Fractional CFO Services | Client Revenue $25M-$50M+

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.