Fractional CFO Advisory
We're your outsourced CFO, providing experienced financial advice and guidance when you need it most.
How we help
Our fractional CFO services aren’t just about numbers –it’s about your vision. We dive deep into your financial story, work hand-in-hand to design a budget that fits just right, and find those little efficiencies that can make a big difference. We’re here to ensure your financial foundation is solid, so you can keep shining in what you love to do.
Get started with one of our curated engagement plans
CFO Jumpstart Plan
Quick Start Solution for your Pressing Challenges.
Tackle your pressing financial concerns with expert CFO-level insight. This dedicated 30-day engagement offers a specialized approach to address immediate challenges or lay the robust financial groundwork for nascent ventures.
Precision Analysis: CFO-level examination of your pressing financial concerns.
Swift Solution Blueprint: Direct steps, guided by a CFO perspective, tailored to your challenge.
Startup Foundations: Establish your venture with a firm financial base from the onset.
Guided Check-ins: Frequent CFO consultations to gauge progress and impart clarity.
Best Suited For: Start-ups, small businesses, or any venture facing an immediate financial challenge or in need of a rapid financial foundation setup.
CFO Transformation Plan
Systematic Solution for Multifaceted Challenges.
Navigate the complexities of your financial landscape with the insights of an experienced CFO. Over a span of 60-90 days, we'll meticulously untangle your financial challenges, paving the way for a more transparent and optimized fiscal journey for your organization.
In-Depth Financial Review: CFO-driven exploration of your financial ecosystem.
Integrated Solutions: Strategic insights aligning multiple intertwined challenges.
60-90 Day Action Plan: Crafted with CFO expertise for financial stability and growth.
Strategy Syncs: Regular CFO-led sessions for adaptive precision.
Specialist Insights: Collaboration with top-tier financial specialists for niche needs.
Best Suited For: Growing businesses or non-profits facing multifaceted financial challenges and looking for a holistic, strategic redirection.
CFO Strategic Partner Plan
Strategic Partnership for Sustained Success.
Elevate every facet of your financial operations with dedicated CFO support throughout the year. With the CFO Strategic Partner plan, you're not merely investing in a service; you're embracing a strategic financial partnership tailored for long-term growth and success.
Dedicated CFO Onboard: Personalized financial strategies molded to fit your unique ambitions.
Accountant/Bookkeeper Collaboration: Ensure synergy and alignment with your accountant or bookkeeper for timely and accurate financial insights.
Adaptive Strategy Maps: Monthly CFO-driven action plans to keep your business agile and ahead of the curve.
Operational Excellence: Overhaul and streamline financial processes with expert oversight.
Cash Flow Planning: Safeguard liquidity and ensure a consistent financial pulse throughout the year.
Annual Budget Development: Thorough, CFO-crafted budgeting harmonizing your vision with real-world financial planning.
Quarterly Strategy Revamps: CFO-led deep dives to recalibrate and make necessary pivots according to evolving market dynamics.
Continuous Financial Mentorship: Equip your team with top-tier strategic insights for informed decision-making.
Crisis Navigation: Equip your business with proactive strategies and responsive solutions during financial challenges.
Stakeholder Liaison: Foster trust and collaboration through CFO-grade communication with all key stakeholders.
Best Suited For: Scaling businesses or growing non-profits seeking an integrative, long-term approach to financial leadership and strategic guidance.