with forecasting, cash flow management, financial modeling, and high-level decision-making, tailored to your business’s size and goals.

If you’re making big financial decisions without clear data or planning for growth, funding, or expansion, you likely need a Fractional CFO.  If your business is over $2M in revenue and you want to continue to expand, you’ll likely need a Fractional CFO.  Most importantly, if you find yourself second-guessing your decisions or are unsure about your cash flow and financial future, you need an outsourced Chief Financial Officer (CFO).

Fractional CFOs solve the gap between basic financial operations and strategic decision-making. Common problems include poor cash flow visibility, a lack of forecasting, unclear margins or pricing models, reactive planning, and inadequate preparation for major events such as fundraising, expansion, or leadership transitions.

• Strategic financial insight without the full-time cost
• Proactive planning and forecasting
• More confident decision-making based on data
• Better cash flow management
• Faster, cleaner financial reporting
• A true finance partner who understands your business and growth goals
• Less fear or worry and more confidence. 

A fractional CFO acts as a strategic financial partner, helping leadership make informed decisions based on financial data. They focus on forecasting, budgeting, cash flow planning, financial modeling, and aligning your finances with your growth strategy. They're not there to do your bookkeeping, they’re there to guide your business forward.

We can help you there, too. Our fractional CFO services complement our Accounting Department services perfectly, providing an all-in-one solution. You will have not only a fractional CFO but also a fractional Controller on your side to manage all day-to-day accounting and bookkeeping. 

Hiring a fractional CFO gives you executive-level financial expertise without the full-time salary and overhead. This will cost over $200,000 just for this one role. This is likely a significantly high financial burden, and your small organization probably doesn’t need a full-time CFO.  With a fractional resource, you get strategic guidance, forecasting, and decision support tailored to your business, when you need it, and at a fraction of the cost. It’s ideal for growing companies that need high-impact financial leadership without committing to a full-time hire.

We support clients across a wide range of industries, with a focus on nonprofits, professional services, restaurants, retail, e-commerce, and construction. We also specialize in serving small and mid-sized businesses, tailoring our solutions to their specific growth stage and operational complexity.

Our packages start at $300 per week. 

It all begins with a 30-minute free consultation. We’ll learn about your goals, review your current setup, and determine if we’re a good fit.

If we are, we’ll schedule a discovery session to dive deeper into your workflows, challenges, and opportunities. From there, we’ll recommend the right services and provide fixed pricing tailored to your needs, no surprises - just clarity.