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Our Core Service

As a your Strategic CFO our goal is to help you take your business to the next level of profitability and efficiency.

CFO explaining revenue projections to a business team.

Fractional CFO

What is a fractional CFO? We are your strategic financial leader tailored to your business’ needs. We provide expert guidance in cash flow management, budgeting, financial analysis, and long-term planning for sustainable growth. We focus on maximizing profits and operational efficiency, empowering small businesses with the insights needed to make smarter, data-driven decisions on a part-time basis.

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CFO working on cost-cutting strategies to improve net profit.

Strategic Advising

We provide our clients with three core insights in order for their business to truly thrive. We provide you with a Dynamic Revenue Forecast, Cash Flow Management Strategies, and Profitability Tactics. When all three of these key elements are in place it makes for predictability, stability, and success as you scale and grow in your business. By partnering with us you’ll be able reach your goals faster and with more clarity.

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Payroll Manager running payroll after checking the cash flow management report.

Data Driven Insights

We’ll build you a Financial Model and Business Toolkit that provides a level of insight unparalleled in the marketplace. We believe in a wholistic approach as your CFO. This means analyzing ALL relevant business data, from sales to marketing and even how morale, retention, hiring, and customer satisfaction all affect the bottom line. At the end of the day people are the most valuable asset your business has; both customers and your staff.

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Common Problems Small Businesses 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.

Our Expertise

What Sets Us Apart?

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Our Business Model Solution

New and growing businesses have a lot of administrative processes to put in place. We’ll help ensure you aren’t missing any vital pieces by building a solid foundation.

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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.

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Financial Model

Gaining clear insights from data can only happen if the financials are organized and presented in a clear understandable format. Whether looking to grow or form your exit strategy we are ready to help.

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Fractional CFO consulting with a business owner about financial strategy.

Business owner reviewing financial reports with a Fractional CFO.

Who We Are

Our Mission Is To Help Your Business Prosper

We provide unmatched financial clarity and support through our Fractional CFO & Business Advisory services designed specially for small enterprises. Our client’s typically make anywhere from $2 million to $50 million per year or more in gross revenue.

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Years of Experience

Organizations Served

Mil. Assets Overseen

Ready to Elevate Your Business?

Partner with us to unlock your business’s potential and achieve sustainable growth today.

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Insights and Tips

Explore Our Latest Articles

CEO and CFO Winning in Business from Smart Data Driven Decisions

The CFO’s Playbook for Crushing Numbers & Winning at Finance 💸

Hey there, financial maestros and spreadsheet slayers! 🎹 It’s time to dive into the magnifiying…

Business owner discussing investment strategies with a CFO.

The Essential Guide to Boosting Restaurant Profits and Enhancing Customer Satisfaction

Hey there, restaurateurs and foodie friends! Ready to transform your eatery from just “meh” to…

What is a Fractional CFO, and how can one help my business??

A Fractional CFO provides strategic financial guidance on a part-time basis, helping businesses with forecasting, budgeting, cash flow management, financial reporting, and profit optimization without the cost of a full-time CFO.

How do I know if my business has a cash flow problem?

If you’re constantly stressing about making payroll, covering expenses, or managing seasonal revenue fluctuations, you likely have a cash flow issue. Many small business owners make the mistake of focusing on revenue without properly managing expenses, invoicing cycles, and working capital. A Fractional CFO helps by implementing cash flow forecasting, expense tracking, and financial planning to identify gaps and prevent cash shortages before they happen. Regardless of the industry, we can help ensure steady cash flow and financial stability through providing insights and a plan of action moving forward.

What industries do you specialize in as a Fractional CFO?

We serve a variety of industries, including restaurants and multi-location businesses, real estate companies, home services businesses (HVAC, plumbing, roofing, general contractors), SaaS startups, and professional services firms (law firms, accounting firms, marketing agencies, and consultants).

How do CFO services help small businesses grow?

A Fractional CFO helps businesses increase profitability, improve cash flow, create accurate financial forecasts, and develop strategic plans for growth. Whether you’re a restaurant owner, real estate investor, or SaaS startup founder, having a CFO ensures financial clarity and better decision-making.

What financial reports do you provide?

We provide detailed profit and loss statements, cash flow statements, balance sheets, financial forecasts, budgeting plans, and customized reports tailored to industries like real estate, SaaS, restaurants, and home services.

How do your services differ from bookkeeping?

While bookkeeping records transactions, a Fractional CFO focuses on financial strategy, forecasting, cash flow optimization, and business growth planning. We also oversee financial reporting, business analysis, and capital-raising strategies, and more. One of the services our clients love is producing consolidated financial reports when an owners has multiple locations or business entities.

How can a CFO help with cash flow management?

Our cash flow management services include monitoring revenue streams, reducing expenses, optimizing accounts payable and receivable, and ensuring your business has adequate working capital. This is crucial for industries like restaurants, real estate investors, and SaaS companies with fluctuating cash cycles.

Why is budgeting important for small businesses?

Effective budgeting helps businesses allocate resources, plan for growth, and avoid financial pitfalls. Our financial planning and budgeting services ensure that home services businesses, multi-location franchises, and SaaS startups have a roadmap for profitability.

How do you forecast revenue for my business?

We use historical financial data, industry trends, and business-specific factors to create accurate financial forecasts that help restaurants, real estate companies, and SaaS businesses plan ahead.

How can a CFO help with raising capital?

We assist with financial modeling, investor presentations, loan proposals, and cash flow analysis to ensure businesses secure the right funding sources. Whether you are thinking of getting a line of credit, forming a syndication, finding investors through a Regulation D, Section 506 (b or c) offering, using crowdfunding, or using some other creative strategy, we can help.

What financial strategies help businesses scale?

A growth-focused CFO provides dynamic financial forecasting, cash flow strategies, and data-driven advice for decision-making to support a business’ growth. Scaling efficiently requires you have the most relevant information presented in a clear and concise manner to aid business owners in their decision making process. We save you time and free up mental capacity so you can focus on operations and scaling your business.

When should I hire a Fractional CFO?

If you’re experiencing rapid growth, cash flow issues, profitability challenges, or preparing for expansion, hiring a Fractional CFO can provide the financial leadership you need.

How can a CFO help a restaurant increase profit margins?

We provide cost control strategies, menu pricing analysis, labor cost optimization, and cash flow forecasting to ensure restaurant owners maximize profitability and minimize financial risks.

How can a Fractional CFO help me reduce financial stress?

Many small business owners struggle with thin profit margins, cash flow problems, and unpredictable revenue cycles. A Fractional CFO provides profitability analysis, expense optimization, and strategic financial planning to help businesses like restaurants, real estate firms, home service providers, SaaS startups, and professional services increase their bottom line. By implementing budgeting strategies, pricing optimizations, and cost control measures, we ensure your business is financially stable, scalable, and more profitable.

What financial strategies do you offer for multi-location businesses?

We help multi-unit business owners manage financial reporting across locations, improve operational efficiency, and optimize cash flow to scale successfully.

How can a Part-time CFO help my real estate investment business?

We assist with cash flow management, financial forecasting, work with your CPA on tax strategies, investor reporting, and profitability analysis to help real estate investors maximize ROI.

What financial reports should a real estate investor track?

Key reports include cash flow statements, profit and loss reports, rental income tracking, and property acquisition budgets to ensure long-term growth.

What are the biggest financial challenges for home service businesses?

Common issues include seasonal cash flow fluctuations, inconsistent revenue, high labor costs, and inefficient budgeting. A CFO helps optimize cash flow and profitability.

How can financial planning help HVAC, plumbing, and roofing companies?

We create dynamic forecasts, can help manage job costing, and develop strategies for profit optimization to help HVAC, plumbing, and construction businesses scale profitably. Having the right operating systems and tools in place is essential to staying organized and scaling these businesses.

How can a CFO improve a SaaS company’s recurring revenue?

We analyze customer lifetime value (LTV), churn rate, and subscription pricing models to help SaaS startups optimize recurring revenue streams. We special in profit optimization.

How can a CFO help a law firm or accounting firm grow?

By improving cash flow cycles, analyzing operational hiccups, and implementing financial forecasting strategies, a CFO ensures that professional service firms remain profitable while ensuring scalability.

What financial reports should a marketing agency track?

Marketing agencies should focus on client profitability reports, revenue forecasts, cash flow projections, and operational efficiency metrics. We help you see your business more clearly so you can make informed and timely data driven decisions.

What are the most common financial mistakes small business owners make, and how can a CFO help avoid them?

Many business owners unknowingly make critical financial mistakes that stunt their growth, such as:
✅ Not having a financial forecast – Operating without a clear budget and forecast can lead to unexpected cash shortfalls.
✅ Ignoring profitability metrics – Business owners often focus on revenue rather than profit margins and cost control.
✅ Failing to plan for taxes – Without tax planning, businesses risk unnecessary liabilities and cash flow disruptions.
✅ Lack of financial reporting – Not reviewing monthly financial statements leads to poor decision-making.
A Fractional CFO helps fix these issues by providing financial analysis, strategic planning, tax optimization, and cash flow management, ensuring your business is on track for long-term success.

Client Success Stories

Hear from Our Happy Clients

Working with Solidify Solutions has transformed our financial management practices. Their insights helped us make informed decisions that propelled our growth.

The team’s dedication and expertise in advising our small business elevated our operations significantly. Each session provided valuable insights that we implemented immediately.

Thanks to Solidify Solutions, we now have a clear financial outlook and a solid plan for the future. Their support has been invaluable.

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Discover How We Can Help Your Business Thrive

Connect with us today and start your journey towards sustainable growth and financial clarity with our expert guidance.

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