Jason Green
Fractional CFO for SaaS & eCommerce | $5M–$50M Owner-Operated Businesses
Expert Rating
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Location
Irvine, CA
Services Listed
3 active
20+
Yrs Exp
2
Industries
100%
Satisfied
I'm a fractional CFO for owner-operated businesses in the $5M to $50M revenue range, with a focus on Professional Services (MSPs, Law Offices, etc.) as well as SaaS, eCommerce, and technology companies.
Most of my clients are at the same inflection point. Revenue is growing, but the financial picture isn't keeping up. The books close late, margins are unclear, pricing is guesswork, and decisions get made on instinct rather than numbers. They've outgrown bookkeeping but don't need or want a full-time CFO.
That's the gap I fill. I give owners the financial clarity and forward visibility a full-time finance chief would provide, on a fractional basis sized to the business.
Where I focus:
I work directly with owners and operators, not just their books. The goal is straightforward: You should know where your profit is, see what's ahead, and make decisions with confidence.
Based in Irvine, California, working with clients nationally. See the Experience section for my background, tools, and results.
20+
Yrs Experience
2
Industries
3
Services
MBA, University of California, Irvine
BBA, Northeastern State University
Ongoing fractional CFO support for owner-operated businesses. Every engagement includes:
• Monthly financial reporting and board-ready dashboards
• Cash flow forecasting and scenario planning
• Three-statement financial models
• Profitability and margin analysis by product, client, and segment
• Annual budgeting, rolling forecasts, and KPI design
• Pricing and unit economics analysis
• Strategic planning and decision support for owners and leadership
• Finance systems setup and oversight (ERP, reporting, spend, billing, payroll)
• Direct collaboration with you, not just oversight of your books
Higher tiers reflect the greater complexity and demand on financial leadership that come with a larger business. Project-based add-ons (M&A and due diligence, fundraising prep, audit coordination, systems implementation, exit readiness and valuation, custom financial models) are scoped separately.
Ongoing fractional CFO support for owner-operated businesses. Every engagement includes:
• Monthly financial reporting and board-ready dashboards
• Cash flow forecasting and scenario planning
• Three-statement financial models
• Profitability and margin analysis by product, client, and segment
• Annual budgeting, rolling forecasts, and KPI design
• Pricing and unit economics analysis
• Strategic planning and decision support for owners and leadership
• Finance systems setup and oversight (ERP, reporting, spend, billing, payroll)
• Direct collaboration with you, not just oversight of your books
Higher tiers reflect the greater complexity and demand on financial leadership that come with a larger business. Project-based add-ons (M&A and due diligence, fundraising prep, audit coordination, systems implementation, exit readiness and valuation, custom financial models) are scoped separately.
Ongoing fractional CFO support for owner-operated businesses. Every engagement includes:
• Monthly financial reporting and board-ready dashboards
• Cash flow forecasting and scenario planning
• Three-statement financial models
• Profitability and margin analysis by product, client, and segment
• Annual budgeting, rolling forecasts, and KPI design
• Pricing and unit economics analysis
• Strategic planning and decision support for owners and leadership
• Finance systems setup and oversight (ERP, reporting, spend, billing, payroll)
• Direct collaboration with you, not just oversight of your books
Higher tiers reflect the greater complexity and demand on financial leadership that come with a larger business. Project-based add-ons (M&A and due diligence, fundraising prep, audit coordination, systems implementation, exit readiness and valuation, custom financial models) are scoped separately.
Credentials & Certifications
MBA
Verified Professional
20+ Years Experience
Professional Practice
Jason Green
Fractional CFO for SaaS & eCommerce | $5M–$50M Owner-Operated Businesses
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