At Fractional Finance and Forecasting, a fractional CFO firm, our mission is simple: to empower business owners with the clarity, strategy, and confidence to make fearless financial decisions. We believe that strong financial leadership should be accessible to every business—without the cost of a full-time CFO.
As a trusted fractional CFO firm, we partner with growing service-based companies to deliver data-driven financial insights, strategic guidance, and measurable results. Whether you’re scaling your operations or stabilizing your cash flow, our experts help you move forward with precision and peace of mind.
We launched Fractional Finance and Forecasting with one goal in mind—closing the financial leadership gap that many small to mid-sized businesses face. After working in corporate finance, our founders realized that most CFO services for small businesses were either too expensive, too generic, or too reactive.
We created a smarter, more agile model—outsourced CFO services that deliver enterprise-level expertise on a part-time or project basis. Our clients don’t just get number crunchers. They get strategic financial planners and proactive partners who understand their industry, challenges, and goals.
From construction firms and tech startups to healthcare providers and family-owned businesses, our clients now benefit from tailored CFO consulting services that evolve as their business grows.
Our leadership team includes experienced CFOs and financial professionals with backgrounds in corporate finance, private equity, and small business operations. We’re not just advisors—we’re former operators who’ve been in the trenches and know how to build sustainable financial systems from the inside out.
Each team member brings a blend of analytical skill, business acumen, and a deep commitment to helping clients succeed. Whether you need financial forecasting services, cash flow management, or a long-term growth plan, our CFOs deliver clarity and accountability every step of the way.
Our fractional CFO firm gives you access to top-tier financial leadership—without the full-time cost. It’s a lean, efficient, and powerful way to level up your financial operations without compromising your bottom line.
We understand the complex demands facing today’s business owners. That’s why we’ve built a model that offers more than spreadsheets and reports—we offer strategic foresight and true financial partnership.
We specialize in:
CFO services for small businesses with revenues between $2M–$30M
Outsourced CFO services tailored to your unique goals
Advanced financial forecasting services to guide decision-making
Proactive CFO consulting services with measurable ROI
A team of strategic financial planners who think like owners
Our clients include construction firms, professional services agencies, distribution companies, healthcare clinics, tech startups, and private equity-backed businesses across the U.S.
