Turning your data into decisions to drive your business forward faster
Build enterprise value and start paying yourself more with the help of your fractional CFO
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 QBO
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 <$1MM in revenue
Not sure which is best for you?
Book a free consult to learn more and see how we can help your business.
What do fractional CFO services actually include?
Cash Flow Forecasting
Financial Analysis & Strategy
Budgets & Projections
Accounting
Tax Planning & Prep
Executive Leadership & Accountability
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
Our Approach
We believe financial management should be simple. We follow a 5-step framework to help you focus on the right financial priorities in all of our sessions and services.
