Fractional CFO
Starting at just $2000
A fractional CFO is an experienced Chief Financial Officer who works with a business part-time, on contract, or as needed—rather than as a full-time, in-house executive. In other words, you get high-level financial strategy and leadership without the cost of hiring a full-time CFO.
Who Uses a Fractional CFO?
Small- to mid-sized businesses that aren’t ready for (or don’t need) a full-time CFO, but want expert financial leadership to grow confidently.
Included Services
Monthly Bookkeeping & Financial Operations
- All items in Premium Bookkeeping & Advisory Package
- Monthly financial statements (P&L, Balance Sheet, Cash Flow)
- Custom performance dashboards tailored to your KPIs
- Variance analysis with explanations and key takeaways
- Job, project, or department-level reporting (as applicable)
- Benchmarking against industry norms or prior-year performance
- Monthly financial review meeting with action-focused recommendations
- Cash flow analysis + forecasting
- Budget development + quarterly budget-to-actual reviews
- Profitability analysis and scenario planning
- Guidance on pricing, cost control, and margin improvement
- Evaluation of financial health, growth opportunities, and risks
- Support for major decisions (investments, hiring, expansion, etc.)
- Financial best practices and process improvement recommendations
Exclusions (Available as Add-Ons)
- Clean-up or historical catch-up bookkeeping
- Payroll processing
- Sales tax filings
- Bill pay or collections workflows
- Inventory management or advanced job costing
- Long-term financial modeling beyond 12 months
- Capital raise support or investor pitch materials
Client Responsibilities
- Provide timely access to financial systems, documents, and business updates
- Communicate major business changes that may impact financials
Your Fractional CFO Is Ready When You Are
Full-service bookkeeping combined with high-level strategic guidance, profitability analysis, forecasting, and direct support for big decisions — all for a fraction of a full-time CFO salary.