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CFO advisory meeting

Services

CFO Services

Your strategic financial partner for $2,000 – $5,000/month instead of $150K/year.

Financial Leadership Without the Full-Time Cost

Growing businesses reach a point where they need more than bookkeeping and tax prep. They need someone who can look at the big picture — cash flow, profitability, growth strategy, fundraising — and translate the numbers into decisions.

That is what a CFO does. And with our fractional model, you get that expertise without the six-figure salary.

Strategic financial planning session

What Your Fractional CFO Does

Cash Flow Forecasting

13-week and annual cash flow projections so you always know what is coming and can plan accordingly.

Budgeting & Financial Modeling

Annual budgets, scenario analysis, and financial models that help you make decisions with confidence.

KPI Dashboards

Custom dashboards tracking the metrics that matter — revenue, margins, burn rate, customer acquisition cost.

Fundraising Support

Investor-ready financial packages, pitch deck financials, cap table management, and due diligence preparation.

Bank & Investor Relations

Loan applications, line of credit management, investor updates, and board meeting financial presentations.

Strategic Financial Planning

Pricing strategy, profitability analysis, growth planning, and financial decision support for major business moves.

Ideal For

Businesses doing $500K – $5M in annual revenue
Companies that have outgrown their bookkeeper but cannot afford a full-time CFO
Startups preparing for fundraising or rapid growth
Businesses navigating major transitions (new markets, acquisitions, restructuring)

Pricing

Fractional CFO: $2,000 – $5,000/month

Includes monthly accounting. Customized to your business needs and hours required.

Frequently Asked Questions

Ready for Strategic Financial Leadership?

Schedule a free consultation and see how a fractional CFO can transform your business decisions.

Book Free Consultation