Foundation
Looks back
$750K to $1.5M revenue
For owners who want a clear monthly look at where the business has been. We build from your past numbers. There's no forecasting at this level.
See pricingFractional CFOs for owner-led businesses across six industries · $750K to $30M+ in revenue
A CFO on your teamfor a fraction of the cost.
You're not failing. You just need someone in your corner who can see what you can't.
Book a WalkthroughSound familiar?
You're making six-figure decisions on gut feel
You don't know your real margins or cash position, and you're about to hire, expand, or take on debt.
You've outgrown your bookkeeper but can't justify a $200K+ CFO
Someone keeps the books. No one is thinking about what they mean for the business.
Revenue is growing but profit isn't keeping pace
More revenue should mean more profit. When it doesn't, you're usually the only one in the room worrying about cash.
The team
Dawson Schrader
Fractional CFO and AI
Mike Scheffert, FSCP
Fractional CFO
Jared Lee
Fractional CFO
Financial leadership that grows with you.
Start where you are. Move up a tier when the decisions get bigger, not before. Prices are on our services page.
Fractional CFO
Plans ahead
$1.5M+ revenue
A CFO who builds your financial systems and forecast, then sits with your team every month when the big calls get made.
See pricingFull finance function
Runs it
In place of a finance hire
We run your whole finance function: books, AP, AR, and the CFO seat. It costs about what you'd pay one good controller. We only take a few of these at a time.
See pricingCommon questions.
What is a fractional CFO?
A fractional CFO works with your business part time, so you get real CFO help without paying for a full-time hire. We get your numbers current, forecast cash flow, dig into profitability, and sit in your leadership meetings.
How is this different from a bookkeeper or CPA?
A bookkeeper records transactions; a CPA handles taxes. We take that data and help you use it: when to hire, what is actually profitable, where money goes next. We work alongside both, or bring in our own bookkeeper and run the whole finance function.
What size company do you work with?
Typically $750K to $30M+ in annual revenue. Most clients fall between $1.5M and $10M, past the bookkeeper stage but before a full-time CFO makes sense.
Do you require long-term contracts?
No. After onboarding, everything is month to month. Clients stay because the work speaks for itself.
Start with a Walkthrough.
It's free, it takes about 30 minutes, and you leave with something you can use whether or not we ever work together.
Send the books first
The last two years of P&Ls and a current balance sheet. That's enough for us to walk in with something real, not a blank page.
Goals first
We talk about the business, what you're building toward, and how it feels from where you sit. The numbers only mean something against that.
You leave with our read
One or two things we see in your numbers, and what we'd do about them. Yours to run with, or to hire us for.
We'll be honest
If we're not the right fit, we'll say so. We'd rather tell you that than sell you a seat you don't need.