CFO Services: Outsourced CFO Expertise to Scale Your Business
Executive-level financial leadership without the executive price tag. Our fractional CFO services deliver strategic planning, forecasting, and hands-on guidance to help you grow with confidence.
You’re Ready to Grow — But You Need a Financial Partner to Get There
You’ve built something real. Now you’re facing bigger decisions: expansion, hiring, new markets, major investments. You need more than someone to keep the books — you need a strategic financial partner who can help you plan, forecast, and execute. A full-time CFO isn’t realistic, but an outsourced CFO gives you the expertise exactly when you need it.
What's Included in Our CFO Services
Comprehensive financial leadership that covers the fundamentals, delivers strategic insight, and drives growth.
Financial Foundation
Transaction Recording
Every monthly transaction recorded and categorized accurately — clean books are the foundation of sound strategy.
Account Reconciliation
Bank accounts, credit cards, and loans reconciled monthly so your numbers always reflect reality.
Financial Statements
Monthly Income Statement, Balance Sheet, and Cash Flow Statement prepared and delivered on schedule.
Strategic Planning & Growth
Full Budget Creation
Comprehensive budgets aligned with your business goals — not templates, but custom financial plans.
Ongoing Budget Monitoring
Track actual performance against budget throughout the year, with adjustments as your business evolves.
Forecasting & Scenario Planning
Model different growth scenarios so you can make decisions with clarity about potential outcomes.
Long-Term Cash Flow Strategy
Plan ahead with cash flow projections that help you navigate growth, seasonality, and major investments.
Business Consulting
Strategic guidance to support growth, planning, and decision-making — a true partner in building your business.
Analysis & Performance
Financial Statement Analysis
We analyze your statements to uncover what's driving your numbers and where opportunities exist.
Key Metrics (KPI) Tracking
We identify and monitor the KPIs that matter most, giving you a real-time view of business health.
Performance-Based Advisement
Strategic recommendations based on trends and performance — guidance tailored to your situation.
Monthly Strategy Meeting
A dedicated meeting each month to review financials, discuss performance, and align on priorities.
Why Business Owners Choose Fractional CFO Services
➡️Executive Expertise, Accessible Cost Get the strategic financial leadership of a CFO at a fraction of full-time cost. Pay for what you need.
➡️Plan for Growth with Confidence Budgets, forecasts, and scenario planning give you a roadmap — not just a rearview mirror.
➡️Make Bigger Decisions, Smarter Expansion, hiring, investment — tackle major decisions with data-driven guidance and strategic support.
➡️Stay Proactive, Not Reactive With ongoing budget monitoring and cash flow strategy, you’ll see what’s coming and plan accordingly.
Getting Started Is Simple
Schedule a Discovery Call
We'll learn about your business, your growth goals, and the financial leadership you need to get there.
We Build Your Financial Strategy
We set up your systems, create your budget, identify key metrics, and establish the foundation for strategic planning.
Ongoing CFO Partnership Begins
Receive monthly financials, budget tracking, forecasting, and strategic guidance — plus regular meetings to keep you moving forward.
Outsourced CFO
Ready for a Financial Partner Who Thinks Like an Owner?
Get strategic CFO expertise that helps you plan, grow, and make confident decisions. Schedule your free consultation to see how our outsourced CFO services can transform your business.