Fractional CFO
Executive financial leadership, fully embedded in your business.
You don't always need a full-time CFO — but you do need the strategic clarity, financial discipline, and executive judgment one provides. We embed alongside your leadership team to deliver exactly that, calibrated to where your business is today and where it's headed next.
A complete finance function, on your terms.
From day-to-day discipline to long-range strategy — we own the outcomes a strong CFO is hired to deliver.
Strategic Planning & Forecasting
Translate vision into operating plans. Multi-year models, annual budgets, and rolling forecasts that align spend with strategy — and surface decisions before they become urgent.
- Annual operating plans
- Rolling 13-week cash forecast
- Multi-year scenario models
Budgeting & Cash Management
Operate from a position of financial strength. Budgets that drive accountability, cash management that protects runway, and the discipline to hold the line on both.
- Department-level budgets
- Cash flow modeling & oversight
- Working capital optimization
Systems & Software
The right tech stack pays dividends for years. We evaluate, implement, and optimize ERP, accounting, FP&A, and HR systems — turning fragmented tools into a unified financial backbone.
- ERP & accounting selection
- FP&A platform deployment
- Process automation & integration
Insurance & HR Oversight
De-risk the operational side of growth. We manage commercial insurance strategy, coordinate benefits and compensation programs, and ensure HR infrastructure supports the team you're building.
- Commercial insurance strategy
- Benefits & compensation review
- Compliance & policy oversight
KPI & Board Reporting
What gets measured gets managed. We define the metrics that matter, build the dashboards that surface them, and craft board materials that drive informed decisions — not just inform.
- KPI framework design
- Monthly board packages
- Investor & lender reporting
How we work together.
A partnership designed to compound — building muscle and infrastructure that outlast any single engagement.
Discover
Map the current state — your team, systems, financials, and the priorities that will shape the first 90 days.
Design
Define the financial operating model your business needs — reporting cadence, KPIs, controls, and decision frameworks.
Implement
Stand up the systems, processes, and reporting that bring the model to life — and embed them in how the team operates.
Operate
Run as your embedded finance leader — driving strategic decisions, evolving the function, and scaling alongside the business.
Let's build what comes next.
A 30-minute conversation is enough to understand where you are, where you're headed, and whether a fractional CFO is the right next step.