Hiring a fractional CFO offers several advantages, including:

• Cost savings compared to a full-time CFO.
• Access to high-level financial expertise on an as-needed basis.
• Strategic financial planning and guidance to support business growth.
• Improved financial management, budgeting, and forecasting.
• Enhanced cash flow management and profitability analysis.
• Assistance with fundraising, mergers and acquisitions, and exit strategies.
• Efficient and streamlined financial operations.

There is no quantitative answer to when a company should engage a full or part time CFO. Fractional CFOs work with companies of all sizes, our clients have ranged from pre-revenue to millions in annual sales, and from one or two employees to over 20. If your business lacks financial expertise within the organization, has complex financial operations, is experiencing rapid growth or expansion, lacks financial controls, does not have a financial strategy, does no financial planning, struggles with cash flow management, and/or is challenged with financial decision making then it is time to speak with a fractional CFO to see how they can help.

Fractional CFO services are suitable for businesses of all sizes, including startups, small and medium-sized enterprises (SMEs), and even larger organizations. Whether you need assistance with financial planning, cash flow management, budgeting, or financial analysis, a fractional CFO can provide valuable insights and support regardless of your business’s size.

Absolutely! We have experience in fundraising, securing loans, and even grant applications. We can assist you in developing a compelling financial strategy, preparing financial projections, and presenting your financials to potential investors or lenders. Our goal is to help you maximize your chances of obtaining the funding you need to fuel your business growth.

Our fractional CFO services are tailored to your specific needs. We work closely with you to understand your business goals, challenges, and financial requirements. Our CFOs collaborate with your team to provide strategic financial advice, analyze financial data, develop financial plans, and implement effective financial controls. The engagement can range from a few hours per month to several days per week, depending on your business’s needs.

The duration of a fractional CFO engagement can vary depending on the specific needs and goals of the client. We offer flexible engagement options to accommodate various timelines. Some engagements may span a few months for specific projects or financial assessments, while others may continue on an ongoing basis for several months or even years. Our aim is to provide the right level of support for as long as necessary to achieve your financial objectives and ensure your ongoing success. We work closely with our clients to determine the optimal engagement duration based on their unique circumstances and desired outcomes.

Certainly! We understand that businesses may have specific short-term projects or financial initiatives that require expert guidance. We offer our services for both short-term and long-term engagements based on your needs. Whether you need assistance with a financial analysis, budgeting, cash flow management, fundraising, creation of custom templates and calculators, or any other specific project, we are here to help. We can provide targeted support for short-term projects, ensuring that you receive the expertise you require to achieve your project goals efficiently and effectively.

No, we do not take equity in the company. As a fractional CFO service provider, our focus is on providing expert financial guidance and support to help your business thrive. We believe in maintaining a transparent and mutually beneficial relationship with our clients. Our primary goal is to help you achieve financial success and growth without any ownership or equity stake in your company. Our compensation is based on the agreed-upon fee structure for our services, ensuring that our interests align with yours in driving your business forward.

A financial model is a powerful tool that helps you gain valuable insights into your business’s financial performance, make informed decisions, and plan for the future. It is used for strategic planning, goal setting, progress evaluation, business valuation and fundraising, contract negotiations, cash flow management, scenario analysis, risk management, financial reporting, decision making, and preparation for expansion and growth. It is the most important tool used in data driven decision making.

Getting started is easy. Simply schedule an initial consultation to discuss your business’s specific needs, objectives, and determine how our fractional CFO services can best support you. From there, we’ll work together to create a customized plan that aligns with your goals and budget.

To schedule your consultation fill out our contact form, email us at [email protected] or call us at 587-323-8642.