Businesses
Fractional CFO & Business Advisory
Senior financial guidance on budgeting, cash flow and growth decisions, without the cost of a full-time CFO.
Request a consultationOverview
Growing companies need financial leadership before they can justify a full-time chief financial officer. A fractional CFO engagement brings that perspective to your management meetings on a defined schedule.
The focus is practical: understanding margins and cash, preparing for conversations with banks and investors, and evaluating major decisions with numbers rather than intuition.
What the engagement can include
- Budgets, forecasts and cash flow planning
- Management reporting and key performance indicators
- Pricing and profitability analysis
- Preparation for bank financing and investor discussions
- Financial analysis of expansion, acquisitions or exit options
- Integration of tax planning into business decisions
How We Work
A clear process from the first conversation
Every engagement follows the same disciplined path, so you always know what comes next.
Step 1: Request a consultation
Tell us about your situation through the online form, by phone or by email.
Step 2: Initial review
The firm reviews your request and contacts you to schedule a conversation and identify the documents needed.
Step 3: Proposal & engagement letter
You receive a written scope of work and fees. Work begins only after the engagement letter is signed.
Step 4: Execution & ongoing advice
Filings, planning and follow-up are delivered on schedule, with direct access to your CPA throughout the year.
Consultation
Let’s talk about your tax situation.
Share a few details about your needs and the firm will contact you to arrange a private conversation.