Strategic financial leadership without the full-time cost.

When your business is growing, so are your financial questions. That’s where our Fractional CFO Services come in. We offer high-level financial strategy, forecasting, and analysis without the overhead of a full-time CFO.

What’s Included

Business Planning

We craft strategic business plans tailored to your goals, helping you align operations with long-term growth. Our plans provide clear direction and actionable steps for success.

Financial Forecasting

Accurately project your company’s financial future with data-driven forecasting. We help you plan for growth, manage risk, and make informed decisions.

Forecast vs Actuals Analysis

Spot gaps, stay on track, and make smarter budget decisions.

Profitability Analysis

Understand what drives profits in your business and where you’re losing margin.

Revenue & Expense Trend Analysis

Visualize trends over time to plan ahead and spot red flags early.

Cash Flow Forecasting & Management

Stay ahead of cash flow crunches with proactive forecasting and guidance.

12-36 Month Financial Modeling

Scenario-based modeling that helps you plan for growth, hiring, and capital needs.

Monthly Management Reports

Receive clear, insightful reports every month to track performance and identify trends. These reports empower you to make timely and confident business decisions.

Financial Presentations

We prepare professional financial presentations for stakeholders, investors, or board meetings. Impress your audience with clear, concise, and impactful data storytelling.

Monthly CFO Financial Review Call

A dedicated strategy session each month to keep your financial goals on track.

Unlimited Support

Enjoy unlimited access to expert advice whenever you need it. We’re here to support you every step of the way, with no extra fees or limits.

Fractional CFO Service Feature	Fractional CFO Services
Business Planning	✓ Included
Financial Forecasting	✓ Included
Forecast vs Actuals Analysis	✓ Included
Profitability Analysis	✓ Included
Revenue & Expense Trend Analysis	✓ Included
Cash Flow Forecasting & Management	✓ Included
12–36 Month Financial Modeling	✓ Included
Monthly Management Reports	✓ Included
Financial Presentations	✓ Included
CFO Financial Review Call	✓ Included
Unlimited Support	✓ Included

Our Process

Book

Book A Consultation. Tell me about your business, fill out my brief, and I will set up a meeting to review your specific needs.

Step 1

Engage

Now we begin the process of setting up or reviewing your existing books.

Step 2

Automate

We use automation and manual control to ensure the process is simple, seamless, and straightforward for you.

Step 3

Control

Accurate and complete books put you in control.

Step 4

Request a Quote

Ready for a strategic finance partner? Schedule a consultation and see how a Fractional CFO can level up your business.