Fractional CFO Services

Unlock Strategic Financial Leadership

Fractional CFO services empower startups and small-to-medium businesses (SMBs) with high-level financial expertise without the cost of a full-time CFO. Whether you're looking to optimize cash flow, secure investor confidence, or plan for scalable growth, these services provide tailored solutions that drive results.

Why Choose Our Fractional CFO Services? 

  • Cost-Effective Financial Expertise

    Gain access to a seasoned CFO at a fraction of the cost. Tiered plans start from $2,400 per month, ensuring affordability without compromising quality.

  • Tailored Solutions for Startups and SMBs

    The unique challenges faced by growing businesses are addressed through customized strategies aligned with specific goals and industry requirements.

  • Results-Driven Approach

    From financial forecasting to strategic decision-making, Fractional CFO services focus on measurable outcomes to ensure businesses stay on track.

  • Flexible Retainer Plans

    Choose from three service tiers designed to meet varying business needs. Whether basic financial oversight or comprehensive strategic guidance is required, there is a plan to fit.

Core Services

  • Core CFO Services

    Strategic Financial Planning

    Create scalable financial models

    Budgeting and forecasting

    Financial scenario analysis

  • Investor Readiness

    Investor Readiness

    Prepare pitch decks and financials

    Conduct due diligence

    Develop strategies to secure funding

  • Operational Excellence

    Operational Excellence

    Cash flow management

    Cost optimization strategies

    Implementation of financial systems

  • Regulatory and Compliance Support

    Regulatory and Compliance Support

    Audit preparation

    Tax strategy and compliance

    Risk management

Who Benefits from Fractional CFO Services?

These services are ideal for:

  • Startups seeking funding or navigating rapid growth

  • Small businesses needing financial expertise to scale

  • Companies looking to optimize financial operations

Is a Fractional CFO the right solution for my business?

A Fractional CFO offers the strategic expertise of a full-time CFO but with flexibility and cost-effectiveness tailored to your business needs. Whether you are navigating growth, a new business direction, preparing for an exit such as a sale, or looking to cut costs and modernize your business by optimizing your financial processes, our fractional CFO services are here to guide you every step of the way. We also provide interim CFO Services when your finance function is in transition, and you need to parachute an interim finance leader with the experience to support your business.

Case Study: Transforming a Manufacturing Business

Scenario:

A mid-sized manufacturing business needed coaching to improve its internal financial processes.

Solution:

  • Provided training for the finance team to streamline forecasting and reporting.

  • Implemented process improvements, saving $250K annually.

    Outcome:

  • The business gained confidence in its financial decisions and achieved sustainable growth.

Flexible Pricing Plans

Three tiers of service are offered, starting at $2,400/month:

  1. Essentials Plan: Basic financial oversight and reporting

  2. Growth Plan: Advanced planning, forecasting, and investor support

  3. Enterprise Plan: Comprehensive strategic and operational support

Key Deliverables
ESSENTIALS
GROWTH
STRATEGIC PARTNER
Financial Health Checkup
Initial cash flow plan and basic financial setup
Compliance basics ( HST , accounting setup)
Automated setup of essential financial reports
Action plan
Investor-ready financial documents and pitch preparation
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KPI tracking dashboards for ongoing performance monitoring
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Scenario modeling for growth and funding discussions
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Advanced scenario modeling and long-term financial roadmap
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Custom financial reporting tailored to key stakeholders
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Quarterly strategy reviews and updates
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Priority service for urgent financial needs.
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Get Started Today

Transform Your Business with Expert Financial Leadership

Sign up for a free consultation and receive a custom CFO strategy plan tailored to your business needs. Discover how you can achieve scalable growth and operational efficiency with Fractional CFO services.