TOP RATED FRACTIONAL CFO SERVICES
Operate Your SMB Confidently with Our Experienced Fractional CFOs
We make companies stronger by providing senior-level finance expertise at a fraction of the cost of a full-time salary.
Built to Serve SMBs:
Get a Seasoned CFO without the Full-Time Salary
We’ve spent the last 29 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
Client Engagements
Helping Businesses Grow
Average Experience of Our CFOs
EE 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
Strategic
- Capitalization & Fundraising
- Leadership & Financial Vision
- Corporate Planning & Structure
- Business Plan Assistance
- Investor & Board Support
- Corporate Governance
- Competitive Benchmarking

Transactional
Transactional
- Forecasting
- Timely Financial & Management Reporting
- M&A Due Diligence
- Filings & Support
- IPO Support

Operational
Operational
- Board & Management Reporting
- Ongoing Financial Reporting
- Daily Operations
- Payroll
- GAAP Compliance
- Month End Closes
- Audit Preparation
- System Selection and Implementation
Frequently Asked Questions
Working with a fractional CFO should feel just like working with your own team. We engage as part time members of your team. We will work with you in the early days of the engagement to determine how best to fit into your preferred work style and be available to you. We often have a mix of onsite and virtual support with our engagements. We are always only an email or phone call away.
Costs vary based on the scope and complexity of the engagement. We prepare a detailed Statement of Work (SOW) outlining deliverables and a range of expenses for your approval. Invoices are issued bi-weekly to ensure transparency and manageability.
Yes. We assign a dedicated team of fractional resources who remain on your engagement throughout the duration.
If the consultant assigned to your project is not a perfect fit, we will address the issue promptly and will make the necessary changes at our expense to ensure you receive the best possible support.
We keep you informed through regular updates and our Quality Program, which includes memos outlining our deliverables, upcoming tasks, and any obstacles we encounter. You will also receive regular feedback from our market leadership to ensure your needs are being met.
Our staff are long-term vcfo W2 employees who are thoroughly vetted and regularly trained. We do not hire contractors or gig workers for our engagements. Our comprehensive recruiting process ensures that you work with a dedicated team of professionals who have the expertise and experience to support your business needs.