FRACTIONAL CFO SERVICES
Fix What's Not Working. Strengthen What Is
Most owners are running the business in the dark—thin margins, unpredictable cash flow, unclear financials, and no consistent reporting to guide decisions. A Fractional CFO turns your finances into a strategic asset by building clarity, discipline, and profitability into every part of the business.
Pricing: Varies depending on SOW
Strategic Financial Leadership
Your business shouldn’t rely on guesswork, outdated spreadsheets, or end-of-month surprises. As your Fractional CFO, we step into your business and take ownership of the financial systems, reporting, and decision-making support your
company needs to scale with confidence.
No fluff. No outsourced accountants hiding behind emails. Just clean financials, clarity, and strategy.
Profit & Loss Insights
Go beyond top-line revenue. See how margins shift over time and identify which products or services are truly profitable.
Balance Sheet Breakdown
Understand your debt levels, cash reserves, and liquidity. Know what’s stable, what’s risky, and what’s holding your business back.
Cash Flow Clarity
See exactly how money moves in and out of your business. Identify bottlenecks, slow payers, or operational drains before they become crises.
Common Financial Blind Spots We Fix
Most businesses don’t have full visibility into margins, cash flow, or true financial performance. Small errors compound over time, creating risk and limiting growth. We uncover what’s hidden, correct what’s inaccurate, and give you a clear financial picture you can trust.
Unclear Financial Picture
Owners often can’t see real margins, cash burn, or true profitability. We rebuild your reporting so you finally know what’s actually driving the business.
Poor or Missing Financial Processes
Disorganized invoicing, slow month-end close, inconsistent job costing, and scattered spreadsheets create chaos. We streamline everything into simple, repeatable systems.
No Budget, Forecast, or Targets
Without forward-looking financial planning, decisions become reactive. We build a budget, forecast, and KPI targets your team can actually manage to.
Cash Flow Anxiety
Surprises drain growth. We implement cash models, working capital systems, and weekly visibility so you always know what’s coming.
Let’s Talk Numbers
What You Get With Fractional CFO Support
We give you transparency into all things finance and accounting—plus the tools, reporting, and leadership structure to scale with confidence.
Chart of Accounts Rebuild & Structure
A redesigned COA built for your industry to drive margin visibility, clean reporting, and department-level accountability.
Accounting Workflows & Process Mapping
Clear, documented workflows for invoicing, AP, AR, payroll, expense management, and month-end close.
Systems & Software Alignment
Review and alignment of all financial systems—QBO, CRM, job costing, POS, payroll, bill pay—to remove manual work and improve accuracy.
Financial Controls & Accuracy Standards
Implementation of reconciliations, approvals, rules, and monthly checks that keep your books clean and audit-ready.
KPI Framework & Metric Selection
Definition of the KPIs that matter most—revenue drivers, margin levers, labor productivity, cash indicators.
Executive Scorecards & Dashboards
Custom dashboards in Excel or Google Sheets that give leadership a weekly and monthly view of business health.
Management Reporting Package
A structured P&L, balance sheet, and cash flow package with clear commentary, variances, and trend insights.
Target Setting & Forecast Integration
We set clear targets for each department that tie directly to your budget, forecast, and revenue goals.
Break-Even, Margin & Cost Structure Analysis
A deep dive into labor, materials, overhead allocation, and contribution margins to reveal where profits are won or lost.
Pricing & Profitability Tools
Custom calculators for pricing, quoting, labor modeling, overhead allocation, and margin optimization.
Cash Flow & Forecasting Models
Real-time 12-month cash flow projections, scenario planning, and visibility into upcoming constraints.
Department-Level Accountability Systems
We connect financial outcomes to operations so each department owns their targets and understands their impact on the P&L.
Get Your Free 3-Statement Cheat Sheet
You don’t need another accountant who sends you reports you don’t understand.
You need a strategic partner who can get inside the business, understand the numbers, and help you build a predictable, profitable operation.