Fractional CFO

    What is a Fractional CFO?

    A Fractional CFO is a part-time Chief Financial Officer who provides strategic financial leadership to growing businesses without the cost of a full-time executive. For $800/month, you get regular bookkeeping, KPI tracking, budget forecasting, payroll setup, and business coaching from a dedicated team.

    Fractional CFO
    A Fractional CFO provides strategic financial leadership on a part-time basis, including forecasting, budgeting, profitability analysis, and growth planning, without the $150,000+ cost of a full-time CFO.

    Your Complete Financial Solution Partner

    More than financial management — a dedicated team to help you grow, plan, and scale with confidence. Dedicated Financial, Tax, & Advisory Managers all in one.

    Starting at $800/month

    No pressure — just clarity.

    Quick Summary

    • Your complete financial solution partner — not just managing, but growing
    • Dedicated Financial, Tax, & Advisory Managers for your business
    • Regular bookkeeping with financial reports + KPIs on your schedule
    • Financial review calls tailored to your needs
    • Budget and forecast modeling for strategic planning
    • Payroll system setup and business coaching included

    This is for you if...

    What's included in Fractional CFO

    Complete financial visibility with monthly KPIs and regular review calls.

    Regular Bookkeeping

    Your books reconciled and current on your schedule

    Financial Reports + KPIs

    P&L, balance sheet, cash flow, plus key performance indicators

    A/R + A/P Schedules

    Track what's owed to you and what you owe

    Financial Review Calls

    Regular check-ins to discuss your numbers

    What strategic CFO support looks like

    Forecasting

    Build projections and model scenarios for confident planning.

    Profitability

    Find opportunities to improve margins and optimize resources.

    Growth strategy

    Plan investments, hires, and expansion with financial backing.

    Decision support

    Navigate major decisions with strategic financial analysis.

    Where Fractional CFO fits

    Fractional CFO

    $800/mo

    What it looks like to work together

    1

    Discovery call

    We learn about your business, growth goals, and challenges.

    45 min
    2

    Team assignment

    You're paired with dedicated financial, tax, and advisory managers.

    Week 1
    3

    Financial assessment

    We analyze your current financial position and opportunities.

    Week 1-2
    4

    Strategy & systems setup

    We develop your financial roadmap, KPIs, and any needed systems.

    Week 2-3
    5

    Ongoing partnership

    Monthly reports, review calls, tax planning, and business coaching.

    Ongoing

    Not sure which service you need?

    Question 1 of 3

    What best describes your current financial situation?

    Frequently Asked Questions

    Key Takeaways

    All-in-one financial solution: books, taxes, and strategy
    More than management — a partner focused on growth
    Monthly review calls keep you informed and aligned
    Budget and forecast models for confident planning
    Payroll setup handled when you need it
    Business coaching from financial professionals

    Ready for a complete financial partner?

    Whether you're planning for growth, preparing to raise, or just want a financial team that helps you grow — not just manage — we're here to help.

    Starting at $800/month