Operate Your SMB Confidently with Our Experienced Fractional CFOs
From strategy to execution, our CFOs, controllers, and HR leaders integrate with your team to spark growth, strengthen performance, and deliver lasting results.
Built to Serve SMBs: Get a Seasoned CFO without the Full-Time Salary
We’ve spent the last 30 years serving over 6,000 clients through a combination of on-site and virtual support.
Chances are we’ve not only solved the same problems you’re now facing, we’ve also thought through what comes next. While we’re equipped to tackle any industry, we do have deep expertise in the following:
- Professional Service Firms
- SaaS
- Manufacturing
- Consumer Goods
- Defense Tech
- Aerospace
- Life Science
- Oil & Gas
- Nonprofits
Whether you’re navigating a crisis, or entering a high growth stage, you need sound strategic guidance more than ever. We often help our clients with:
- Setting their strategic financial vision
- Creating long-term financial models for forecasting and to support the strategic business plan
- Providing strategic guidance for capitalization and fundraising
- Providing M&A due diligence and transaction advisory support
- Performing Quality of Earnings
- Providing financial management and reporting
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Comprehensive Financial Solutions for Your Unique Business Needs
6,000+
Client Engagements
30 Years
Helping Businesses Grow
25 Years
Average CFO Experience
52
Net Promoter Score
Avoid a Critical Setback with Strategic Expertise
Every organization should have access to strategic senior-level finance expertise regardless of size, budget, lifecycle, or business challenge. Our highly experienced consultants develop customized engagement solutions and deliver results through part-time, interim, project-based, or full-time support.
We make decisions that are in your best interest, just as if it is our company. We are committed to making your business stronger and optimizing your value through expert guidance, tailored solutions, and a collaborative approach.
Fractional Finance and Accounting Services
Strategic
Capitalization & Fundraising / Leadership & Financial Vision
/ Corporate Planning & Structure / Business Plan Assistance
Investor & Board Support / Corporate Governance / Competitive Benchmarking
Transactional
Forecasting / Timely Financial & Management Reporting / M&A Due Diligence / Filings & Support / IPO Support
Operational
Board & Management Reporting / Ongoing Financial Reporting / Daily Operations / Payroll / GAAP Compliance / Month End Closes / Audit Preparation / System Selection and Implementation