Menu
Financial perspective.When your business needs it.
A fractional chief financial officer (CFO) gives your business experienced financial leadership without a full-time hire. We help you understand financial performance, plan for what’s ahead, and work through the decisions that shape your business.
How do I know if I need
a fractional CFO?
You may be ready when you need help making significant and strategic financial decisions and want an experienced financial partner at the table.
- Revenue is growing, but you need to understand the cash and working capital required to support it.
- You’re weighing expansion, financing, new hires, or a major equipment purchase.
- Margins are changing, and you want to understand which products, services, or costs are driving the difference.
- You need forecasts and a regular review of actual results to guide your next decisions.
What we can work on together.
Cash flow & forecasting
Forecast cash needs, assess working capital, compare scenarios for growth or seasonality, and gain insight into cash flow bottlenecks.
Talk about cash flow ↗Budgets & profitability
Understand margins, pricing, and labor costs. Compare actual results with your budget and identify and explain the differences.
Talk about profitability ↗Decisions & financial reviews
Evaluate hiring, expansion, financing, and capital purchases with financial scenarios that make the trade-offs easier to see.
Talk about your next decision ↗The right level of support.
A clear plan.
Some businesses need help strengthening their accounting and monthly reporting. Others need regular conversations about cash, profitability, and where they’re headed. We’ll build a plan around what you need.
- Identify the decisions ahead and the financial questions that matter most.
- Review your financial data, margins, and cash position to establish a reliable starting point.
- Build forecasts and measures around your priorities, with a regular schedule for reviewing results.
- Compare actual performance with the plan and revisit assumptions as conditions change.
Some commonly asked questions about advisory services.
How is this different from bookkeeping?
Bookkeeping keeps track of the money coming in and going out. Advisory support helps you understand what those numbers mean, plan ahead, and make decisions. Up-to-date books give us a reliable place to start.
Do you have to handle our bookkeeping?
Tell us who handles your books and how things work today. We’ll look at whether your current records give us what we need or could use some extra attention. Even if you have an in-house bookkeeper, we can review the books and be a second set of eyes.
Is this a one-size-fits-all CFO package?
No. We’ll work with you to choose the financial support that makes sense for your business. Your proposal will explain what’s included and what it costs.
We understand the numbers
that sit inside your business.
Our combined careers include public accounting and hands-on work in and with businesses across these industries. That experience helps us ask better questions about how your business operates.
- Manufacturing
- Healthcare Services
- Construction
- Professional Services
- Transportation & Logistics
- Retail
- Restaurants