A translator to from your financial statements to a long term financial strategy

Fractional CFO Guidance

Financial improvement comes from small consistent steps in the right direction.

A good CFO acts as a translator from your bookkeeper into a long-term financial strategy. Businesses with a CFO outperform those without and see an average of 15% increase in net income. Our CFOs provide budget, forecast, and cash flow planning, and gross margin, expense, and working capital optimization. They are the right hand of the CEO to drive your business forward

On average our clients that have been with us for more than 6 months see a 248% increase in profit.

CFO Accelerator

For business owners that are between $1.5M-$4.5M in annual revenue that need a bus driver moving the finance strategy forward

  • Monthly Check-in

  • Monthly Financial Review & Strategy session

  • Quarterly Business Reviews

  • Annual Planning Strategy session & 12 month forecast

  • KPI Dashboard

  • Basic Financial Reporting & Insights

  • Email support

  • Thursday office hours

Ready to achieve your next level of success?

Custom Support

Contact us to chat

Additional support we can provide

  • 5-year forecasting

  • Leadership team meeting attendance

  • On-site support as needed (travel expenses paid by client)

  • Interim support

  • Finance Team building

Fractional CFO

For business owners that are above $4.5M in revenue

Everything in CFO Accelerator and

  • 2 forecast scenarios & 3-year forecast

  • Advanced KPI Dashboard

  • Variance Reporting

  • Quarterly Deep dive into working capital, fixed vs variable costs, gross margin

  • Department head Meetings

  • Advanced Reporting

  • Slack access to your CFO

A mentor

A CFO when needed as a guide at your side for everything forward-looking

A plan

A complete strategy to boost revenue, reduce expenses & achieve goals

An understanding

Sound insights to make hard financial decisions—much easier

Keep track

Know the ROI for any & all of your expenses, like trade shows, sales. etc

Do you right

Earn more profits, for the biz—and for yourself

Cash Flow

Predict your business future to create stability & prepare for the unknown

FAQ

  • CFOs are forward-facing, experienced high-level financial strategists.

    We look at the short and long term strategy of the company and guide decision making.

    We use excel, Jirav, and our collective strategic knowledge to help you build KPI’s & meet your business goals.

    In higher levels of support, we manage your bookkeeper and CPA to make sure your books are closed in a timely manner and that your taxes get filed. We are not bookkeepers or CPAs — though we work hand-in-hand with them and their work and ours is vital to your success

  • Business owners with businesses between $1M- $15M in annual revenue looking to start building more value in their businesses and / or are in the process of scaling their business. We work across a wide range of industries. Our expertise is in building business value and scaling.

    We’ve worked with businesses in: tech, gig working, membership, platforms, SAAS, edTech, AI, event production, construction, premium food & beverage, CPG.

  • You need support making strategic decisions for your business. All businesses need finance support – the type of support needed is determined by your annual revenue and business model complexity.

    If you meet one of the criteria a below then give us a call:

    >> Your business is making between $1m - $15M in annual revenue

    >>You’ve been running your current business for at least 3 years, and/or have run a business of some kind for 5+ years.

    >>You want to scale your business or are in the process of scaling

    >>You’ve reached a point where you need strategic guidance

    >>You are considering selling your business in 5-10 years and need support to figure out if that is the right step and what to do now to make that happen.

    >>You need help guiding strategic decisions over the life of your company

    >>You need a clear long-term financial strategy

  • Yes! All of our CFO packages have the best ROI when you are in regular communication with your CFO.

    Our CFO navigator package can be moved to quarterly after 3 months.

    If you want ad-hoc strategy sessions - please review our one time services here

  • No. We’re not bookkeepers or CPA’s (tax accountants). We can help you get the right accounting team in place.

    We require all clients to be on Quickbooks or Xero and have a bookkeeper. Your books must be reconciled and up-to-date monthly.

    We are big believers in “garbage in. garbage out”. When the accounting data isn’t complete, we can’t do our best work and get you to where you need to go.

    We often help clients get the right bookkeeper in place and are happy to wait until the books are up-to-date to start work.

    We perform a chart of accounts review for all our clients and will work with your bookkeepers to make any adjustments needed.

    Confused about the difference between bookkeepers, accountants, and CPA’s? Check out this article written by our CEO, Natalie