Fractional CFO services
Fractional CFO services for growing companies
Forecasts you can plan around, KPIs that matter and a financial partner in every big decision, at a fraction of the cost of a full-time CFO.
Starting at$8,500 / month
Best for$1M–$40M revenue companies
IncludesController-level close and reporting
Reviewed by Calvin Wu, CPA (inactive) · Updated October 2026
In short
Part-time CFO leadership for $1M to $40M companies: forecasting, cash flow, KPIs and investor reporting, from $8,500 a month.
Starting price$8,500 / month
IncludesController close, forecasting, investor reporting
Best for$1M–$40M companies
Alternative toA full-time CFO hire
The gap we fill
Strategic finance leadership, without the full-time hire
Need help maintaining forecasts, identifying key performance indicators and monitoring the metrics that matter most? Whether you are making a significant decision or need numbers to back a strategy, a fractional CFO bridges the gap between bookkeeping and leadership.
We deliver actionable insight, track KPIs and provide the financial support that moves your business forward, led by a team with Big 4 training and operating experience inside high-growth companies.
“Our aim is not to be the lowest-priced service in the market but the best-priced for the value you receive: Big 4-quality finance work at a fraction of the cost.”
Calvin Wu, CPA (inactive), Founder
What’s included
Your fractional CFO, month to month
Every Strategic CFO engagement is built from these components and tailored to where your business is today.
01
KPI reporting and management
We identify, monitor and optimize the key performance indicators that show whether you are on the path to your goals.
02
Strategic planning and budgeting
Align financial goals with business objectives and build a roadmap for sustainable growth.
03
Budget vs. actual variance analysis
Monthly reports that surface trends early, so you can course-correct before small misses become big ones.
04
Cash flow management
Weekly or monthly cash forecasting, including 13-week models, for real visibility into liquidity.
05
Monthly team financial review
A standing review with your leadership team so everyone is aligned on the numbers and what they mean.
06
Pro forma modeling and cost optimization
Scenario models, COGS analysis and cost strategies to test decisions before you commit capital.
07
Investor and lender communication
Board materials, investor updates and pitch decks, plus a CFO in the room with banks and investors.
08
Works with your bookkeeper
We integrate with your internal or external bookkeeping team, or take the books on ourselves.
Is it time?
Signs you’ve outgrown bookkeeping alone
If several of these sound familiar, a fractional CFO will likely pay for itself.
- Cash feels tight even though revenue is growing
- You can’t say which clients, products or channels are most profitable
- Budgets are set once a year and never revisited
- You are preparing to raise capital, add debt or sell
- Investors, lenders or a board are asking for better reporting
- Big decisions are made on instinct because the numbers arrive too late
- Pricing, commissions or hiring plans haven’t been modeled against cash
Results
A 34-point margin swing for a marketing agency
Working as the agency’s strategic finance partner, we restructured the commission plan around cash flow, refocused the service mix on higher-margin offerings and re-engineered delivery. EBITDA margin moved from −17% to +17% while revenue compounded 30% a year.
−17%
Starting EBITDA margin
+17%
EBITDA margin, year three
30%
Revenue CAGR
3 yrs
Engagement
Packages
Choose the level of finance support you need
Most clients start with the Controller or Strategic CFO package. Both include our bookkeeping foundation.
Growth + Accounting
For businesses above $2M in revenue that need accrual-ready books.
Starting at$1,800/mo
- Unlimited bank and card accounts
- Weekly reconciliations and bill pay
- Weekly AR and AP aging
- Monthly financial review meeting
Controller
For businesses between $5M and $10M in revenue.
Starting at$4,500/mo
- Everything in Growth + Accounting
- Dedicated accountant point of contact
- Payroll and commissions (up to 10 employees)
- Budget vs. actual analysis
- Custom dashboards for stakeholders
Fractional CFO
Strategic CFO
For businesses that need CFO-level guidance.
Starting at$8,500/mo
- Everything in Controller
- Pro forma modeling and cost optimization
- Weekly or monthly cash flow forecasting
- Investor reporting package
- Strategic planning and quarterly reforecast
How it works
Up and running in weeks, not quarters
Free 30-minute call
We review your reporting, systems and the decisions coming up.
Proposal
A scoped package and monthly fee, agreed before any work starts.
Onboarding
System access, clean-up where needed, KPI and dashboard setup.
Monthly cadence
Close, report, review and plan, with your CFO on call between meetings.
FAQ
Fractional CFO questions
How much does a fractional CFO cost?
Our Strategic CFO package starts at $8,500 per month and includes everything in the Controller package plus forecasting, pro forma modeling, investor reporting and strategic planning. A full-time CFO typically costs far more once salary, bonus, equity and benefits are included. See the pricing page for every package.
When does a company need a fractional CFO instead of a full-time CFO?
Most companies between $1M and $40M in revenue need CFO-level thinking for specific decisions (a raise, a lender relationship, an acquisition, a pricing change, a cash squeeze) but not 40+ hours a week of it. A fractional CFO gives you that judgment on a part-time basis and scales up when a transaction or initiative demands it.
Can you work with our existing bookkeeper?
Yes. Our fractional CFOs work with internal or external bookkeepers and adapt to your existing processes. If the books need more support, we can also take on bookkeeping or controller work directly.
What is a 13-week cash flow forecast?
It is a rolling, week-by-week projection of cash receipts and disbursements over the next quarter. It shows exactly when cash gets tight, so you can time payments, collections, hiring and financing before a shortfall becomes a crisis. We build and update it weekly for clients who need tight liquidity management.
How quickly can you get started?
After a free 30-minute consultation we send a tailored proposal. Once it is agreed, onboarding begins with access to your accounting system and a review of your current reporting, so the first management report reflects your real numbers.
Related services
Where CFO work often leads
M&A support and exit planning
Get exit-ready or buy with a clear view of earnings quality.
Strategic advisory
Senior counsel for turnarounds, capital events and board readiness.
Next step
Get CFO-level clarity on your numbers
Book a free 30-minute consultation. We’ll look at where your finance function is today and what level of support makes sense.
