Fractional Financial Management

Providing financial leadership to assist your business growth journey.

As your business grows, the data and reporting needs of key decision makers evolve. Owners / CEOs move from needing "backward looking" basic financial reports to "forward looking" financial intelligence in the form of forecasts, models, and scenarios to drive proactive decisions and support agile planning. Our Fractional CFO teams are designed to be the Owner / CEO executive partner that is looking at the horizon and guiding the business.

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Choose Your Package

We provide four packages of Fractional CFO services.

Services Starter Growth Scaling Custom
Company Revenue <$2M $2M to $10M $10M to $50M $50M+
An early-stage business needing financial analysis, forecasting, KPIs, and monthly reporting to advance beyond bookkeeping and enable datadriven decisions for growth. A growing business needing stronger financial strategy, including budgeting, forecasting, KPI analysis, and frequent reporting to guide rapid, datadriven growth. A rapidly scaling business needing advanced FP&A, scenario and margin modeling, and financial team support to enable expansion, major investments, or acquisitiondriven growth. A business undergoing major transformation requiring investorlevel modeling, due diligence support, valuations, and interim CFO leadership to navigate strategic change or M&A events.p, etc.
Annual Business Valuation --- Yes Yes Yes
Financial Reporting Frequency Monthly Bi-Weekly Weekly Custom
# of Reports Up to 3 (including basic financial package) Up to 4 (including basic financial package) Up to 5 (including basic financial package) Custom
Finance Team Calls Monthly Bi-weekly Weekly Custom
Financial Analysis Hrs./Month Up to 10 hrs. 16 to 20 hrs. 24 to 32 hrs. Custom
Onsite Leadership Meetings --- Monthly Bi-Weekly Custom
Choose your plan