Growing businesses hit a ceiling where gut feel stops working and spreadsheets stop scaling. A fractional CFO is how you break through — senior financial judgment, exactly when you need it.
Senior financial leadership on a flexible basis — steering pricing, hiring, fundraising, and expansion with numbers you can trust.
Hands-on accounting oversight — the monthly close, internal controls, and reliably clean books underneath the strategy.
FP&A done right: driver-based budgets, rolling forecasts, and scenario modeling that tie every assumption to reality.
Income statement, balance sheet, and statement of cash flow — with financial ratios and comparative analysis against historical results, the budget, and industry KPIs.
A monthly or quarterly board-ready presentation that turns your numbers into a clear story for investors, the board, and senior management — our signature deliverable.
Periodic performance reviews that measure results against plan and prior periods, and surface what's driving the variance.
The annual budget that becomes your benchmark, plus rolling cash flow forecasting, runway tracking, and working-capital discipline.
Special projects & strategic advisory we're frequently asked to lead:
Most engagements follow the same arc — diagnose, build, then drive. You feel traction within the first month.
We dig into your books, models, and goals to find what's working, what's leaking, and what's missing.
We stand up the forecasts, dashboards, and reporting cadence your business should have had all along.
We meet regularly to translate the numbers into decisions — and adjust the plan as the market moves.