CFO Services for Every Business Need

A fractional CFO typically works with multiple clients on a part-time basis, providing strategic financial leadership for a fraction of what a full-time CFO would cost. An outsourced CFO arrangement usually involves a more comprehensive engagement where the CFO function is fully delegated to an external provider, often including oversight of accounting staff and day-to-day financial operations. The right choice depends on whether you need strategic guidance only or full-service financial management.

Your business likely needs CFO services if you are experiencing rapid growth and struggling to forecast cash flow, preparing for fundraising or an acquisition, making major strategic decisions without solid financial data, spending too much time on finances instead of running your business, or if your current financial reporting does not provide actionable insights. Most businesses between $2M and $50M in revenue benefit significantly from professional CFO guidance.

Most clients see meaningful impact within the first 30 days. During the initial weeks, we conduct a thorough assessment of your financial operations, identify quick wins, and establish baseline metrics. By month two, you will typically have improved financial reporting, clearer cash flow visibility, and a roadmap for addressing any identified gaps. Strategic initiatives like fundraising preparation or financial system implementations take longer but benefit from early groundwork.

We work across a variety of industries including technology and SaaS, healthcare, manufacturing, construction, professional services, and hospitality. While financial fundamentals apply across sectors, each industry has unique metrics, compliance requirements, and operational considerations. We match clients with CFOs who have relevant industry experience to ensure you get advice that accounts for your specific business context.

We offer flexible engagement models based on your needs. Most fractional CFO engagements range from 8 to 20 hours per month at a fixed monthly rate, which provides predictability for budgeting. Part-time arrangements start at just 4 hours monthly for businesses with lighter needs. We do not charge by the hour for most services because we want to focus on outcomes, not timekeeping. During your initial consultation, we will recommend an engagement level based on your specific situation.

Flexibility is built into our model. Many clients start with a lighter engagement and increase hours during busy periods like fundraising, year-end close, or strategic planning cycles. Others scale down after major projects are completed. We conduct quarterly reviews to ensure your engagement level still matches your needs, and adjustments can typically be made with 30 days notice.