Fractional CFO Services
Simplifying budgeting, managing cash flow, and forecasting the future
Our Objectives When Acting as Your Fractional CFO:
- Increase profitability
- Optimize cash flow
- Reduce reliance on debt
- Be generous
Fractional CFO Services
Budgeting
Ensure that your business's financial goals are tied to its strategic and operational goals.
Forecasting
Planning for the future and understanding how changes could impact your business.
CFO Reports
Have monthly conversations on how your business is doing, what you can improve, and where you're going.
Mergers & Acquisitions
Thinking about selling? Ready to sell right now? Have someone on your team to walk through every step of the process with you.
Fractional CFO FAQs
What's a Fractional CFO?
It's a part-time CFO for your business. Fractional CFOs are a cheaper, faster, and more nimble alternative to a traditional, full-time CFO.
Here's a full overview of what Fractional CFOs are all about.
Why do I need a Fractional CFO?
We simplify complex financial decisions.
We'll help you address existing issues within your business and use data to inform how we can reach your future objectives, goals, and dreams.
Most people who partner with a Fractional CFO either a) know how to operate like a CFO but don't have time or the mental capacity to or b) don't know how to operate like a CFO and need someone who can help them think in terms of dollars and cents. Most are in the second camp.
As an operator, leader, and visionary that is excellent at your craft or trade, why would you divert your attention away from your business's operations to learn about Excel, budgets, and forecasting? From a value-added perspective, it almost always makes more sense for the business owner to lead, sell, or operate... not to sit on their computer and plug numbers into a budget template in an Excel spreadsheet.
Can I just get Fractional CFO services without bookkeeping?
Absolutely! That's how we originally started our business. However, as we've grown and expanded, we've received many concerns and worries about the existing bookkeeping team within the companies we serve. We've seen the quality of bookkeeping work decrease, while the prices have continued to increase; this has frequently caused issues for our Fractional CFOs, as they are forced to do emergency clean-ups to address pressing issues within financial records.
While we have a limited number of bookkeepers in-house, we have relationships with many fabulous bookkeepers that we are happy to connect you with.