Our services

Fractional CFO services

A fractional CFO works with your business part-time. You get CFO-level strategy without a $200K+ full-time salary. We work with owners doing $750K to $30M+ in revenue.

Pick the tier that fits

Every tier comes with a dedicated fractional CFO who learns your business and stays with you.

Foundation

$750per month

$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.

Book a Walkthrough

Includes:

  • A simple build of your past financial data
  • Monthly video overview of your numbers
  • Quarterly Zoom call
  • Email support
  • You keep your bookkeeper

Most clients

Fractional CFO

$3,250per month

Over $4M in revenue: starting at $3,999/month

$1.5M to $4M revenue

A CFO who builds your financial systems and forecast, then sits with your team every month when the big calls get made.

Book a Walkthrough

Includes:

  • Full financial systems build
  • Budget and forecast
  • Profitability by segment
  • Monthly call with the owner
  • Monthly Zoom with your finance and leadership team
  • Quarterly meeting attendance, on Zoom or in person
  • Email and phone support
  • You keep your bookkeeper

Full finance function

$12,000per month

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.

Book a Walkthrough

Everything in Fractional CFO, and:

  • We own AP, AR, and the books
  • Books closed every week
  • Weekly CFO meeting
  • Daily availability
  • A shared Slack channel
  • A company email address inside your business

Not sure which tier is right? Book a Walkthrough and we'll help you figure it out.

Want a quick read on cash first? Try the free cash flow calculator.

Industries we serve

The financial fundamentals are the same whether you build houses or grow corn. Working across industries keeps us sharp.

Construction

Agriculture

Consumer Packaged Goods

Lending & Finance

Nonprofit

Professional Services

Not sure which tier is right for you?

Take the Walkthrough first. Send the last two years of P&Ls and a balance sheet, and you leave with what we see and a clear read on which tier fits, if any.

Book a Walkthrough