Fractional CFO Services
Not every company needs a full-time CFO — but every company needs financial clarity and operational discipline. Our fractional CFO engagements provide senior-level leadership on a flexible basis: one day a week, several days a month, or ongoing strategic support.
This service is designed for growing businesses and investors who want CFO-level insight without the full-time commitment. We embed into the organization, providing the financial and operational oversight that drives better decisions and stronger performance.
We help clients and investors:
- Establish clean, reliable financials and forward-looking forecasts
- Build practical reporting, KPI, and cash management discipline
- Strengthen working capital performance and operational efficiency
- Support lender, investor, and board communication
- Provide cross-functional leadership and operational alignment
The goal is simple: deliver clarity, control, and performance that scale with the business.
Case Study
Industry / Context: Private equity–backed manufacturing business scaling operations
Challenge
A mid-market manufacturing company had reached a size where the complexity of operations, reporting, and financial controls was outpacing its internal finance leadership. They could no longer rely on a part-time controller and ad-hoc financial review. The business needed CFO-level insight, but not yet the cost or commitment of a full-time hire.
What We Did
We engaged with the company as a fractional CFO partner-in-action.
- Embedded at leadership level on a flexible basis to provide strategic financial oversight
- Built operating budgets, rolling forecasts, and scenario models to support growth decisions
- Strengthened controls, cleaned up reporting, and created weekly KPI dashboards for early warning signals
- Improved cash flow visibility and working capital discipline to free up funds for investment
- Balanced cost-effectiveness with senior-level capability, allowing the company to access high-end CFO experience without full-time cost
Result
The business moved from reactive financial management to proactive decision-making. Leadership gained clarity on growth levers, operational bottlenecks were identified, and investment timing improved. The fractional CFO model enabled high-impact leadership at a cost and commitment level aligned with the company’s stage. As the business scales further, they are now positioned to transition to a full-time CFO when the time is right.