Fractional CFO

Navigate Complex
Financial Scenarios


Fractional CFO Services

Maintaining predictability, executing proper budgeting, and understanding the right metrics are important elements of a sound business environment. Many businesses fall behind their competition because they carry a higher tax burden, have difficulty securing lines of credit, or fall short when it comes to courting investors.

Finance is the lifeblood of any organization. A sound financial program with supporting metrics and budgeting has a direct impact on the health of every business. We provide businesses with financial consulting and advisory services that produce results.

We Help You Gain Operational Stability and Predictability

Our financial consulting team provides the foundation and strategic guidance necessary to maintain a solid financial program. We also provide support to help your business secure funding through investor relationships, lines of credit, or other methods by demonstrating your company’s true potential.

Our Fractional CFO services help you stablize your business’s finances, forecast your business’s growth, identify financial burdens, and more.

How Do You Know You Need a Fractional CFO?

It is no secret that business finances can get increasingly overwhelming as the business grows. There is a complex maze of issues to navigate. Few business owners got into the game because they love doing the books. This makes obtaining the help of a financial advisor a particularly popular choice.

Questions to ask yourself:

Are you able to successfully negotiate new lines of credit so your business can grow?

Are you confident that your business has the lowest tax liability possible?

Do you have a solid cash flow month to month?

Are you confident with payroll, accounts receivable, and accounts payable?

If your answer is “no” or you’re not sure, we can help.

Here’s How We Can Help Your Business Thrive

Strategic Financial Planning

Develop the Best Strategy to Meet your Goals

Even businesses that generate significant revenue can get into financial trouble without the right strategy to manage expenses, assets, risk, and debts. Our team provides the strategy to ensure your business is able to meet its financial goals and the ongoing guidance to keep it on track.

Financial Improvement Planning

Assess and Enhance Your Financial Programs

You may have a solid financial system in place and it may meet the needs of your organization right now. But, in the rapidly-evolving business world, you should always look forward. Our team provides ongoing program assessments to ensure that your financial program is always looking to the future.

Investor Meeting Preparation

Present Your Company in the Best Light

Businesses often only have one chance to woo a potential investor. Our advisors help develop relationships with key investors and make sure that once a meeting is pinned down, you fully prepare the metrics that matter in a language that speaks to them.

Software Selection and Implementation

Keep Your System on the Cutting-Edge

The right systems can significantly reduce workload for your team, but the selection and deployment are often challenging. Our financial consultants work with our technology consultants to help you identify the best solution for your business and develop the optimal implementation and deployment strategy.

Financing Strategy

Identify the Best Funding Route

With all of the financing options from bank loans, credit lines, and investor relationships, identifying the right funding for your business is a challenging pursuit. Our advisors help you identify the best funding route for your business based on your unique situation and goals.

Reporting and Metrics

Stay in the Loop on All Financial Data

In the 21st century, business data moves quickly. Without the proper reporting mechanisms, your executive team is flying blind on strategic decisions. We help find the best reporting solutions to keep your team in the loop and ensure that the metrics are clearly understood.

Get a Fractional CFO in your corner today!