Operate Your SMB Confidently with Our Experienced Fractional CFOs
We exist to make companies stronger by providing senior-level financial and reporting expertise – at a fraction of the cost of a full-time salary.
SMB Confidently
With Our Experienced
Fractional CFOs
Avoid a Critical Setback
with Strategic Expertise
Whether you’re navigating a crisis, or entering a high growth stage, you need sound strategic guidance more than ever. We often help our clients with:
- Setting their strategic financial vision
- Creating long-term financial models to support the strategic business plan
- Leading corporate opportunities analysis
- Driving financial activities
- Providing M&A analytical support and advice
- Advising on and assisting with recapitalization initiatives
- Supporting investors and boards
Drive Excellence
with Operational Support
We go far beyond financial modeling. Your Fractional CFO can help you streamline operations and bring order to chaos by:
- Optimizing processes and best practices
- Providing end-to-end project or department leadership
- Maintaining GAAP compliance
- Supporting Audit Completion
- Ensuring timely monthly financial reporting, management reporting and KPIs
- Facilitating public company filings
- Leading the management team through a formal budget process
We’ve spent nearly three decades cultivating a vast network of partners that we can tap into to support your growth.
You need more than academic financial theories. We’re used to being in the trenches and executing on those theories. We pride ourselves on rolling up our sleeves and executing alongside you.
We’re ready to operate in whatever fashion best supports your team. We invented the virtual CFO model in 1996, but we’re more than happy to accommodate in-person engagements as well.
Looking to operate within the EOS framework? We’ve helped hundreds of companies install and run on EOS. Let us be the Integrator to your Visionary.
Built to Serve SMBs: Get a Seasoned CFO without the Full-Time Salary
We’ve spent the last 28 years serving over 5,000 clients, ranging from $10M – $100M / year (pre-revenue is welcome too!).
Chances are we’ve not only solved the same problems you’re now facing, we’ve also thought through what comes next. While we’re equipped to tackle any industry, we do have deep expertise in the following:
- Professional Service Firms
- SaaS
- Manufacturing
- Consumer Goods
- Defense Tech
- Aerospace
- Life Science
- Oil & Gas
The who
behind the
how
Making Companies
Stronger
We’ve spent decades helping more than many businesses become more resilient, efficient, and profitable.