Have Questions?

Addressing Your Pain Points – Our team understands the unique challenges startups face.

Getting Started

A fractional CFO is a part-time, flexible Chief Financial Officer who provides expert financial leadership without the cost of a full-time executive. By hiring a fraction CFO, your business gains strategic financial planning, budgeting, cash flow management, and financial reporting tailored to your unique needs, helping you make informed decisions and drive growth efficiently.
For startups, we focus on cash flow management, fundraising support, and establishing scalable financial processes. For established companies, we concentrate on management and strategic growth initiatives. Our approach adapts to your business stage to deliver maximum impact.
While some clients come to us for a defined project or a specific duration of support, most choose to partner with us for years. We embed directly into your team, take ownership of ongoing finance, accounting, and analytics needs, and evolve our support as your business grows. Our goal isn’t a quick engagement—it’s to be a long-term strategic partner you can rely on.

In addition to fractional CFO services, we offer bookkeeping, financial reporting, forecasting, analytics, and dashboard creation.
Yes. Our team works across a range of business models including CPG, retail, restaurants, SaaS, and professional services. We tailor our approach to your operational and financial complexity.

We plug into whatever you already use—QuickBooks, Xero, Settle, Ramp, Gusto, Shopify, Amazon, Google, and beyond. And if your data lives in multiple places (or nowhere clean), we build the custom connectors, data cleaners, and reporting pipelines needed to pull everything into a single, trusted source of truth.
Absolutely. We specialize in system cleanups, transitions between platforms, and setting up financial processes that scale.

Our services are structured as fixed monthly retainers, tailored to the level of support your business needs. This model allows us to provide consistent financial leadership, build momentum, and stay aligned with your long-term goals.
We typically engage with clients on a long term basis, although our contracts are structured as monthly engagements. This structure allows us to integrate with your team, build meaningful financial systems, deliver consistent insights, and support strategic decision-making over time.

Yes. We prepare investor-ready financials, support pitch deck creation, build models, and help founders prepare for investor conversations and due diligence.
We build custom dashboards for key metrics (margin, runway, channel performance, etc.) and provide daily, weekly and monthly reporting with actionable insights—not just raw data.