Fractional CFO Services
Get expert financial help without paying for a full-time CFO. Our fractional CFO services give startups, real estate companies, and nonprofits the smart financial leadership they need to grow. We fix financial problems, help you raise funds, and make your business more profitable.
Flexible CFO Services Built for Your Business
Not every business needs the same help. Our fractional CFO services match your exact needs.
Fractional CFO Services
Part-time CFO leadership for companies that need expert guidance without paying a full-time salary or adding office space.
Outsourced CFO
We layer on top of your bookkeeper, filling the upper end of technical skills required to manage smooth financial operations and control your finances.
Strategic Growth CFO
For founders ready to grow beyond "business as usual," we align your financial strategy with your long-term vision, helping you scale sustainably and attract investors.
Continuous Financial Improvement
We don’t just fix accounting issues - we elevate your operations and stay engaged to ensure lasting accuracy, control, and financial insight.
Fiduciary Accounting & Reporting
We safeguard your investor's capital and for nonprofits, your donor restricted funds. We protect you from fiduciary liability by exercising due care with your finances.
Start With a Free Financial Assessment
Ready to see how fractional CFO services can help your business? Tell us about your money challenges and goals. We’ll review your situation and show you exactly how our CFO services can return 10X our fees to your bottom line.
What Our CFO Services
Do for You
Why pay a full-time CFO comp package or worse, operate without a CFO, when fractional CFO services give you the amount of expertise you need at a fraction of the cost.
Faster Decision Making
Get monthly financial reports that show what’s working and what’s losing money, so you can make smart choices quickly.
Investor-Ready Operations
Build the financial foundation that attracts funding and passes due diligence reviews without last-minute scrambling.
Cash Flow Predictability
Know exactly where your money is going and when you’ll need more. No more surprise cash problems.
Financial and Tax Audit-Proof Systems
Get compliant books and bulletproof processes that pass any audit or investor review with ease, and reduce audit and tax fees.
Why Our CFO Services Get 10X Returns
Why settle for generic fractional CFO services? We don’t just advise from a distance.
We roll up our sleeves, get hands-on, and fix what’s broken.
Real-World Experience
Guided 150+ companies from $0 to $100M in revenues. We've seen every money problem and know how to solve it.
Personal Attention
Work directly with an experienced CFO, not a team of junior employees still learning the basics.
Problem Solver
We fix broken processes and erroneous information so you can be confident in your financial decisions.
Proven Track Record
Our clients consistently see 10X returns because we focus on results that actually make you money.
CFO Services With Software Expertise
Our fractional CFO services include deep accounting technology expertise. We fix software integration problems, clean up messy data, and make sure your systems talk to each other correctly. Whether you’re working with QuickBooks Online or migrating to new software, we handle the technical details so your books stay accurate and your business keeps running smoothly.
FAQs
What do CFO services include?
CFO services include strategic financial planning, cash flow management, accounting oversight, budgets, investor reporting, data rooms, due diligence, and financing transactions. We handle everything from daily bookkeeping to board presentations.
How much do fractional CFO services cost?
Fractional CFO services cost a fraction of a full-time CFO salary. Investment varies based on needs, but our clients consistently get a 10X return on our fees and sometimes, much more.
What's the difference between a CFO and a bookkeeper?
Bookkeepers record transactions. CFO services provide strategic leadership, financial planning, cash flow forecasting, board financial reports, and operational improvements. We fix problems and drive growth, not just track numbers.
Do you provide virtual CFO services remotely?
Yes, our virtual CFO services work with clients nationwide. We use video calls and cloud-based software to provide the same expert guidance as in-person meetings, just more efficiently.
Can fractional CFO services help startups raise money?
Absolutely. Our CFO services include accurate cash flow forecasts, investor reports, plus support with pitch decks, data rooms, due diligence, and cap table maintenance.
The financial foundations we lay are linked to our startup clients’ success with capital raises and the sales of their companies.
Do you provide CFO services for real estate companies?
Yes. We work with real estate developers, investors, and property management firms to build accurate forecasts, manage cash flow, and maintain investor-ready reporting. Learn more about our real estate CFO services.
How quickly do CFO services show results?
All clients see improvements within 30 days. Quick wins include cash flow visibility, cleaner financial statements, oversight of the bookkeeper, and identified cost savings. Long-term benefits like 10X returns on our fees build over the following months.
Do you work with QuickBooks Online?
Yes, we’re QuickBooks experts (all versions). Our CFO services include QBO setup, migration from QB Desktop, integration with 3rd party apps and Bill.com, and data cleanup. We eliminate manual data manipulation by making these platforms work together.
