Fractional CFO Services

Senior financial leadership, structured to fit — without the cost or commitment of a full-time hire.

ENGAGEMENT TYPE

Fractional CFO

TYPICAL COMMITMENT

4–12 hrs / month

IDEAL FIT

$2M–$50M revenue

STRUCTURE

Month-to-month

THE CHALLENGE

•  Company has outgrown spreadsheet-level financial management

•  Owner is the de facto CFO — and the busiest person in the building

•  Lenders, investors, or a future sale require real financial discipline

•  No need (or budget) for a full-time, six-figure finance hire

THE APPROACH

•  Embed at the leadership level, not the bookkeeping level

•  Build monthly financial reporting owners can actually use

•  Bring lender, investor, and board-grade financial discipline in part-time hours

•  Apply real operating and capital-markets experience, not theory

WHAT'S INCLUDED

•  Monthly financial package: cash flow, P&L review, key metrics

•  Direct involvement in major decisions: financing, hiring, capital spend

•  Lender and investor-ready reporting when needed

•  Ad hoc strategic counsel between sessions

ENGAGEMENT MODEL

AREA

FOCUS

VALUE

Financial Reporting

Monthly P&L, cash flow, KPIs

Clarity on the real numbers

Capital & Financing

Debt, equity, lender relationships

Better terms, fewer surprises

Strategic Decisions

Pricing, hiring, capital allocation

CFO-level counsel on big calls

Governance

Board / investor reporting

Outside-ready financials

KEY TAKEAWAYS

•  Most companies need CFO judgment long before they need a full-time CFO

•  A few structured hours a month often surfaces the highest-leverage decisions

•  Right-sized financial leadership pays for itself in better decisions, not headcount