For Companies $1M–$50M in Revenue

Fractional CFO Services

Senior financial leadership for complex decisions and accelerated growth. Executive expertise at 40–60% less than a full-time CFO.

Between $1M and $50M, everything changes. You need more than bookkeeping.

Growing businesses face a specific gap in financial leadership. Too complex for basic accounting, not ready for a full-time CFO at $250K or more per year. Critical decisions pile up. Cash flow gets tight when sales are growing. The right capital structure is unclear. Financial infrastructure is always one step behind the business.

Fractional CFO services provide the strategic financial partnership you need to navigate these challenges. Senior-level expertise, focused on strategy rather than stuck in the weeds, at a fraction of the cost of a full-time executive.

Core Services

What a fractional CFO actually does for your business.

Financial Leadership

  • Strategic financial planning and decision support
  • Monthly financial package with KPIs and insights
  • FP&A, budgeting, and scenario modeling
  • Cash flow management and working capital optimization
  • Board and investor reporting

Strategic Support

  • Growth planning and financial modeling
  • Pricing strategy and margin optimization
  • Capital strategy and fundraising support
  • Debt structuring and investor negotiations
  • Financial systems and infrastructure
Engagement Levels

Scaled to where your business is right now.

Every engagement is custom-tailored around your exact situation. The tiers below are indicative of typical needs at each revenue stage. What you actually get is sized to deliver maximum value at minimum cost.

Emerging Growth

$1M–$10M Revenue

2–3 days monthly commitment. Core focus: building financial foundations while managing rapid change.

  • Monthly financial reporting and KPI dashboards
  • Cash flow forecasting and working capital optimization
  • Annual budgeting and quarterly reforecasting
  • Capital investment analysis
  • Basic investor and lender reporting
Growth Stage

$10M–$50M Revenue

3–5 days monthly commitment. Core focus: sophisticated financial strategy and operational optimization.

  • Advanced FP&A with scenario modeling
  • Project-level P&L and investment return analysis
  • 13-week cash flow management and covenant monitoring
  • Board deck preparation and meeting participation
  • Debt restructuring and capital raising support
Custom Engagements

Not every business fits a standard package.

The tiers above describe typical needs. Every engagement is built around your specific situation. Need heavy support through a capital raise and then want to scale back? That works. Want deep FP&A but have accounting covered? Perfect. Just need a monthly sounding board plus on-call support for critical decisions? That works too.

Common custom scenarios include interim CFO during leadership transitions, project-based work such as system implementations, strategic pivot support, post-acquisition integration, profitability turnaround, and board advisory relationships.

Common Questions

What owners and CEOs ask before engaging.

How is this different from a part-time bookkeeper?

Bookkeepers record history. CFOs create the future. You get strategic thinking, financial modeling, and executive-level guidance — not just monthly reports.

Why not just promote my controller to handle strategy?

Controllers are exceptional at managing the financial engine — closing books and ensuring compliance. CFO work requires different skills: raising capital, negotiating with investors, managing cash flow in critical situations, and driving profitability transformations. Both valuable. Completely different skill sets.

My CPA gives me financial advice. Is that enough?

CPAs view your business through a tax lens. They will tell you how to categorize expenses. I will tell you which expenses to cut to increase EBITDA. They focus on April 15th. I focus on building enterprise value. You need both, but they solve different problems.

What if I need you urgently?

You have direct access via email and phone. Critical issues do not wait for scheduled meetings. Most questions answered same day.

Can you work with our existing accounting team?

Absolutely. We complement and elevate your existing team, not replace them. Your bookkeeper handles transactions, your controller handles compliance, your CPA handles taxes. We handle strategy.

Ready for financial leadership that drives growth?

The gap between where you are and where you want to be often comes down to financial strategy. Let's close it.

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