Fractional CFO Services

Engagement Levels

• Compliance and bookkeeping
• Advisory and performance review
• Fractional CFO leadership

Who It’s For

• $500k to $5M service businesses
• Owners making hiring, pricing, or expansion decisions
• Businesses outgrowing reactive bookkeeping
   

What We Handle

• Cash flow forecasting
• Budgeting and scenario planning
• KPI dashboards
• Monthly executive reviews
   

How It Works

1. Financial diagnostic
2. KPI and cash flow model setup
3. Monthly CFO calls
4. Quarterly strategy review