Virtual Fractional CFO Services
C Suite Financial Leadership Without the Fulltime Cost
Most small and medium businesses can’t justify a fulltime CFO’s $150,000-$250,000 salary, but they desperately need strategic financial leadership. Our fractional CFO services give you access to senior level expertise at a fraction of the cost.
A+ BBB Rating
28% Average Client Growth (2021-2025)
18+ Years in Business
Serving 350+ Corporates Clients
What Is a Fractional CFO?
Our Fractional CFO Services:
Tier 1
Accounting Manager
Best for:
Owners who need clean monthly close + reliable reporting, without building a finance team.
Core outcomes:
Faster close, clean statements, fewer surprises.
Includes
- Multi-year financial modeling and forecasting
- Capital allocation and investment analysis
- Scenario planning and sensitivity analysis
- Cash flow optimization strategies
- Working capital management
- Debt and equity financing guidance
Not included (moved to higher tiers):
company KPIs, standards, performance systems, banking/board work
Tier 2
Financial Controller
Best for:
Growing businesses that need tighter controls, management reporting, and forward visibility
Core outcomes:
Better decisions from consistent KPIs + a real forecast.
Includes (everything in Tier 1, plus
- Company-wide KPI set + monthly KPI dashboard
- 12-month forecast + monthly roll-forward
- New accounting standards / policy cleanup
- 2 meetings / month
- Unlimited async support
Why this fits “Controller”:
Controllers are typically responsible for the internal finance engine close, accuracy, controls, reporting cadence, while CFO's work expands into strategy, capital structure, and external stakeholders
Tier 3
Virtual CFO
Best for:
Businesses that want a part-time CFO to drive performance, lead finance rhythm, and manage banking/leadership reporting.
Core outcomes:
Predictable cash + performance accountability across departments/projects.
Includes (everything in Tier 2, plus
- Incentive plans (targets + bonus/commission logic)
- Performance by project + team member performance
- Department performance + customized department reports
- Bank relationships (lender updates, covenant tracking, funding conversations)
- Director / leadership meetings
- Resource planning (hiring plan, capacity vs budget, runway decisions)
- 6 meetings / month (weekly-ish cadence)
Why this fits “CFO”:
CFO scope commonly includes strategic planning, cash/forecasting, KPI reporting, board/investor communication, and risk oversight.
Tier 4
Strategic Partner (Board Level)
Best for:
CEOs who want a finance leader in the room for high-stakes decisions: growth bets, fundraising, pricing, M&A, restructuring, expansion.
Core outcomes:
Better strategic choices, stronger capital outcomes, and execution discipline.
Includes (everything in Tier 3, plus
- Strategic finance leadership: business model economics, pricing/margin strategy, scenario planning, KPI tree/OKRs
- Capital strategy: funding roadmap, capital structure planning, refinancing/recap support (as needed)
- Investor & board readiness: board pack narrative, investor updates, metrics storytelling, board meeting support
- Transactions (as needed): M&A / diligence support, valuation inputs, integration finance planning
- Operating cadence: weekly exec meeting + monthly/quarterly strategic review
- Cross-functional accountability: targets, owners, timelines, decision logs
Positioning line for your site:
Strategic Partner is not “more reports.” It’s a finance leader who helps the CEO make (and execute) the right decisions around growth, capital, and risk.
Industries We Excel In
Specialized Expertise Across Key Industries
Real Results:
$900M Manufacturing Company
- Automated production postings: 16 hours → 30 minutes
- Implemented contribution margin analysis
- Result: 40%+ sales increase through data-driven decisions
$300M Mining Company
- Redesigned financial close process
- Result: Month-end closure reduced from 14 days → 4 days
$200M Manufacturer
- Automated budgeting with Power Query and SharePoint
- Result: 40% efficiency improvement in planning process
Who This Is For
- Companies with $1-50M annual revenue
- Businesses experiencing rapid growth
- Companies preparing for financing or sale
- Organizations with reactive (not proactive) financial management
- Leadership teams making decisions without data
Why Fractional vs. Full-Time CFO?
- 60-70% cost savings vs. full-time hire
- Immediate access to senior expertise (no hiring delay)
- Scalable commitment as your needs evolve
- Fresh perspective from outside your organization
- Broad experience across industries and situations