Service
Fractional CFO
Senior finance leadership — without a full-time hire. The close, the forecast, and the financial discipline that let owner-led businesses scale and stand up to scrutiny.
The challengeYou’ve outgrown bookkeeping — but not into a full-time CFO.
Growing companies reach a point where the books tell them what happened, but not what to do next. Bookkeeping records the past; a CFO shapes the future — cash, margins, capital, and the numbers decisions actually turn on. Hiring that role full-time is a six-figure commitment most owners aren’t ready to make. Fractional CFO leadership closes the gap.
How we helpSenior finance, sized to your business.
Monthly close & reporting
A reliable close and board-ready financials on a predictable cadence.
Forecasting & cash flow
Forward-looking models for cash, runway, and the scenarios that keep you ahead of surprises.
KPIs & unit economics
The handful of metrics that actually drive your business, tracked and made legible.
Systems & board readiness
The tools, controls, and clean numbers that satisfy lenders, partners, and future acquirers.
How we engageStructured to fit the stage you’re in.
Who this is for
Founder-led and lower-middle-market companies — especially in insurance distribution, healthcare services, and related fields — that need senior finance without a full-time seat.