Fractional CFO Services.
Clear the financial fog.
For owner-operators who have outgrown gut-feel decisions but aren't ready to hire a full-time $200k CFO. Get a controller-level strategic advisor focused entirely on your margins.
Are you leading your business, or reactive to your cash balance?
Most small-to-midsize businesses scale past $1M in revenue using raw passion and solid execution. But soon, the numbers become complex. You need to model major hiring decisions, evaluate capital expansions, analyze customer pricing, and manage investor relationships.
Doing this on gut feel invites massive structural risk. You don't need a full-time back-office salary; you need a Fractional CFO who has built actual forecasting frameworks across multiple industries.
Active cash protection.
- 13-Week Rolling Cash Flow Models — Never guess where your liquidity stands. Accurate 3-month forecast matrices.
- Margin & Pricing Reviews — Precise calculations of your true product/service gross margins to capture hidden leakage.
- Custom KPI Dashboards — Operational metrics built specifically for your niche (construction, manufacturing, or service).
Strategic Financial Pillars
13-Week Cash Forecast
Liquidity is the lifeblood of operations. We construct dynamic, rolling 13-week forecasts that sync cash receipts and disbursements, so you can execute hires or capital purchases with total confidence.
Pricing & Margin Modeling
Inflation, scaling teams, and hidden vendor adjustments easily corrode gross margins. We conduct granular pricing evaluations and cost reviews to ensure you capture positive cash flow from every unit sold.
Strategic Representation
When presenting to bank lenders, credit underwriters, or private equity partners, you need clean, professional-grade financial packets. I lead standard board-level presentations directly as your CPA representative.
Fractional CFO Model
Direct representation, cash flow matrices, strategic board meetings.
- 13-week rolling cash flow forecasting
- Granular gross margin & cost pricing analysis
- Custom KPI Dashboard visualizations
- Comprehensive budgeting vs actual models
- Banker, lender, and investor strategic reporting
- Monthly board-level operational consultations