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Project-based firms, professional services organizations, and growing businesses that need CFO-level financial strategy without the cost or commitment of a full-time executive hire.
Flexible monthly engagement with no long-term lock-in. No upfront recruitment fees. Support scales up or down based on business stage and strategic requirements.
Deltek Vantagepoint · Cloud-based ERP & accounting systems · AI-powered automation tools · Business intelligence & reporting platforms
Business diagnostics, strategic planning and advisory, operational review, financial modeling, and scenario planning. For organizations that need senior financial leadership guiding decisions without the overhead of a full-time executive.
Mergers and acquisitions support, financial due diligence, funding and investor relations, board advisory, board structure review, board training, and post-merger integration. For firms navigating transactions, building governance structures, or preparing for exit.
Controllership services, bookkeeping and administration, AR and AP management, payroll, tax planning, and taxation compliance. Operates as a standalone engagement or in combination with our Managed Accounting Services for fully integrated financial execution.
ERP needs analysis, platform selection, implementation leadership from the finance perspective, subject matter expertise through configuration and testing, and oversight of integrations and add-ons. Ensures your technology investment reflects how the organization actually operates.
Every growing firm reaches a point where financial decisions outpace the capacity of the team making them. Revenue is increasing, but margins aren't clear. Cash flow is healthy on paper, but unpredictable in practice. Expansion, acquisition, or exit conversations keep stalling because the financial foundation hasn't been built to support them.
A full-time CFO addresses that gap — but the cost and commitment rarely align until the firm is large enough to justify a permanent executive hire. In the meantime, critical decisions around risk, capital structure, investor relations, board governance, and operational efficiency are made without senior financial leadership at the table.
That's where a fractional CFO changes the trajectory — strategic oversight, financial discipline, and institutional knowledge from a seasoned executive, scoped to the organization's stage, embedded in the team, and engaged for exactly as long as needed.
Our fractional CFOs operate as embedded members of your leadership team — not as occasional advisors reviewing last quarter's numbers. Every engagement is scoped to your business stage and built around the specific capabilities your organization needs.
Strategic Planning & Advisory — Long-range financial planning, business diagnostics, and strategic advisory that connect financial performance to business decisions. Your CFO works alongside leadership to evaluate opportunities, stress-test assumptions, and build financial models that support confident action.
Operational Review & Risk Management — Assessment of current operational and financial processes to identify inefficiencies, control gaps, and risk exposure. Includes development of risk management frameworks, insurance and liability review, and the internal controls necessary to protect the organization as it grows.
Mergers, Acquisitions & Investor Relations — Financial due diligence, valuation preparation, transaction support, and post-merger integration management. For firms seeking investment, your CFO leads funding strategy, investor prospecting, and ongoing investor relations — ensuring the financial narrative is clear, credible, and compelling.
Board Advisory & Governance — Board structure review, board training, and ongoing advisory support that brings financial discipline to governance. Whether you're building a board for the first time or strengthening an existing one, your CFO ensures leadership has the financial visibility and reporting it needs to govern effectively.
Finance & Accounting Operations — Controllership services, bookkeeping and administration, accounts receivable and payable management, payroll, tax planning, and taxation compliance. This capability connects directly to our Managed Accounting Services practice — for firms that need both strategic leadership and hands-on financial execution, the two services work together as an integrated solution.
ERP Implementation Planning & Management — Needs analysis, platform selection guidance, and financial leadership through implementation. Your CFO serves as the subject matter expert from the finance perspective — ensuring the ERP reflects how the organization actually operates, integrations and add-ons are scoped correctly, and the implementation delivers real operational value rather than just a technology upgrade.
Assess — We start with a comprehensive business diagnostic: financial position, operational processes, team dynamics, risk exposure, and strategic objectives. Within days, we introduce the right CFO expert for your situation and deliver an honest assessment of where you stand.
Deliver Quick Wins — Most firms have immediate opportunities to improve cash position, tighten reporting, strengthen controls, or automate routine processes. Your CFO identifies and executes these within the first weeks of engagement — building credibility and momentum before tackling larger initiatives.
Set Objectives — Once the diagnostic is complete and goals are clear, we establish short- and long-term objectives with measurable benchmarks. Growth, profitability, acquisition readiness, board preparation, or exit — the plan matches the destination.
Embed & Execute — Your CFO integrates into your team, providing ongoing financial leadership across budgets, forecasts, board reporting, KPI dashboards, risk management, compensation planning, investor communications, and strategic decision support. The engagement flexes with your business stage — scaling up during transactions or critical periods, and scaling down when steady-state oversight is all that's needed.
