Running your own company often means juggling bookkeeping, forecasting, and financial strategy — tasks that require deep expertise and constant vigilance. Without dedicated financial leadership, it’s easy to get overwhelmed trying to predict cash flow, balance expenses and income, and prepare for future opportunities.
That’s where a Fractional CFO steps in: offering high-level financial stewardship without the cost of a full-time hire.
Working with us gives you access to strategic financial guidance that helps your business stay resilient, agile, and ready to seize growth opportunities.
Our Process :
Goal Setting
We collaborate to define your company goals and embed them in your financial plan.
Projections
We analyze your financials and build projections designed to meet your objectives.
Review
We review recent financials, provide insight, and recommend necessary improvements.
Cash Flow
We tie reviews and projections together with cash-flow forecasting tools to help you understand the financial impact of decisions.
All of our fractional CFO services come with the following:
Budgets/Projection
Cash Flow Management
Customized Financial Reporting
Monthly CFO Calls
Accounting Team Leadership
Weekly Ops Support
Fractional CFO packages
Receive a discount on bookkeeping services when also purchasing Fractional CFO package.
- Monthly CFO Call
- Financial Review
- Quarterly Cash Flow Forecast
- Annual Budget
- Goal Setting
- Ongoing Access through Email
- Includes Bookkeeping
- Monthly CFO Call
- Financial Review
- Cash Flow Forecast
- Budgets + Projections
- Goal Setting
- Accounting Team Guidance
- Tax Compliance Monitoring
- Ongoing Access through Email
- CFO Core Services +
- Accounting Team Leadership
- Weekly Ops Call Engagement
- Bi-weekly Check-ins
- Tax Planning/Guidance
- Ongoing Access through Email