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Senior finance and operations leadership, part-time.
You are growing, and the numbers and the day-to-day no longer fit in your head. A fractional CFO brings senior judgment to your finances. A fractional COO brings it to how the business runs. Take one or both, part-time, and get executive leadership without the full-time cost. Here is what that looks like in practice.
Answer "how much runway do we have" in seconds.
When cash gets tight, you should see it coming weeks out, not the morning it happens. This is the foundation of every engagement: books that close on time, a forward view of your cash, and the handful of numbers that run your business in one place. Nothing about your finances catches you off guard again.
- A clean monthly close with plain-English commentary.Not just the statements, but why actuals missed plan and what to do about it this month.
- A rolling cash flow forecast.See the tight stretch while you still have options, not after the choices are gone.
- A dashboard of your key numbers.The five to eight metrics that actually move your business, in one view, tracked over time.
Make the big call before you make the mistake.
Clean books are the starting point, not the goal. The next hire, the price change, the raise: each one becomes a number you can test before you commit. You learn where you actually make money, model the move first, and report it so your board nods instead of pushing back.
- A driver-based financial model.Change one input and watch revenue, margin, and cash move together. Test the hire, the price change, or the raise before you commit a dollar.
- Margin analysis.Contribution margin by product, channel, and customer, so you can see which parts of the business carry the rest, and which quietly drain it.
- A pricing and packaging review.Find where margin is leaking and what to change to stop it.
- Board-ready reporting.The dashboard, the variances, and the story behind them, in a pack you can send the night before and defend in the room.
Be ready before the questions come.
A raise or a sale is where your financial work either pays off or comes back to bite you. Walk in with the case for your number built, the house in order, and answers ready before the questions land. You stay on the front foot while a buyer's team digs.
- An investor-ready model.Unit economics and a plan that holds up when a partner pokes at it across the table.
- A clean, organized data room.Every document a buyer or investor asks for, already there when they ask.
- Quality-of-earnings preparation.A hard read of your own numbers before a buyer's accountants get to them, so there are no surprises that cost you the deal.
- Diligence support.A steady hand through the process beside your lawyer and banker, so you can keep running the company instead of drowning in requests.
It goes better when the financial work started long before the process did.
The founders who raise and sell well are the ones whose model and close were already current when the process began. The best time to get raise-ready is before you need to be.
Fractional CFO, fractional COO, or both.
Growing businesses reach a point where they need experienced financial and operational leadership but are not ready to hire full-time executives. Take the finance side, the operations side, or both, and get executive judgment and hands-on leadership scaled to what your organization actually needs.
Strategic financial leadership for growing businesses.
Executive-level financial expertise to help you make informed decisions, improve cash flow, increase profitability, and plan for what is next.
Financial Strategy & Planning
- Strategic financial planning
- Annual budgeting and forecasting
- Cash flow forecasting and management
- Financial modeling
- Growth planning and scenario analysis
- Business performance reviews
Financial Reporting & Analysis
- Monthly financial reporting
- KPI development and dashboard reporting
- Profitability analysis
- Budget-to-actual variance analysis
- Revenue and expense trend analysis
- Executive reporting
Cash Flow & Profitability Management
- Cash flow optimization
- Working capital management
- Pricing and profitability analysis
- Expense reduction strategies
- Financial risk assessment
- Capital planning
Banking & Financing Support
- Banking relationship management
- Loan and line of credit support
- Investor and lender reporting
- Financial due diligence
- Capital raise preparation
- Acquisition analysis
Financial Operations
- Accounting process oversight
- Internal controls development
- Financial systems evaluation
- Month-end close improvement
- Vendor management strategies
- Financial process optimization
- Need better financial visibility
- Are experiencing cash flow challenges
- Are preparing for growth or expansion
- Need budgeting and forecasting support
- Want executive-level financial guidance without hiring a full-time CFO
Operational leadership that drives results.
Help to improve execution, increase efficiency, build scalable systems, and create accountability throughout the organization.
Strategic Planning & Execution
- Strategic planning facilitation
- Annual and quarterly planning
- KPI implementation
- Business growth initiatives
- Organizational design
- Leadership alignment
Process Improvement & Operational Excellence
- Process assessments
- Workflow optimization
- Standard Operating Procedures (SOPs)
- Operational audits
- Capacity planning
- Resource allocation
Leadership & Team Development
- Leadership coaching
- Team accountability systems
- Employee performance management
- Organizational communication
- Change management
- Culture improvement initiatives
Project & Initiative Management
- Technology implementation oversight
- Operational improvement projects
- New service launches
- Organizational restructuring
- Mergers and acquisitions integration
- Special project leadership
Operational Performance Management
- KPI tracking and reporting
- Department performance reviews
- Service delivery improvement
- Client experience enhancement
- Cross-functional team coordination
- Business process optimization
- Have operational bottlenecks
- Are growing faster than internal systems can support
- Need stronger accountability and execution
- Want to improve efficiency and profitability
- Need experienced operational leadership without hiring a full-time COO
One partner for finance and operations.
Many small and mid-sized businesses need both financial oversight and operational leadership but do not need two separate executives. A combined engagement covers finance, operations, people, and strategy under a single point of accountability.
- Strategic planning and execution
- Budgeting and forecasting
- Financial reporting and KPI dashboards
- Process improvement and operational efficiency
- Leadership team development
- Cash flow management
- Organizational growth planning
- Accountability systems
- Performance management
- Business transformation initiatives
- Single point of accountability
- Better alignment between financial goals and operational execution
- Faster decision-making
- Reduced executive costs
- Improved business performance
- Scalable systems for long-term growth
A CFO is only as good as the numbers underneath.
A CFO building on shaky numbers is just guessing with a spreadsheet. So the engagement watches both: the decisions you are about to make, and the accuracy of the books they rest on.
You do not replace the bookkeeper, controller, or CPA you already have. The CFO works alongside them: setting the close calendar, keeping the chart of accounts to a standard your board and a future buyer will trust, then sitting on top of those clean numbers to tell you what to do with them.
- The decision layer.Forecasting, pricing, capital strategy, board reporting, and the regular decision meeting.
- Oversight of the numbers.A reliable close calendar, reconciliations reviewed, and a chart of accounts that holds up.
- Your existing team, supported.Bookkeeper, controller, and CPA stay in place. You keep the relationships, and gain a layer above them.
- One point of contact.When a number is wrong or a decision is hard, there is a clear person to bring it to.
The questions founders ask before they call.
Stop guessing at your own numbers.
Tell us where you are and what you are trying to do. We will talk through where a fractional CFO would move the needle most. Free, about 30 minutes, and you talk to the CFO, not a sales rep.