Elite expertise without the full-time price tag
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Fractional CFO services that go beyond the books to help you pay yourself more and scale faster
What do fractional CFO services actually include?
Cash Flow Forecasting
Financial Reporting
Transaction Support
Accounting
Tax Preparation
Executive Leadership
Your CFO Report
Fractional CFO and CFO Power Session clients receive a CFO dashboard and series of reports including:
- Cash flow forecast
- 13-month trends in sales
- 13-month trends in profits
- 13-month trends in cash flow
- P&L by Customer / Class
- KPI scorecard
- Personal worksheets based on your goals
Offering Options for All Stages of Business
Fractional CFO
Financial leadership, accountability and strategy for your business as you plan to scale or sell
Perfect for businesses with $3MM+ in revenue
CFO Power Session
Unlock a specific constraint in your business in just one session with your CFO.
Perfect for businesses of all sizes with up-to-date books in QuickBooks Online
CFO On Demand
 Instant access to tools and resources to master your numbers and grow your business in its early stages
Perfect for early stage businesses up to $3MM in revenue