What is
A Fractional CFO?

As the owner of a privately held company, you are constantly faced with challenges: optimizing cash flow, maximizing profitability, accelerating growth, and planning your exit strategy. We are NOT accountants, we are CFOs. A Fractional CFO partners with you as an advisor to help define your goals, and develop a game plan for those strategic, financial, and business goals. We then keep you on track to achieve those business goals. As your trusted advisor in the capacity of CFO, we carefully listen to your goals, aspirations, challenges, and frustrations. We recognize that every business is unique and that while it may share commonalities with other businesses, we customize our approach to align with desires, priorities, culture and of course budget. We then collaborate with you and your team to provide CFO services, business consulting, and exit strategies prioritized to navigate your company from its current state to the desired end state – implemented and executed at a pace that you are comfortable with, both operationally and financially.


We have yet to see a business that we couldn’t help. Sometimes just fresh eyes, and a fresh perspective is needed. A Fractional CFO provides strategic, financial leadership to companies on a long-term, part-time or project basis. With expertise in finance, accounting, strategic planning, and other diverse management projects, our CFO services are delivered by executives who have “Been There, Done That.” We work at a senior level, counseling management and guiding existing staff toward the solution of complex financial problems and the development of improved management systems. Chief Financial Officer experience, extensive backgrounds, and technical competencies enable us to offer compelling, fact-based advice for your financial and strategic issues. Our desire is to be your long-term CFO partner and trusted advisor. A Fractional CFO is an investment in your business and your future. Given that, we are mindful of the importance of driving results.


A Fractional CFO Service may be a perfect fit for you if:

  • You’re a growing business that needs professional financial advice but can’t yet afford a full-time CFO or controller.
  • You’re an existing business that’s has grown to the point that you need a controller or CFO, but don’t need an on-site CFO on a daily basis.
  • We tailor our approach to each engagement, so that you only pay for exactly what you want and need.

CONTACT A Fractional CFO