Available Services

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Fractional CFO Services allow you to receive the strategic financial advice that you need in a cost effective manner.  Keep costs low, while getting the scalability and flexibility that your business needs.  Here are some examples of the types of services available:

• Financial Analysis and Reporting: Offer insights into financial performance, key metrics, and forecasting to aid in decision-making.

• Budgeting and Forecasting: Assist in creating realistic budgets, financial projections, and cash flow management strategies.

• Financial Strategy and Planning: Develop long-term financial strategies, including capital allocation, risk management, and growth planning.

• Financial Process Optimization: Identify and improve inefficiencies in financial processes, systems, and controls.

• Investor Relations and Fundraising: Provide support in investor relations, fundraising initiatives, and financial due diligence.

• Mergers and Acquisitions: Offer expertise in evaluating potential acquisitions, conducting financial due diligence, and supporting negotiations.


When your company finds itself in a situation between CFO's, it is critically important to maintain steady operations.  Searching for the right CFO can take time.  Give your company as much time as needed by hiring an Interim CFO.  Here are some examples of what I can provide as an Interim CFO:

• Financial Strategy and Planning: I work closely with businesses to develop comprehensive financial strategies, aligning financial goals with overall business objectives.

• Cash Flow Management: I optimize cash flow, manage working capital, and implement effective budgeting and forecasting techniques to improve financial stability.

• Financial Analysis and Reporting: I provide accurate financial analysis, performance metrics, and customized reports to help businesses make informed decisions.

• Risk Management: I have years of expertise in identifying and mitigating financial risks, implementing internal controls, and ensuring compliance with industry regulations.

• Stakeholder Management: I have the strong ability to communicate financial information effectively to stakeholders, including executives, board members, and investors.

• Team Leadership and Mentoring: Don't forget about the Finance team during this time.  They still need a team leader and further development of their skills.


Whether you're looking to sell your company immediately or in 3-5 years, you need a plan of attack to maximize your valuation.  Often times a business owner has a sale price in mind, but the current financials don't support that price.  Let's work together to get potential acquirers to come up to your price.

• What is the ideal outcome for you?
• Do you know the metrics that your potential acquirer will be focused on?
• What does your Customer Lifetime Value look like?
• Can you increase your revenue through efficiencies rather than additional investment?
• What costs can be removed from the business, or isolated in such a way that a potential acquirer is presented the financial view that they would operate the business at.

• Are your books clean?
• How is your team?  Can weaknesses be turned into strengths?

The following services just an example of what can also be provided on an ad hoc basis:

• Budgets and Forecasts
• Vendor contract and cost negotiations
• Process improvements
• Systems evaluation and implementation
• Cost and resource analysis
• Certain day-to-day operations
• Due diligence preparation