Fractional CFO & Advisory Services
Senior-level financial guidance without the full-time overhead.

Established businesses, typically $1M to $25M in annual revenue, and nonprofit organizations that need experienced financial leadership but not a full-time CFO.
- Cash is hard to predict more than a few weeks out
- Budgets and forecasts are out of date or missing
- Reporting arrives too late to inform decisions
- Major decisions are made without a senior finance voice
Deliverables
- Cash flow planning and forecasting
- Annual budgets and rolling forecasts
- KPI dashboards and management reporting
- Profitability analysis and decision support
Clear scope. Steady rhythm. Experienced advice.
Start a conversation
We learn about your organization, your numbers and the decisions ahead.
Agree the scope
We set out the services, deliverables and timing in writing before work begins.
Work as a partner
Regular reporting and access to experienced advice as your needs evolve.
Questions, answered.
Who is fractional CFO support for?
Leaders who need senior financial guidance on cash, planning and decisions, without the cost of a full-time hire.
How is this different from bookkeeping?
Bookkeeping records what happened. Fractional CFO support uses those numbers to plan, forecast and decide what to do next.
Can you work alongside our existing accountant?
Yes. We can coordinate with your current accounting or tax provider.
How does an engagement start?
With a conversation about your organization and the decisions ahead, followed by a written scope.
Often paired with
Accounting & Bookkeeping
Accurate records, timely financial statements, reconciliations and controller-level support that create a dependable financial foundation.
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Buy-side and sell-side financial due diligence, earnings analysis and working capital insights to support better transaction decisions.
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Tax preparation, proactive planning and professional accounting guidance tailored to established businesses and their owners.
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