Fractional CFO
Fractional CFO & executive advisory
Fractional and virtual CFO support for organizations that need recurring financial leadership without a full-time executive appointment.
Recurring financial leadership is what growing organizations most often need and most often lack. A fractional CFO engagement provides that leadership on a schedule the business can sustain — the planning, the cash oversight, the reporting, and the controls — through a recurring engagement model tailored to the organization's needs.
Why this service
The decision a fractional CFO changes is rarely a single moment; it is the pattern of decisions made every month without financial leadership in the room. Planning that drifts, cash watched but not forecast, and reporting that never reaches the decision are the symptoms. A recurring engagement puts financial leadership where those decisions happen.
Who it suits
Organizations that have outgrown founder-led finance but are not ready for — and do not need — a full-time CFO.
- Growing companies where the founder still owns the numbers
- Organizations preparing for financing, an acquisition, or a board
- Teams that need a financial leader in the room, part of the time
- Nonprofits and mid-market firms without a full-time finance executive
What is included
Engagements are scoped to a recurring cadence and the leadership areas that matter most.
- Fractional and virtual CFO engagements
- Financial leadership and executive financial support
- FP&A, budgeting, forecasting, and cash-flow oversight
- Management reporting and KPI ownership
- Controls, governance, and profitability review
- Finance process improvement and transformation
- Financial technology strategy for the finance function
What you get
The specific work and expected deliverables are defined before the engagement begins.
- A recurring CFO presence tied to a defined cadence
- Planning, cash, and reporting owned rather than watched
- Management reporting that reaches the decisions being made
- Controls and governance reviewed on a regular cycle
- Finance technology strategy aligned to the finance function
- A clear scope and cadence agreed before the engagement begins
Discuss this for your organization
Request a consultation and the area of interest will be pre-selected. A short conversation confirms scope and fit before any engagement is proposed.