No in-house CFO?
No problem.

Tailored executive insight: CFO expertise, aligned with your goals

Growing businesses need financial leadership—but hiring a full-time CFO just isn’t in the budget for most small teams. That’s where we come in. Our fractional CFOs bring years of experience working with U.S. small businesses across various industries—offering strategic insight tailored to your operations, goals, and stage of growth.

Strategic financial planning

From forecasting to budgeting to long-term planning, we help you build a financial roadmap that supports smart, sustainable growth. Every recommendation is grounded in your numbers—and your goals.

Dynamic budgeting and forecasting: Plan ahead with numbers you can trust

Proactive budget management

We build budgets that reflect your goals, spending habits, and cash flow realities—so you can stay on track and adjust with confidence when things change. But we don’t just help you set a budget—we help you stick to it, adapt it, and use it to drive real growth. Our CFOs bring structure to your budgeting process and turn your financial data into actionable forecasts you can rely on.

Insightful financial forecasts

Benefit from forward-looking financial forecasts that empower informed decision-making. Our forecasts aren’t just smart guesses—they’re built on real-time financial data, historical trends, and industry benchmarks. We model different growth scenarios, anticipate potential risks, and give you clear projections that support smarter hiring, pricing, and investment decisions.

Cash flow management: Stay liquid. Stay in control.

Optimize your liquidity

Cash flow can make or break a growing business—and without proper oversight, it’s easy to run into shortfalls. Our CFOs help you monitor, manage, and forecast your cash so you can cover expenses, fund growth, and avoid surprises. We analyze your inflows and outflows in real time to spot trends, flag risks, and ensure you always have enough cash on hand to keep operations running smoothly.

Efficient capital allocation

Whether you’re investing in inventory, hiring, or new equipment, we help you evaluate the return on every major spend. Your fractional CFO provides data-backed recommendations on where to invest, when to hold back, and how to stretch your resources further—so every dollar is working toward your long-term goals.

Capital raising and investment: Get funding-ready—and investor-confident

Fundraising strategy and support

Whether you’re seeking a loan, pitching to investors, or preparing for growth, our CFOs help you navigate the fundraising process with strategy and precision. We identify the right funding options for your business, help you prepare pitch decks and financial models, and guide you through negotiations—so you’re ready to raise capital with confidence.

Investor relations and reporting

We prepare clear, professional financial reports, performance updates, and projections to help you meet investor expectations and maintain transparency. Your CFO ensures you’re delivering the right information at the right time—helping you build credibility, answer tough questions, and strengthen investor confidence over the long term.

Cost control and margin improvement: Boost profits—without cutting corners

Maximize profitability

Profitability doesn’t just mean making more money—it’s also about spending that income smarter. Our CFOs help you reduce costs, improve margins, and create a leaner, more profitable operation. We analyze your cost structure, spot inefficiencies, and uncover savings across operations, staffing, and overhead—so you can improve margins without sacrificing quality or customer experience.

Operational efficiency

With strategic oversight, we help streamline workflows, reduce bottlenecks, and allocate resources more effectively—so your business runs leaner, faster, and more profitably.

Tailored for every business stage

Startups: Chart a growth trajectory to attract investors with a virtual CFO.
Small Businesses: Transition to flexible Fractional CFO services.
Medium Businesses: Complement an in-house CFO with outsourced expertise.
Enterprises: Employ Fractional CFO knowledge during significant transitions.

A Fractional CFO offers an invaluable external financial perspective for any business, regardless of its size or stage.

The outsourced CFO advantage
Outsourced CFO services bring undeniable value, offering:

• Clear financial insights for audits or fundraising.
• Efficiency through top-tier accounting or ERP solutions.