Fractional CFO Services
Many small businesses recognize the need for a talented finance professional but can't attract, afford or manage one in-house. For this reason, savvy entrepreneurs hire Fractional CFOs who can deliver game-changing results at a fraction of the cost to hire internally. Our Dark Horse Fractional CFOs bring the needed expertise and experience to transform your business into a sophisticated operation. To get a better understanding of what's possible by hiring a Fractional CFO, check out this article about What Great Fractional CFO Services Look Like.
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Do I Need a Fractional CFO?
Many business owners are unsure whether their business needs a Fractional CFO. We've created a questionnaire to help you determine if your business could benefit from the variety of services we provide that go well beyond bookkeeping.
Let’s Find Out!Fractional CFO Services
- Financial Modeling & Forecasting
- Profitability Analysis
- Customized Dashboards Highlighting KPIs
- Business Strategy Advisory
- Cash Flow Analysis & Advisory
- Expense Management Consulting
- Financial Statement Audit Support
- Debt & Equity Financing
- Due Diligence Support
- Cap Table Creation & Maintenance
- Internal Controls Consulting
- Accounting Staff Development & Placement
- Accounting Software Implementation & Migration
Did you know?
Full integration with third-party finance teams (that's us) is possible in less than 30 days and remains fully adaptable to fluctuations in project scope.
Financial Reporting
We create customized dashboards to give you all of the essential financial information and KPIs you need to operate your business effectively in one centralized dashboard that updates in real time.

Dashboard
Data visualization is one of the quickest ways to understand the health of your business. More importantly, it opens the opportuinty to make actionable decisions based on trends that are now clearly seen and understood on a monthly basis. Our goal is to provide you with complete transparency in your financials and Key Performance Indiciators (KPIs) to help guide strategic decision making throughout the year.

Reports
Need your financials delivered in a more formal format to owners/investors? Or do you want a year end summary for your business' financial performance? We create custom financial reports for you on whatever cadence you wish. See performance trends, financial statements, and comparision periods all in one place.
Your Fractional CFOs
Fractional CFO FAQs
What is a Fractional CFO?
Fractional CFOs provide the highest level of strategic advisory for business clients. They help businesses where they need help the most, which can range from cash flow management to forecasting to budget creation & reporting to providing investors financial reporting and everything in between. They are your dedicated finance resource to support the growth and strategy of your enterprise. As the name implies, they are your company’s CFO at a fraction of the cost of a full-time hire.
Which industries do you specialize in?
Take a look at the industries we serve here
Do you do proforma projections and financial forecasting?
Yes, we help our clients with financial modeling & forecasting, which includes proformas, budgets, and cash flow forecasts. Beyond that, we’ll work with you to build a growth plan to achieve (and hopefully beat) these projections.
Do you help manage and optimize cash flow?
Absolutely. Cash flow is an area that businesses often struggle with. We'll help you project cash flows based on current operations and projected changes, plan for any needed cash infusions into the business, and create strategic plans to increase cash inflows and decrease or delay cash outflows.
Do you prepare annual budgets?
Yes! We can provide just about any financial or management reporting you can think of.
How do you determine which Key Performance Indicators (KPI) to report on?
There are certain KPIs that are relevant to all businesses within a given industry. So, we’ll start there and then gain an understanding of what’s unique about your business, where you’re struggling, and where you are excelling to help formulate the balance of the KPIs you need to track for your business. Beyond that, we can help you tie these KPIs to your financial forecasts to help determine if you’re on track to meet the overall financial goals of the business.
Which deliverables are typically included in a Fractional CFO engagement?
Forecasts, budgets, budget-to-actual, KPI dashboards, product/service margin & profitability analyses, to name a few. The real magic comes from the conversations that result from these deliverables to help inform your strategic plan.
How often will you meet with us?
As often as you need! Our engagements range based on how involved you need us to be.
Will you come to our office or are all meetings virtual?
Most of our meetings will be virtual/remote. However, in certain circumstances, your Fractional CFO will be able to attend important on-site meetings with proper notice.
Industries We Serve
While your business is unique, it's unlikely that you're in an industry we haven't served. Below are a few of the industries we have deep experience with.
Blogs and Pods
Whether you prefer the written word or the spoken word, we've got meaningful commentary that will help you focus on what's important when it comes to your financial situation and taxes.
