Strategic financial planning
Annual budgets, 12-month cash flow forecasts, and scenario planning so you always know where your business is headed — not just where it's been.
CFO & Advisory
Your business needs a CFO. You don't need one full-time.
Get senior financial leadership — forecasting, cash flow strategy, and decision-making support — for a fraction of what an in-house CFO costs.
Licensed advisors
500+ businesses served
Free 30-min strategy call
Starting from ,497/mo
What It Is
What Fractional CFO means for your business
A full-time CFO earns $250,000 or more per year. Most small and mid-size businesses can’t justify that cost — but they still need CFO-level thinking to grow strategically, manage cash flow, prepare for funding, and make high-stakes decisions with confidence.
Our Fractional CFO service gives you access to a senior financial strategist on a part-time basis. We embed into your business, learn your numbers inside out, and provide the financial leadership you need — without the full-time overhead.
This service is ideal for businesses doing $500K+ in revenue that have outgrown their bookkeeper but aren’t ready for a full-time finance team.
What you get with Fractional CFO
Board-ready reporting
Investor decks, lender packages, and executive dashboards prepared to the standard that banks, investors, and partners expect.
Real-time decision support
Before you hire, expand, invest, or sign a major contract — you'll have a financial expert running the numbers and stress-testing the assumptions.
How Fractional CFO works
Financial assessment
We spend the first two weeks inside your financials — understanding your business model, cost structure, revenue streams, and biggest risks.
90-day roadmap
We build a prioritised financial roadmap: what to fix first, what to optimise, and what opportunities are being left on the table.
Ongoing CFO partnership
Monthly strategy sessions, weekly check-ins as needed, and always-on access for questions, decisions, and urgent situations.
Quarterly business review
Every quarter we review performance against plan, update the forecast, and reset priorities for the next 90 days.
FAQ
Common questions about Fractional CFO
Still have questions? Talk to one of our advisors — no obligation.
Book a free call-
A bookkeeper records transactions. An accountant reports on what happened. A CFO uses financial data to drive what happens next — forecasting, strategy, capital allocation, and growth planning. All three roles are valuable and serve different purposes.
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Typically 8–20 hours per month depending on your needs. This is structured around your business rhythm — monthly close, board meetings, growth milestones — not a rigid hourly schedule.
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Businesses doing $500K to $10M in annual revenue are the sweet spot. You’ve grown beyond basic bookkeeping but aren’t yet at the scale that justifies a full-time CFO. If you’re raising capital, planning an exit, or preparing for rapid growth, this service is particularly valuable.
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Yes. We work alongside your existing team, not instead of them. We sit above the bookkeeping layer — interpreting the numbers, building strategy, and making sure your financial infrastructure supports your goals.
Ready to Start?
Ready for financial leadership that actually drives growth?
Book a free call and we'll show you what a Fractional CFO would do in your business in the first 90 days.
No commitment. Free 30-minute strategy call.