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WHAT IS A FRACTIONAL CFO?

financial game changer
trusted partner

growth architect
profit maximizer
cash flow navigator
numbers whisperer 
 

A Fractional CFO is your Strategic Money Mentor—providing the financial clarity and confidence you need to make bold, informed decisions. As your Boardroom Ally, they help you navigate uncertainty, uncover hidden profits, and craft a roadmap for sustainable growth—all without the cost of a full-time CFO. With their guidance, you’ll seize bigger opportunities, optimize cash flow, and take full control of your financial future.

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watch your business flourish while finally enjoying that well-deserved getaway.

The biggest hesitation we hear from clients about investing in business coaching is the fear that their business can’t afford the expense. What they don’t realize is that coaching isn’t a cost—it’s an investment in growth, strategy, and efficiency. When you operate with clarity and confidence, your business scales faster and with less stress.

The most common thing our clients tell us? "I never realized how much this would change my business—and my life."

 

You deserve the support to thrive, and your business deserves the roadmap to sustainable growth.

BUSINESS COACHING Services.

Our business coaching services come in three tailored packages, offering the right level of guidance to help you grow and succeed.

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seed

For startups or small businesses needing foundational financial oversight.

Includes the following:

  • Monthly financial statements: P&L, Balance Sheet, and Cash Flow.

  • KPI tracking: Basic metrics tailored to the business.

  • Monthly CFO check-in call: 30 minutes.

  • Email support: 72-hour response time for financial questions.

  • Quarterly budget review: High-level comparison of actual vs. budget.

  • Document review: One-time setup of a cloud-based folder structure for key financial files.

Financial Consultation
standard

For growing businesses needing deeper financial insights and strategic support.

Includes seed package and the following:

  • Monthly bank reconciliations (up to 5 accounts).

  • Monthly financial statements (P&L, Balance Sheet, Cash Flow Statement).

  • Basic sales tax calculation and filing (for one jurisdiction).

  • One 30-minute financial review call per quarter.

  • Priority email support (48-hour response time).

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premium

For established businesses seeking comprehensive CFO services and hands-on support.

Includes standard package and the following:

  • Annual financial health assessment

  • Comprehensive Statement of Owners' Equity with monthly updates.

  • Custom fixed asset reporting and amortization schedules.

  • One 30-minute financial review per month.

  • Unlimited email support with a 24-hour response time.

"We cannot solve our problems with the same thinking we used when we created them."

albert einstein

Woman in the Beach

Ready to invest in your business?

Reach out today, we would love to hear about your business and offer you a solution to free up your time, remove any stress and propel your business forward.

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