Our services

Fractional CFO services

We work with businesses from $750K to $30M+ in revenue. Whether you just need your numbers made clear or a hands-on CFO at the table every week, we have a tier for that.

What is a fractional CFO?

A fractional CFO is a Chief Financial Officer who works with your business part-time, typically a few hours per week or month. You get serious financial strategy without paying the $200K-$400K+ annual cost of a full-time hire.

We work alongside your bookkeeper and CPA, not instead of them. They handle the transactions and taxes. We take that data and turn it into decisions about where to grow and how to spend.

Pick the tier that fits

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

Foundation

$750/month

$750K to $1.5M revenue

For growing businesses that need to actually see their numbers and have someone to call when a big decision comes up.

Book a Walkthrough

Included

  • Monthly financial reporting
  • Cash flow visibility
  • Quarterly strategy call
  • KPI tracking & reporting
  • Email support
  • Annual financial review

Recommended

Momentum

$3,250/month

$1.5M to $5M revenue

For businesses that are ready for real financial systems and want their decisions backed by actual numbers.

Book a Walkthrough

Included

  • Everything in Foundation
  • Full financial systems buildout
  • Monthly CFO advisory meetings
  • Budget & forecast development
  • Profitability analysis by segment
  • Accounting system optimization
  • Cash flow forecasting
  • Board/leadership reporting

Steward

$5,500+/month

$5M+ revenue

For established businesses that need a CFO in the room, not just on the books.

Book a Walkthrough

Included

  • Everything in Momentum
  • Weekly financial reviews
  • Full CFO services
  • Strategic planning & scenario modeling
  • Debt & capital strategy
  • M&A and growth advisory
  • Team financial training
  • Custom reporting & analytics

Need hands-on-the-books help? Controller and bookkeeping services are available as an add-on to any tier.

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

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 a punch list and a clear read on which tier fits, if any.

Book a Walkthrough