The Financial Decisions Your Business Faces at $5M Demand More Than a Spreadsheet.
Fractional CFO services that give you executive-level budgeting, forecasting, and growth strategy embedded in your business, at a fraction of the cost of a full-time hire.
Fractional CFO Service
Get the financial clarity and leadership needed to navigate challenges and seize opportunities with confidence.
Investor-Ready Financials
We build clean, structured financial reports including three-statement models and supporting schedules that meet the rigorous expectations of lenders, investors, and institutional partners.
Strategic Financial Planning
We develop comprehensive financial roadmaps aligned to your growth objectives translating your business goals into a structured financial plan with measurable milestones.
Fractional CFO Leadership
You get a senior financial executive embedded in your business attending leadership meetings, advising on major decisions, and providing the financial perspective your team needs to move confidently.
Forecasting & Budgeting
We build detailed, rolling budgets and financial forecasts giving you a clear view of future cash flow, revenue projections, and capital requirements at every stage of growth.
Cash Flow Management
We monitor, model, and actively manage your cash position identifying gaps before they become crises and structuring your cash flow to support both operations and growth initiatives.
KPI Monitoring & Performance Analysis
We define, track, and interpret the key performance indicators that matter most for your business turning financial data into clear, actionable signals that drive better decisions faster.
What Is CFO Advisory?
CFO Advisory shifts the financial conversation from what happened to what should happen next. While bookkeeping records history and accounting ensures compliance, CFO advisory provides the forward-looking financial intelligence that growing businesses need to make confident strategic decisions.
A fractional CFO brings executive-level financial thinking to your business without the cost, commitment, or organizational complexity of a full-time hire. Our fractional CFO service is embedded directly into your operations, working alongside your team to translate financial data into strategy, identify risk before it surfaces, and build the financial infrastructure your business needs to scale.
Signs Your Business Needs Executive-Level Financial Leadership
You’re Profitable on Paper But Always Tight on Cash
Revenue looks good but cash is consistently thin. You need a CFO to diagnose the timing gaps, restructure cash flow, and build a working capital strategy that keeps your business liquid.
You’re Planning a Major Growth Move
Opening a new location, launching a new product line, or entering a new market these decisions require financial modeling and scenario analysis before you commit capital.
You’re Raising Capital or Seeking Financing
Lenders and investors want more than clean books. They want financial models, projections, and strategic narrative and a CFO who can present and defend them credibly.
Your Margins Are Shrinking as You Scale
Revenue is growing but profitability isn’t keeping pace. A fractional CFO identifies where margin is leaking and builds a plan to recover it.
You’re Making Major Decisions Without Financial Modeling
Hiring decisions, pricing changes, capital expenditures if these are being made on instinct rather than structured financial analysis, you need CFO-level support.
You Want to Build Toward an Exit or Partnership
Preparing your business for acquisition, partnership, or a financing event requires clean financials, defensible projections, and an advisor who understands what buyers and investors actually look for.
Why Us?
Forward-Looking Financial Intelligence - Not Just Advisory Templates
Our fractional CFO service is led by a California-licensed CPA with over 15 years of experience across complex business environments bringing both technical financial depth and genuine strategic perspective to every engagement.
Built on Your Actual Numbers - Not Generic Models
We build your financial models, forecasts, and KPI frameworks from your real business data so the strategy we provide is specific to your business, not a one-size-fits-all template.
Industry Depth That Generic CFOs Don’t Have
With specialized expertise in real estate and hospitality two industries with distinct financial dynamics we bring intelligence that a generalist CFO simply can’t replicate.
CFO Services
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Weekly transaction categorization and reconciliations
Monthly financial reporting
Payroll, sales tax, A/P & A/R management
Cash flow forecasting and management
Budgeting and financial modeling
Financial performance analysis
Bi-weekly strategic planning sessions
Technology integration and optimization
Additional Services: Annual 1099 Filing. Out-of-scope requests handled at an hourly rate