Expert Fractional CFO Services

Elevate your financial and business strategy with our Fractional CFO services, carefully customized for business leaders, entrepreneurs, and investors.

Fractional CFO Enhances Business Value

Our Fractional CFO services partner with business leaders to amplify value by integrating finance strategy, operational strategy, and performance management. We engage deeply to understand your unique challenges and propose solutions that tackle them. With a step-by-step approach, you see real progress before taking the next step. Whether times are good or tough, we find ways to set your business up for success and discover hidden value in your company. We help position your business for success and identify untapped opportunities in your company. With our Fractional CFO services, you receive the expertise of a full-time CFO at a fraction of the cost.

What we do

Financial Forecasting and Budgeting

We dive deep into financial planning with detailed forecasting and budgetary guidance to steer your business towards its strategic goals, ensuring alignment with your company’s vision and objectives.

Financial Reporting and Analysis

Gain critical insights from sophisticated financial reporting and analysis, enabling informed decision-making and strategic pivots when necessary.

Raising Capital and Structuring

Leverage our network and expertise to secure the right mix of financing, enhancing your capital structure for sustainable growth​.

Mergers and Acquisitions Advisory

M&A advisory supports you as you navigate the buying and selling process. We improve your accounting systems to position your company for the highest value. From due diligence to strategic integration, maximizing value and synergies​

Cash Flow Optimization

Address cash flow challenges with strategic adjustments to operations, improving liquidity and financial health.

Cost Management and Reduction

Identify and implement cost-saving measures that align with your business strategy, enhancing profitability without compromising on quality or growth.

Strategic Planning and Advisory.

Benefit from strategic advisory services that align financial and business strategies, ensuring your organization is positioned for success in both the short and long term.

Financial Presentations and Board Meeting Support

Enhance board and investor communications with clear, insightful financial presentations, supporting strategic discussions and decision-making.

Legal and HR Oversight

Collaborate with HR and legal teams to ensure financial decisions are fully integrated with personnel strategies and legal obligations, supporting a holistic approach to business management.

We help business owners understand their financials & make better decisions

Fractional CFO services focus on financial and business strategies going forward, while bookkeeping and accounting focus on analyzing past performance. If you’re serious about streamlining your finance strategies and accelerating your business growth, let's get started!


Frequently Asked Questions (FAQs)

What do I need to do before hiring a Fractional CFO?

Generally, you would want to have a bookkeeping or accounting team in-place. Your financial data needs to be in order and up-to-date. Without the appropriate orderly financial data available, we cannot make strategic decisions.

Are your Fractional CFO services the same as Outsourced CFO services?

Fractional CFO services and Outsourced CFO services, are similar in concept. We provide part-time CFO services, via a flexible approach that take charge of your company’s financial strategy. Our Fractional CFO services are ideal l for small to medium-sized businesses or startups needing strategic financial expertise on a part-time or as-needed basis. This allows for cost-effective access to top-level financial advice without the commitment of a full-time position.

What's your Fractional CFO services fee structure?

Our Fractional CFO fee is monthly recurring. The pricing depends on the size of the business, depth of work required, and complexity of operations.

What does your Fractional CFO services generally do for a business?

Varies on operations and size. Generally, one of our first to-dos are strategize for cash flow management, analyzing the business financial strengths and weaknesses and propose strategic directions. If an event like an acquisition (M&A) or fundraising occurs, we normally lead it. Think strategy and external finance. We then also communicate with investors, owners, perform business forecasting, business budgeting & general cash management, decide on investment strategies by considering cash and liquidity risks.

How does a Fractional CFO differ from accountant or bookeeper?

CFOs, bookkeepers, and accountants collaborate closely, but perform very distinctive tasks. Typically, bookkeepers and accountants track and record financial activity used to then generate financial reports. CFOs leverage the figures in these financial reports to guide strategic finance and business decision-making. This pivotal distinction is one that more business owners must grasp, CFOs give meaning to the financial data generated by accountants and bookkeepers, offering business leaders direction, context, and actionable insights.

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