The financial leadership your business needs. Without the full-time cost.
A full-time CFO costs six figures a year. A bookkeeper only records what happened. You need someone in the middle: a strategic financial partner who leads your numbers, not just tracks them.
- •Small and mid-sized businesses that need CFO leadership but cannot afford full-time
- •Business owners whose numbers are running them instead of the other way around
- •Companies preparing to raise capital, apply for loans, or attract investors
- •Businesses scaling rapidly and needing financial controls to support growth
- •Owners in crisis who need immediate financial triage and a recovery roadmap
- ✓Monthly financial review and P&L analysis
- ✓Cash flow forecasting and management
- ✓Budget design and expense control framework
- ✓Profit First or equivalent cash allocation system
- ✓KPI dashboard: the numbers that actually drive decisions
- ✓Lender and investor presentation support
- ✓Strategic financial guidance on major business decisions
- ✓Direct access to your fractional CFO, not a report, a relationship
What makes this different from a bookkeeper?
A bookkeeper records transactions. An accountant files taxes. A CFO leads the financial strategy of the business. Our Fractional CFO service is the third option: the one most small businesses never had access to before.
Discovery Call
We assess your current financial situation, your biggest pain points, and what financial leadership looks like for your business.
Onboarding & Baseline
We review your financials, set up the framework, and establish your KPI dashboard. We define what good looks like for your business.
Ongoing Monthly Partnership
Monthly reviews, cash flow forecasting, strategic guidance, and direct access. We stay with you as your business grows.
clients
industries
states
jobs created
Also explore: ADD 360 - Commercial Growth Framework - Strategic Business Plans