SCALE OR SELL WITHOUT THE OVERHEAD OF A FULL-TIME EXECUTIVE
Fractional CFO Services
Executive Leadership | Financial Accountability | Enterprise Value
Your business is growing, but are you building a scalable financial future?
That surprise tax bill?
It didn’t need to happen.
You owe way more than expected, and now you're scrambling for cash. Without proactive planning, tax season is always a stressful guessing game—one that could have been avoided.
Big decisions to make,
but no intentional financial plan?
You want to hire or invest, but can you afford it? Without a clear financial roadmap, every move feels like a gamble. Making decisions based on your bank balance alone is like driving without a dashboard.
Drowning in reports,
but still left guessing?
Your bookkeeper hands you reports and spreadsheets, but do they actually help you grow? If you don’t know what to do with the data, it’s just noise, not strategy. Numbers alone don’t build a business—knowing how to use them does.
You don’t need more spreadsheets.
You don’t need to learn how to do your own books.
You don’t need to hire an in-house team.
You need financial leadership that helps you make smarter business moves.
That’s where a Fractional CFO comes in.
CFO Services Explained:
The Missing Piece to Your Business’s Growth Strategy
A CFO provides what accountants don’t - insights first, information second.
Get away from the decimal point.
Your bookkeeper wants to drown you in the details, but this is a distraction from your vision. It's time to focus on high impact actions and needle movers to achieve your goals faster.
That’s what our Fractional CFO Services do!
Instead of just tracking numbers, we give you a clear financial strategy that helps you scale, optimize cash flow, and maximize profitability—all while keeping you prepared for tax season, investments, and expansion.
✓ Grow & Scale Faster
Make financial decisions with confidence, backed by expert strategy.
✓ Create Predictable Cash Flow
No more guessing. Predictable cash flow means fewer surprises.
✓ Increase Business Profitability
Optimize margins, pricing, and expenses to maximize what you keep.
✓ Make Smarter, Faster Decisions
Get real-time financial insights that help you act—not react.
✓ Plan for the Future with Confidence
Whether you're scaling or preparing to exit, your numbers will guide the way.
✓ Reduce Stress & Gain Peace of Mind
Eliminate money worries and stay focused on growth, knowing your finances are working for you—not against you.
Who CAN BENEFIT FROM A FRACTIONAL CFO?
This service is designed for service-based businesses generating $3MM+ in revenue that need high-level financial strategy.
We specialize in multi-location aesthetics and wellness practices.
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You Want to Expand
Your business is growing and you are ready to open a second location or hire, but your financial systems aren’t keeping up.
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Cash Feels Unpredictable
Revenue is strong, but you feel like you have nothing to show for it at the end of the day and sacrifice paying yourself.
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You Want More Than Just a Bookkeeper
It’s not enough to just be tracking the past, you need insights to drive your business decisions and help you grow.
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You’re Making Big Business Decisions Alone
You second-guess financial moves and feel paralyzed in decisions without an expert in your corner.
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A Full-Time CFO Isn’t in the Budget
You know you need CFO-level guidance, but a $200K+ salary isn’t justifiable for where your business is.
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**HIDDEN ITEM**
What to Expect When You Work with a Fractional CFO
When you bring in a Fractional CFO, you're not just getting financial reports—you’re getting a partner in strategy, profitability, and long-term growth.
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Strategy & Support
We don’t just give you numbers - we translate them into actionable strategies that help you scale, optimize cash flow, and increase profitability.
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Scorecard & Forecasting
Gain access to a live financial dashboard with cash flow forecasting, profit tracking, and key performance indicators, so you always know where your business stands.
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Direct Access to Your CFO
Get the expert guidance you need, when you need it. Whether it’s a big financial decision, tax planning, or scaling strategy, we’re here to help you make smart moves with confidence.
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Proactive Tax & Cash Flow Management
Say goodbye to last-minute tax surprises and uncertainty around cash flow. We plan ahead, so you always know what’s coming.
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Accountability & Leadership in Your Financials
You’re not doing this alone anymore. We step into your leadership team to provide financial oversight, accountability, and strategic decision-making.
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**HIDDEN ITEM**
Never Billing Hourly
We believe in rewarding impact, not effort. Our services and pricing are based on the value of results, not the hours spent.
NOT LIKE YOUR ACCOUNTING FIRM
Our Unique Approach
Onsite Visit
We come onsite during onboarding to meet the team and get to know the business we serve, just like a full-time employee.
Response Within Four Business Hours
We have an ongoing Slack channel where we respond rapidly to needs and concerns so we can get you the data you need.
A Full Finance Team
Rather than having to bridge the gap between your bookkeeper and your CPA, we manage the whole team so you can interface with just us and we manage the work year-round.
Real wins that go beyond the bottom line
Commonly Asked Questions
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A CFO is an executive team member working alongside you to align your business’s financial strategy to your goals. While we include the performance of the bookkeeping and tax reporting in our fee, this is only done to maintain a high speed of execution so we can deliver executive support rapidly.
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Our services are best suited for businesses generating $3MM+ in revenue that need high-level financial guidance but aren’t ready to employ a full-time CFO.
If you’re making big financial decisions but lack expert guidance, struggling with cash flow visibility, or need financial strategy to scale, then it’s time. We provide the clarity and accountability you need to grow confidently.
If you are not quite at this revenue target, consider CFO Power Sessions.
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You’ll receive:
Weekly cash flow forecast
Budgets/projections for the year
Monthly management reporting
CFO dashboard & reports updated weekly
Pro forma tax return to help plan
1099 reporting
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Bookkeeping is just the first ingredient to financial clarity and yes, there is such thing as bad bookkeeping. CFO services include the analysis of the numbers and strategic oversight needed to make decisions. We do not provide numbers without the narrative.
Need More Than Just Financial Reports?
It’s time for expert strategy, accountability, and financial leadership.
If you’re ready to take control of your cash flow, scale your business with confidence, and make strategic financial decisions, our Fractional CFO Services are designed for you. Let’s talk about how we can support your business.
Is this more support than you’re looking for?