Consulting CFO Services
Consulting CFO for SMB CEOs — from numbers to confident decisions
See cash runway clearly, price with confidence, and walk into board meetings prepared.
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​You need to watch every penny, and our experienced CFOs offer high-level expertise tailored to your business-specific needs, helping you make informed decisions, streamline financial operations, and prepare investor-ready financials – all at a fraction of the cost of a full-time executive.
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A consulting CFO can provide hard-to-find skills and help you plan for ongoing success. Each of our CFOs has at least ten years of experience as a CFO or V.P. of Finance.
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Cash and business financial clarity (1 - 5-year mode + monthly cash view)
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Confident product pricing, margins, and profit (unit economics + sensitivity tests)
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Investor and board-ready financial reporting (month-end close + KPI dashboards + reports)
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We deliver the following four base CFO frameworks:
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Planning and Strategy
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Financial Reporting
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Risk Management
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Regulations and Taxation Advice
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Our package offerings are:
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CFO Leadership (Core)
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CFO + Controllership (Growth)
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CFO + Controllership + Bookkeeping (All-in)
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In addition, our specialties are in the following areas of financial business:
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Unit Economics
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Capital Management
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Investigative / Forensic Financial Analysis
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AI Assessment and Company AI Policy Handbook
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Get Back 10 or 20 Hours a Week
We help you give yourself back 10 or 20 hours a week as a CEO or entrepreneur by taking the guesswork out of your financial budget, projections, or reports. We can help you with your spreadsheets in minutes, so you don't need to spend hours on them.
Tell A Compelling Financial Story
Financial storytelling is a powerful tool for communicating the “why” behind your numbers and making them more meaningful to your audience, whether they are your employees or your banks. Our seasoned fractional CFO can make your numbers lively and easy to grasp.
Make Sense of Your Accounting Book
Our fractional CFO helps you make sense of your debits and credits. How can your Chart of Accounts make or break your Profit & Loss, and how can your Balance Sheet wreak havoc with your earnings or strengthen it?
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KPIs That Are Right for You
Some KPIs help you to improve your sales, keep your costs under control, and maintain a healthy and productive workforce. But do you know many KPIs will waste your resources if not downright hurt your bottom line? We can help with that.
Worry-Free Billing - Fixed Monthly Fee
We don't charge by the hour. Our services are fixed at the same rate every month. No more worrying about what your fractional CFO will cost the next month.
Simplify Your Financial Statements
We produce simple-to-read financial statements and projections for our clients. We simplify all your calculations so you, your team, your investors, bankers, or readers don't have to pour through thousands of lines of numbers.
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Financial Strategy That Works
The right financial strategy will depend on your unique goals and current situation. There is no one-size-fits-all model. We focus on sound economic principles and, with your input, improve your savings and secure your company's future.
Budget Planning The Right Way
We embrace the ongoing budgeting process and help you calculate your monthly, annual, and future income. We prioritize expenses and goals, track spending, and leave room for surprises. We also help you evaluate your financial risks.
You Fund Raise With Ease
Sometimes, you only need to provide a high-level overview of your company's projected health to your investors. Other times, you will need to dig into the details of your financial spreadsheets. Do you know when to use one or the other?
We Respond To You Quickly
We respond to your initial question within eight business hours. In addition, we will estimate the time to find you a solution to your problem.
What Our Clients Say
