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 Is Fractional CFO Services For?

This service is designed for service-based businesses generating $3MM+ in revenue that need high-level financial strategy.

  • You’re Scaling Quickly

    Your business is growing, but your financial systems aren’t keeping up.

  • Cash Flow Feels Unpredictable

    Revenue is strong, but you’re unsure if you can afford to hire, expand, or invest.

  • You Want More Than Just a Bookkeeper

    You don’t just need someone tracking numbers—you need strategic financial leadership.

  • You’re Making Big Business Decisions Alone

    You second-guess financial moves and wish you had an expert in your corner.

  • A Full-Time CFO Isn’t in the Budget

    You know you need CFO-level guidance, but a $200K+ salary isn’t the way you want to go right now.

  • **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.

  • Deep Financial 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.

  • Custom Financial 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.

  • 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.

  • 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.

  • 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.

  • **HIDDEN ITEM**

Hire Your CFO

We help you stay ahead financially

Consistent CFO Support—From Weekly Reports to Year-End Strategy

Weekly

We update your books, plan cash flow, and chat in Slack so you’ve always got your finger on the pulse of your business.

Monthly

We review performance against goals and budgets and re-calibrate strategy.

Quarterly

We plan for taxes and check in on important compliance requirements.

Annually

We report your results and prepre the applicable filings so we can hit the new year running!

Real wins that go beyond the bottom line

  • E-commerce brand triples sales and acquires major entertainment licensing deal

    From operating a solo shop out of a personal closet and kitchen to a recognized apparel brand approached by an entertainment juggernaut, this brand tripled its sales in three years, doubled the team, became an investor in a major broadway musical, and built a cash flow and tax plan to foster growth and enterprise value.

  • Pivoting profitably - an airport food retailer gains traction in wholesale and licensing

    With a mission to make nutritious airport food more accessible and locally sourced, this brand expanded their customer base to wholesale deals, creating more sustainable recurring revenue as they grow their footprint. Growing smarter and creating multiple channels has opened up opportunities for new capital investors and one of the founders giving up their corporate job for good.

  • Never felt less stressed even though it was the biggest tax bill to date

    Despite our goal to enable owners to pay the least amount possible, we plan for the profits and the associated taxes well in advance and were able to provide an estimate within 5% accuracy to plan and save for a large tax bill in advance. This agency owner realized the pain he felt previously was derived from the shock of the last minute communication, not the bill itself.

Commonly Asked Questions

  • 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.

  • 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.

  • 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

  • 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.

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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?

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