We Handle the Numbers, So You Can Build the Future.

Fractional CFO Services

to Scale & Sell —Without the Overhead

Expert CFO Strategy & Consulting to Provide the Financial Clarity, Accountability, and Insights You Need to Grow Your Company with Confidence.

Your Business is Scaling—
But Are Your Finances Keeping Up?

That Surprise Tax Bill?
It Didn’t Have 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 Financial Strategy?

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—you’re flying blind.

Drowning in Reports,
But Still Guessing?

Your bookkeeper hands you reports—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.

Person wearing glasses holding a sign that reads 'You Can. End of Story.' against a green background.

You don’t need more spreadsheets—you need financial leadership that helps you make smarter business moves.

That’s where Fractional CFO Services come in

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CFO Services Explained: 

The Missing Piece to Your Business’s Growth Strategy

A CFO isn’t just about bookkeeping or taxes—they drive the financial strategy behind a business’s growth.

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 Financial 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**

Book a Free Consultation

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 send reports so you’ve always got your finger on the pulse of your business.

Monthly

Deep-dive financial reviews to review performance, budgets and projections.

Quarterly

Revisit goals, and KPIs, and make strategic recommendations to keep you on track.

Annually

We report your results and file your business taxes - without an extension!

Our Clients Say It Best: Real Businesses, Real Results

  • "Fitnancial Transformed Our Finances—Smarter Systems, Stronger Future!"

    Fitnancial made quick work of providing a complete overhaul of our financial systems that will set us up for long term success. Our new infrastructure has immediately made tracking our budgets and overall financial health substantially easier, more accurate and more comprehensive.

    Their analysis and recommendations for additional softwares and systems for us to incorporate has greatly improved our processes, while being mindful of what we are spending on these additional tools.

    - Laura Kaufmann

  • "From Lost to Financially Fit—Shannon Transformed Our Business!"

    Fitnancial Solutions completely legitimized our sister-owned business behind the scenes. Shannon demystified tax jargon, making finances feel empowering (and even fun!), while guiding us through ownership roles, payments, and bookkeeping. We can’t recommend her enough for anyone needing a CPA or tax strategy expert!

    - Balanced Beyers

Commonly Asked Questions

  • A bookkeeper records transactions, and an accountant/CPA reports your results and taxes—but a Fractional CFO provides financial strategy. We help with cash flow forecasting, profitability analysis, tax planning, and executive-level financial decision-making to help your business scale.

  • 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.

  • You’ll receive weekly financial oversight, monthly strategy sessions, cash flow forecasting, tax planning, profitability optimization, and executive-level financial leadership—all tailored to your business goals.

  • We take a proactive approach to ensure no last-minute tax surprises. We forecast cash flow up to 12 months in advance, optimize your financial processes, and ensure you're making tax-efficient decisions year-round.

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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.

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