Fractional CFOs bring a high level of financial expertise and experience, and can help you navigate complex financial challenges. Our CFOs are a more affordable alternative to hiring a full-time CFO, especially for smaller or growing businesses. They are forward-looking and focus on things like strategic planning, budgeting, internal controls, etc. Our CFOs can partner with you to help you understand what different decisions could mean for your company.

Services can include:

• Strategic financial leadership - Develop and implement financial strategies, analyze financial performance, identify areas for improvement

• Budget & forecast - Create realistic budget, forecast future financial performance, analyze variances

• Cash flow management - Monitor and optimize cash flow, ensure sufficient liquidity for operations and future investments

• Risk management - Identify and mitigate potential financial risks

• Cost savings - Identify and recommend cost-saving solutions, improve efficiency and profitability

• Technology recommendations to enable/simplify/support proper financial & operational reporting

• Financial & business case modeling services

• Tax planning strategies

• Unit economic analysis

Why your business may need a fractional CFO: Financial management & planning, or lack thereof, is often a reason why small businesses succeed or fail. Here are some examples of financial management:

• Liquidity/working capital management - Understanding the trajectory and timing of cash inflows, outflows and key operational drivers helps ensure the business has the capital it needs to achieve its objectives.

• Revenue & cost driver management - Understanding key revenue and cost drivers and levers a business can pull to improve profitability metrics and manage risk.

• Data-driven decision making - Leveraging financial and operational reporting to drive strategic business decisions. (i.e. can I afford to hire one more employee, should I open another location, etc.)

What does proper financial management look like?

• Accurate and timely financial & operational reporting tailored to each specific business -  Understanding where a business is at

• Budgeting & forecasting - Set forward looking realistic objectives aligned with where the business wants to go

• Cash forecasting & management - Setting specific KPI’s to ensure business has the cash it needs to operate

• Consistent Profitability Analysis - Understanding unit/customer economics, identifying areas of opportunity or risk

• Financial modeling to support strategic business decisions