CFO-level finance without the full-time hire.

For companies between $1M and $25M in revenue that need more than a bookkeeper and less than a CFO.

The right fit

Fractional CFO usually makes sense when two or more of these apply:

Revenue between $1M and $25M and a full-time CFO is hard to justify
Capital raise, debt facility, or sale on the horizon in the next 12 to 36 months
The owner is spending more than a day a week on finance
Monthly financials are late, inconsistent, or untrustworthy
Bookkeeper in place, but no one running strategy on top of the books
Banking, cash flow, or debt covenants need active management

What we do

Monthly close and reporting. Accruals, reconciliations, cutoff, review. Monthly financials delivered with commentary that flags what changed and what to decide.

Cash flow forecasting. 13-week rolling forecast, updated weekly or bi-weekly. Pinch points surface before they happen.

KPI dashboards. Five to ten metrics that actually drive the business. Not generic ratios off a template.

Banking and debt. Annual reviews, covenant tracking, term sheet negotiation, refinancing.

Transaction readiness. Selling in 18 to 36 months means the work starts now. Clean books, defensible add-backs, a coherent revenue story, a QoE-ready package. Started early, sell-side prep can move enterprise value 20 to 40%. Started six months out, it mostly limits the damage.

Board and investor reporting. Quarterly packages for boards, investors, and lenders.

Special projects. Pricing analysis, M&A target evaluation, system implementations, equity compensation design, one-off models.

How engagements are structured

Scoped to the situation. Typical engagement runs 10 to 40 hours a month, $2,500 to $6,000 monthly. Month-to-month after the initial 90 days. No long-term lock-in.

Jordan leads every engagement. Analyst and bookkeeping support behind the scenes. No hand-offs to junior staff.

      EXCELLENT  
   Based on 16 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Tomer Chencinski 
 
 
 
 Trustindex verifies that the original source of the review is Google. Jordan has assisted me through many tax questions for my business. Highly knowledgeable and extremely helpful with every question I had. I'll continue to reach out to Jordan going forward.
  
 
      Posted on Google  
   
   Daniel McBride 
 
 
 
 Trustindex verifies that the original source of the review is Google. For the first time in 10 years I had to find a new firm, I strongly recommend engaging Novack CPA for all your needs.  Novack CPA is professional, responsive, knowledgable, and has great customer service.  Personal Taxes made easy by Tobias and Jordan!
  
 
      Posted on Google  
   
   Zack Remez 
 
 
 
 Trustindex verifies that the original source of the review is Google. Jordan was incredibly helpful and patient with my taxes this year, answered all my questions and made sure I didn’t miss any opportunities. Highly recommend!
  
 
      Posted on Google  
   
   Y O 
 
 
 
 Trustindex verifies that the original source of the review is Google. Jordan is a professional, reliable, and deeply committed accountant. He is approachable and highly thorough, ensuring every detail is handled with care. Working with him is smooth and genuinely positive.
  
 
      Posted on Google  
   
   Sara Behring 
 
 
 
 Trustindex verifies that the original source of the review is Google. I had a great experience connecting with Jordan while exploring support for my business. Jordan is knowledgeable, thorough, and generous in sharing helpful resources. He took the time to answer all of my questions clearly and thoughtfully, which made a big difference as I prepare for my first tax season as a business owner.
  
 
      Posted on Google  
   
   David Goldberg 
 
 
 
 Trustindex verifies that the original source of the review is Google. Jordan Novack really knows his stuff. He’s very knowledgable, professional, and extremely ethical. I highly recommend him.
  
 
      Posted on Google  
   
   Eyal Geiger 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great service and advice. Jordan is highly recommended for accounting services.
  
 
      Posted on Google  
   
   Alyssa Samosh 
 
 
 
 Trustindex verifies that the original source of the review is Google. Always willing to answer questions and provide helpful guidance. Professional and efficient, with an impressively fast response time.
  
 
      Posted on Google  
   
   Brian Kashin 
 
 
 
 Trustindex verifies that the original source of the review is Google. I would highly recommend Jordan. He is honest, reliable and of high moral standing.
  
 
      Posted on Google  
   
   Jordan 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great accountant. Always responsible and available when needed.