Strategic financial leadership without the full-time cost. Our fractional CFOs provide the executive-level guidance your clients need to grow, raise capital, and make smarter decisions.
Platforms We Support
QuickBooks
Xero
Sage Intacct
NetSuite
Power BI
FloQast
Comprehensive CFO-level support tailored to your clients' growth stage and industry.
A full-time CFO costs $150K-$300K+/year. Our fractional CFO service gives your clients the same strategic leadership at a fraction of the cost.
Our CFOs have worked across construction, healthcare, professional services, real estate, SaaS, and more — bringing relevant benchmarks and insights.
Start with a few hours per week and scale as needed. No long-term contracts, no overhead — just executive-level support when and where it's needed.
We build dashboards, financial models, and KPI trackers that give your clients the visibility they need to make confident, data-backed decisions.
From pitch deck financials to due diligence prep, we help your clients present investor-ready numbers that tell a compelling growth story.
We integrate directly with your team's tools and workflows — QuickBooks, Xero, Power BI, Slack — acting as a true extension of the firm.
A structured onboarding that gets your clients strategic financial leadership fast.
We review your client's current financials, business model, pain points, and growth goals to understand exactly where CFO-level guidance is needed.
We set up or refine reporting systems, dashboards, and KPI frameworks so your client has real-time visibility into the numbers that matter.
We build a financial plan with clear milestones — cash flow targets, margin goals, fundraising timelines — and align it with the business strategy.
Regular check-ins, board meeting support, and ad-hoc strategic guidance. We adapt as the business evolves — new markets, new products, new challenges.
Executive financial leadership at a price that makes sense.
Strategic guidance on demand
Dedicated financial leadership
A fractional CFO provides the same strategic financial leadership as a full-time CFO — cash flow management, financial planning, investor relations, board reporting — but on a part-time or project basis, making it accessible for growing businesses that aren't ready for a $200K+ hire.
Businesses generating $1M-$50M+ in revenue that need strategic financial guidance, companies preparing for fundraising or acquisition, firms experiencing rapid growth, and CPA practices that want to offer CFO-level advisory to their own clients.
Bookkeepers record transactions. Controllers ensure accuracy and compliance. A CFO looks forward — setting strategy, managing cash flow, advising on growth, and communicating with investors and boards. We work above the day-to-day accounting.
Yes. Many CPA firms engage us as a white-label CFO function for their clients. We operate under your firm's brand, attend client meetings, and deliver CFO-level advisory while your firm retains the relationship.
We work with whatever tools your firm and clients use — QuickBooks, Xero, Sage Intacct, NetSuite, Power BI, FloQast, Google Sheets, and custom dashboards. We adapt to your tech stack, not the other way around.
Fill out the form and our team will reach out with the right solution for your needs.