Financial complexity, simplified.
Strategic CFO partnership for $1M to $30M businesses, backed by FP&A analysts, controllers, and bookkeepers. We embed into your business to drive profitability, manage cash flow, and build the financial clarity you need to lead with confidence.
Five common signals it's time for CFO-level leadership.
If any of these sound familiar, we should talk.
Poor cash flow visibility
We implement forecasting and cash management so you always know where you stand.
Low or eroding profitability
We identify cost leaks, optimize margins, and build a path to sustainable profitability.
No strategic financial leadership
We guide company leadership with CFO-level financial wisdom for key decision making.
Unreliable data, reactive decisions
We deliver clean, timely reporting so decisions are based on facts, not guesswork.
Unclear or inefficient capital structure
We analyze your debt and equity mix to ensure your capital structure supports the business, not strains it.
"Before working with FinTeam, our books were out-of-tune: noisy, inconsistent, and impossible to rely on. We now have a symphony of numbers that are reviewed, verified, and aligned."
"Drake is genuinely enthusiastic about my business. He's not just about the numbers; he's made great introductions and keeps me informed about things that could affect the business."
"Drake simplifies financial complexities for our whole team so that we can get everyone rowing in the same direction."
We show you the value before you commit.
Before any engagement begins, we run a Drake Check: a structured A-through-F assessment across five pillars of your financial health. You see the findings, the proposed scope, and the value before you decide whether to work with us.
Most fractional CFO firms ask you to sign a contract and then tell you what's wrong. We do it the other way around. Combined with month-to-month billing and no minimum commitment, there's no risk in finding out whether we're the right fit.
Each pillar is graded and explained in plain English, with specific recommendations tied to the issues we find.
Schedule your Drake CheckThree things most fractional CFOs don't do.
There are plenty of fractional CFO firms. These are the three things that consistently set us apart.
A custom playbook, built during the Drake Check
Every client gets our proven monthly framework plus a 30/60/90-day playbook built for their specific goals. You know exactly what we're doing, when, and why.
A full pod, not just a CFO
CFO, FP&A analyst, controller, and bookkeeper working as one team. Strategic thinking and the operational execution to back it up, without hiring four people.
Values-based, biblically-rooted guidance
We believe finance is about stewardship. Excellence, trustworthiness, and humility shape how we handle your money, your team, and your decisions.
Your CFO. Your team. Your growth.
Fractional CFO services backed by FP&A analysts, controllers, and bookkeepers. Here's what that looks like in practice.
Forecasting & budgeting
Rolling 12-month forecasts, monthly budget-to-actuals with narrative, and scenario modeling for major decisions.
Cash flow management
Weekly or monthly cash forecasting, working capital optimization, and early warnings when trajectory changes.
Custom financial packages
Customized reporting, KPI tracking, and financial package delivery tailored to your industry and stakeholders.
Strategic planning & FP&A
Capital structure management, M&A advisory (non-brokerage), and the strategic thinking that moves the needle.
Stakeholder & investor relations
Board meeting reports, MD&A preparation, and direct CFO communication with your banks and investors.
Industry benchmarking & KPI frameworks
Deeper insights through industry associations and peer benchmarking, with custom KPI frameworks that show you how you're really performing.
Three tiers. All customizable.
Every tier includes values-based guidance, month-to-month billing, and no minimum commitment. We scope pricing to your business after the Drake Check.
Essential
Ideal for businesses ready for proactive financial management and strategic guidance.
- Values-based, biblically-rooted guidance
- Monthly cash flow forecasting & budgeting
- Custom financial packages & KPI tracking
- Strategic planning & FP&A
- Stakeholder & investor relations prep
- Monthly meetings & video summaries
- Tech stack consulting
- Annual FinTeam Wrapped report
Advanced
Ideal for businesses looking to elevate their financial operations with enhanced support.
- Twice-monthly strategic touchpoints
- Vendor negotiation & cost optimization
- Direct CFO contact with banks & investors
- Industry-specific benchmarking
- Bonus & incentive policy development
- One additional custom report
- C12, Vistage, EOS framework reporting
Signature
Ideal for larger or complex businesses seeking a full strategic financial partnership.
- Weekly meetings + on-demand advisory
- Multi-entity & multi-state solutions
- Fundraising & capital markets support
- Risk management & mitigation
- Board & stakeholder reporting
- Change management & staff training
- Strategic vendor selection
Need something more specific? All tiers are customizable with à la carte add-ons including bookkeeping, controller services, weekly cash flow forecasting, cost accounting, tech stack implementation, owner education, and one-time book cleanup.
Talk to us →Architecting financial clarity.
From break-even profitability to 1.8× valuation in 24 months.
A $300M AUM wealth management firm had the client relationships but was operating at near break-even despite strong revenue. We rebuilt liquidity, profitability governance, and forward visibility from the ground up.
Not ready to schedule? Start here.
Use our free cash flow tool to get a quick read on where your money is actually going. No sign-up required.
Find the cash leaks before they find you.
Most business owners can tell you their revenue to the dollar and have almost no idea where that revenue actually goes. Our free cash flow tool walks you through a structured view of your expenses so you can see what's eating your margin.
- Takes about five minutes to complete
- Identifies your three largest categories of spend
- Shows where you're above or below industry norms
- No email capture, no sign-up, no catch
Questions we hear on every call.
Either one. We can work with your existing bookkeeper and provide controller oversight, or we can bring in our own bookkeeping team as an add-on. Most clients start with oversight and move to our team once they see the difference in quality.
In your first month, you'll receive a monthly financial package, a clean monthly close, and a KPI dashboard. From there, we kick off recurring strategic meetings and execute against a custom 30/60/90-day playbook that we build specifically for your business during the Drake Check. We have a proven framework for what every client gets, and we go a step further by creating a playbook tailored to your specific goals, so the work we do every month is tied directly to the priorities we identified together up front.
A bookkeeper records what happened. A CFO tells you what to do next. We do both, but the strategic thinking is what you're paying for: forecasting, scenario modeling, board-level reporting, and decision support on the calls that actually move the needle.
None. We bill month-to-month with no minimum term. We believe you shouldn't be able to make a decision on working with us until you can see the value, which is why we lead with the Drake Check.
Absolutely. That's how we originally started. Our CFO services stand alone and work with whatever bookkeeping setup you already have, as long as the books are reliable. If they're not, we'll flag that in the Drake Check and show you options.
Ready to start your journey to financial clarity?
Let's build a financial roadmap that matches your vision. Schedule your Drake Check today.
Schedule your discovery call