Comprehensive Fractional CFO Services
Tailored Financial Expertise for Your Business's Unique Growth Journey.
Beyond Bookkeeping: Strategic Financial Partnership
We provide retainer-based strategic financial partnership offering deep financial analysis, forecasting, budgeting, strategic planning, fundraising guidance, and investor relations support, tailored for growth-oriented small to medium-sized businesses and startups. Our service is designed to be more strategic, more affordable, and less overwhelming than traditional options.
Our Services
Foundation Builder ($3,000/month)
Establishing foundational financial clarity and control for emerging businesses
Monthly Financial Statement Analysis (Profit & Loss, Balance Sheet, Cash Flow)
Key Performance Indicator (KPI) Tracking & Basic Dashboard Reporting
Initial Cash Flow Review & Basic Management Strategies
Monthly Strategic Review Meeting (1-hour virtual session)
Strategic Partner Elite ($10,000/month)
Comprehensive strategic financial leadership, preparing your business for significant growth and potential investment
All services from the Growth Accelerator tier
Guidance on Overall Business Strategy & Growth Initiatives
Support for Pricing Strategies & New Product/Service Launches
Fundraising Guidance: Investor Deck & Financial Model Preparation
Operational Finance Streamlining & Internal Controls Review
Weekly Strategic Advisory Sessions (1.5-hour virtual sessions)
Ad-hoc support for critical financial decisions
Growth Accelerator ($5,000/month)
Proactive financial planning and early strategic guidance to support business scaling
All services from the Foundation Builder tier
Detailed Proactive Financial Forecasting & Annual Budget Development
Ongoing Cash Flow Forecasting & Optimization
Profitability Analysis & Initial Cost Optimization Strategies
Bi-weekly Strategic Advisory Sessions (1.5-hour virtual sessions)
Identification of "DIY Financial Blind Spots"
Enterprise Premier ($20,000/month)
Deep, integrated financial partnership for complex business needs, M&A activities, and long-term value creation
All services from the Strategic Partner Elite tier
Full Investor Relations Support & Navigation of Funding Rounds (Debt/Equity)
Advanced Operational Efficiency & Technology Solutions Advisory
Comprehensive Exit Strategy Planning & Valuation Analysis
Dedicated On-Demand Strategic Support & Priority Access
Customized Project Support (e.g., M&A due diligence, complex financial modeling, specific industry analysis)
Ideal for Ambitious Businesses and Visionary Leaders
Early-stage startups seeking to establish robust financial foundations.
Scaling SMBs looking to optimize growth and attract investment.
Entrepreneurs overwhelmed by financial complexities and seeking strategic partnerships.
Businesses that have outgrown their current accounting solutions and need high-level financial insight.
Contact us
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