Our Services
The financial help your business actually needs
We work with businesses from $750K to $30M+ in revenue. Whether you need your first financial dashboard or a hands-on CFO at the table every week, we have a tier for that.
What is a fractional CFO?
A fractional CFO is a Chief Financial Officer who works with your business part-time, typically a few hours per week or month. You get serious financial strategy without paying the $200K-$400K+ annual cost of a full-time hire.
We do more than send reports. We organize your data, build dashboards you can actually read, sit in on leadership meetings, and make sure the people making decisions understand what the numbers mean.
We work alongside your bookkeeper and CPA, not instead of them. They handle the transactions and taxes. We take that data and turn it into decisions about where to grow and how to spend.
Pick the tier that fits
Every tier comes with a dedicated fractional CFO who learns your business and stays with you.
Foundation
$750K – $1.5M revenue
For growing businesses that need to actually see their numbers and have someone to call when a big decision comes up.
- Monthly financial dashboard
- Cash flow visibility
- Quarterly strategy call
- KPI tracking & reporting
- Email support
- Annual financial review
Momentum
$1.5M – $5M revenue
For businesses that are ready for real financial systems and want their decisions backed by actual numbers.
- Everything in Foundation
- Full financial systems buildout
- Monthly CFO advisory meetings
- Budget & forecast development
- Profitability analysis by segment
- Accounting system optimization
- Cash flow forecasting
- Board/leadership reporting
Catalyst
$5M+ revenue
For established businesses that need a CFO in the room, not just on the books.
- Everything in Momentum
- Weekly financial reviews
- Full controller + CFO services
- Strategic planning & scenario modeling
- Debt & capital strategy
- M&A and growth advisory
- Team financial training
- Custom reporting & analytics
Not sure which tier is right? Book a free discovery call and we'll help you figure it out.
How we work
We come alongside you
We do not send a report and disappear. We sit in the room with you and work through the hard stuff together.
We speak your language
We skip the jargon. If you can't act on it, we haven't done our job. Every number we show you should mean something to your business.
We join your meetings
We show up to your leadership meetings and planning sessions. Wherever financial decisions are happening, that is where we should be.
We build for the long term
The dashboards and systems we set up are built to scale. What works at $1M should still work at $10M.
Industries we serve
The financial fundamentals are the same whether you build houses or grow corn. Working across industries keeps us sharp.
Not sure which tier is right for you?
Book a free discovery call. We will learn about your business and point you to the right tier. No pressure.