FOR SMALL & GROWING BUSINESSES

Fractional CFO for Small Business

Most small businesses don't need a full-time CFO, but they do need someone who can turn the numbers into decisions. That's what we do, with 25 years of corporate finance and accounting experience behind it.

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Two people reviewing business documents together
Start with a clearer picture.Financial assessments from $500.Compare packages →

Signs you need CFO help

  • You see the P&L every month but don't know what to do with it.
  • Cash feels tight even when sales are up.
  • You're planning a hire, a new location, a loan or an acquisition.
  • You want a budget and forecast you actually use.

What a small business CFO does

  • Reviews your monthly results and explains what's driving them.
  • Tracks the few KPIs that matter for your business.
  • Plans cash flow to help anticipate upcoming needs.
  • Builds budgets, forecasts and break-even numbers.
  • Prepares the analysis lenders and buyers ask for.

How we work with small businesses

Start with a one-time Financial Assessment from $500. If ongoing help makes sense, move to monthly CFO support from $2,500/month. See all pricing.

We work with companies across the U.S., remotely, with in-person meetings available.

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Let’s plan your next move.

Tell us where your business stands and where you want to go.

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