Fractional CFO Services
Strategic financial leadership,
without the full-time cost.
Most companies scaling past $1M are growing faster than their financial infrastructure can keep up with books that aren't fully clean, no forecasting, no strategic partner in the room when the big decisions get made. Our fractional CFO services close that gap.
Step One
Every engagement starts with a Financial Diagnostic.
Since most businesses at this stage don't have fully clean books, the diagnostic gives us and you, a clear, honest picture before any ongoing work begins.
Onboarding — One-Time
Financial Diagnostic
Books and chart-of-accounts review
Systems assessment — accounting software, inventory tracking, manual workarounds
Cleanup roadmap — what needs fixing, who fixes it, and how long it takes
$1,500 - $3,000
Flat fee, scaled to complexity
Step Two
Choose your level of partnership.
Advisory Lite
Financial Clarity
$2,500 – $3,500
per month
Monthly financial review call
KPI dashboard — margin, cash, AR/AP aging
13-week rolling cash flow forecast
Email/message access between calls
Our Core Offer
Strategic Partner
$4,500 – $7,000
per month
Annual budget + quarterly reforecasting
Scenario modeling — hiring, new location, pricing
Process improvement — close process, controls, reporting cadence
Software & systems evaluation / implementation support
Resource planning — staffing vs. growth
Inventory management oversight — COGS, turnover, valuation
Growth and Lender-Ready
Scale & Compliance
$8,000 – $12,000
per month
Loan / lender compliance packages
Scaling readiness — infrastructure & resource planning
Multi-location or multi-entity structuring support
Larger software/ERP implementation project management
Priority weekly availability during major transitions
Get Started
Find out where your business
actually stands.
The Financial Diagnostic is the starting point for every engagement a clear-eyed look at your current financial infrastructure and what it would take to get you real strategic support.
