TRANSFORM YOUR BUSINESS
Fractional CFO Services for Growing Small Businesses
Outsourced CFO Services We Provide
Common problems small business face and how we help solve them
Unclear ROI from Ad Spend & Sales Team Performance
Marketing and Sales are the Cash Flow Engine of your business. We provide you with clarity on your cost to acquire a customer, average order value, number of purchases per customer, what your most profitable channels are, and how well your Sales Team is performing.
Cash Flow Management Issues
We create cash flow forecasts and management strategies that identify timing gaps between payables and receivables. You may look to optimize your working capital by renegotiating terms with vendors & clients. Raising capital may be a viable option as well .
Lack of Budgeting and Forecasting
We develop and maintain regular budgets and rolling forecasts, use data analytics to model “what-if” scenarios for strategic decision-making, and track performance against budgets. We look at your spending trends and create dynamic revenue projections.
Indequate Financial Reporting
We implement a financial reporting system that generates clear business financials with a custom dashboard using key performance indicators (KPIs). We look at costs, profitability, and marketing spend to ensure you are growing a sustainable business.
01
Business Model Solution
02
Operating System
The most successful businesses run on a well defined and developed operating system. Operations should be efficient and effective by producing desired results.
03
Financial Model
Insights and Tips
Explore Our Latest Articles
How Fractional CFOs Transform Leadership and Drive a High-Performance Financial Culture Across Industries
How Fractional CFOs Transform Leadership and Drive a High-Performance Financial Culture Across Industries How Fractional…
Financial Strategy Insights: Fractional CFO & AI-Driven Financial Strategies for Home Services and Real Estate
Financial Strategy Insights How Fractional CFO Services and AI-Driven Financial Strategies Accelerate Growth for Home…
FAQs
What are outsourced CFO services and how can they benefit my business?
Outsourced CFO services provide your business with executive-level financial expertise without the cost of a full-time hire. Our outsourced CFO services include strategic financial planning, budget development, investor relations, and financial reporting. As your business financial consultant, we help companies improve profitability, secure funding, and make data-driven decisions that drive growth while reducing overhead costs by up to 70% compared to hiring an in-house CFO.
How do part time CFO services differ from traditional financial consulting?
Part time CFO services offer ongoing, strategic financial leadership rather than project-based consulting. Unlike traditional accountants who focus on historical reporting, our part time CFO services provide forward-looking financial strategy, including cash flow management services and financial forecasting services. We become an integral part of your leadership team, attending board meetings, developing long-term financial strategies, and providing the high-level financial guidance typically reserved for larger corporations.
How do professional cash flow management services prevent business financial crises?
Professional cash flow management services identify potential shortfalls weeks or months in advance, allowing proactive solutions rather than reactive crisis management. We implement weekly cash forecasting, optimize payment timing, improve collections processes, and establish credit facilities before they’re needed. These services have helped our clients avoid costly emergency financing and maintain vendor relationships during challenging periods.
When should a growing business consider outsourced CFO services?
Businesses typically benefit from outsourced CFO services when they reach $1-10 million in revenue and face complex financial challenges like raising capital, managing rapid growth, or improving profitability. Signs you need a business financial consultant include difficulty accessing timely financial reports, cash flow problems, investor or lender requests for sophisticated financial analysis, or when you’re spending too much time on financial management instead of running your business.
Client Success Stories