Fractional CFO Services

Senior CFO leadership on a fractional basis — forecasting, cash management, board reporting, ERP, and diligence support for SMB and PE-backed companies.

When You Need a Fractional CFO

Companies between $5M and $75M revenue that have outgrown a bookkeeper or controller but are not ready to justify a full-time CFO. PE-backed companies, founder-led businesses preparing for a transaction, and companies in rapid growth phases.

Core Deliverables

Rolling 13-week cash forecast, monthly reporting package, board and investor materials, ERP selection support, M&A diligence, audit readiness, and controls buildout.