Fractional CFO Services

Your Finance Function Has Outgrown Itself — and the Gaps Are Showing Up in Decisions, Not Just Reports.

Your board is asking financial questions your team can't answer with confidence. Your cash forecast is a spreadsheet someone updates once a month. You're approaching a capital raise, a sale, or a strategic pivot — and the financial infrastructure that got you here isn't built for what comes next.

This is the moment most companies either make an expensive full-time hire too early or keep delaying a decision they can't afford to delay. Fractional CFO services exist for exactly this inflection point.

I provide CFO-level financial leadership on a part-time, retainer, or project basis — operational within days, not months. You get 25+ years of transaction-tested experience applied directly to your business, at a cost that makes sense for your stage.

What triggers most fractional CFO engagements:

• You are preparing for a capital raise and need institutional-quality financial models and investor materials

• You are growing faster than your finance function can keep up with

• You are approaching a sale or merger and need exit-ready financials

• Your investors or board are asking financial questions your current team can't answer

• You need a CFO-level voice in strategic decisions without a full-time hire

What a fractional CFO engagement with me includes:

• Strategic financial planning and budget development

• Cash management and liquidity oversight

• Financial modeling and scenario analysis

• Board and investor reporting

• Capital raising support — debt and equity

• M&A preparation and due diligence

• Oversight of your accounting and Controller function

• AI-powered process development to accelerate your finance function

Engagement structure: Monthly retainer with scope and hours adjusted to match your needs. Most engagements run between $5,000 and $15,000 per month — a fraction of the $250,000–$500,000 annual cost of a full-time CFO with no long-term commitment required.