Service
Fractional CFO
Forecasts, cash, pricing and board reporting led by a CFO who knows your numbers, for a fraction of a full-time salary.
Who it is for
Companies with $3M to $40M in revenue
What is included
Everything in the engagement,
written down.
01
13-week cash flow forecast
02
Monthly close and KPI dashboard
03
Budget and pricing models
04
Bank and investor reporting
05
Board meeting preparation
Is this for you?
Senior finance leadership for growing companies, two to eight days a month.
Meetings
Twice a year
Languages
English, Spanish
Fee
See pricing
Book a consultation
How we work
From first call
to a written plan.
Weeks 1–2
Discover
We learn your goals, gather statements and map every account, policy and obligation.
Weeks 3–5
Plan
You receive a written plan with each recommendation, what it costs and why we make it.
Weeks 6–8
Implement
We open and move accounts, coordinate with your CPA and attorney and set up reporting.
Every year
Review
Two full reviews a year, a tax projection each fall and a call whenever life changes.
Results
Decisions our clients made,
and what they changed.
All case studies
Founder, multi-location dental group
A dental group owner prepares for a $14M sale
$1.2M
in projected tax savings
Physician couple, both 54
Two physicians bring retirement forward by four years
4 years
earlier retirement date
Family-owned manufacturer, $22M revenue
A manufacturer turns a cash squeeze into a credit line
$3M
new credit line secured
