Ready to get started?
Tell us where you are stuck and what the finance function looks like today. Fifteen minutes is usually enough to know if this is the right move.
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.
FAQ
How is this different from hiring a controller?
A controller runs the books. A CFO runs strategy on top of the books. We do both, usually for less than the loaded cost of a single senior hire.
Do you work with our existing bookkeeper?
Yes, when the bookkeeper is solid. If the books are messy, we bring bookkeeping in-house for a clean reset and then either keep it or hand it back.
What industries do you have CFO experience in?
Professional services, technology, manufacturing including medical and dental device businesses, specialty retail, and investment fund platforms.
Can you help us get ready to sell?
Yes. One of the higher-value engagements we run. Best window to start is 18 to 24 months out.