Strategic leadership.
Data-driven decisions.
Strategic financial leadership without the full-time cost. We help you look forward to drive growth and profitability.
What's Included
High-level financial guidance to navigate growth and complexity.
Financial Modeling
Robust 3-statement models to forecast cash, revenue, and expenses under various scenarios.
Budgeting & Forecasting
Set clear financial targets and track performance against them to ensure accountability.
Board Reporting
Professional board decks and executive summaries that give investors confidence.
KPI Dashboards
Custom dashboards tracking the metrics that matter most (CAC, LTV, Burn, Margins).
Cash Flow Management
Detailed 13-week cash flow forecasts to manage liquidity and extend runway.
M&A Support
Due diligence, valuation support, and integration planning for acquisitions or exits.
See what a Fractional CFO could return.
Estimate payback period and profit impact based on your current numbers—then decide if it makes sense to talk.
Takes ~60 seconds
Who It's For
Designed for companies at pivotal stages of growth.
PE-Backed Companies
Portfolio companies needing professional reporting and strict financial controls.
Scaling Startups
High-growth businesses needing to manage burn rate and prepare for the next round.
Pre-Exit Founders
Owners looking to maximize valuation and clean up financials before a sale.
Fundraising
Founders needing robust models and data rooms to secure capital from VCs or banks.
How It Works
A partnership model that integrates with your leadership team.
Discovery & KPI Setup
We dive deep into your business model to identify the key drivers and metrics to track.
Dashboard Development
We build the models and dashboards that will serve as your financial GPS.
Strategy Sessions
Regular sessions to review performance, update forecasts, and make strategic decisions.
Ongoing Advisory
We act as your sounding board for all major financial decisions as you grow.
Flexible Engagement
Our Fractional CFO services are available as part of our Growth or Executive packages or as a custom retainer based on your specific needs.
View Packages & PricingFrequently Asked Questions
Scale with confidence.
Schedule a free consultation to discuss how a Fractional CFO can accelerate your growth.
Book a Call