At Fractional Finance and Forecasting, we provide flexible, expert-led fractional CFO services designed specifically for small to mid-sized service-based companies. Whether you’re navigating rapid growth, preparing for a transition, or simply seeking better financial control, our seasoned CFOs deliver high-impact support without the full-time overhead.
Our mission is to equip your leadership team with strategic insights and financial clarity. From cash flow management to capital raising and beyond, we deliver measurable results that align with your goals.
Our fractional CFO services go far beyond basic bookkeeping or controller functions. We act as strategic partners in your financial journey, delivering deep financial intelligence and foresight to support every critical decision.
We specialize in:
We help you align your financial goals with your business strategy. Our strategic financial planning process includes scenario modeling, goal setting, and roadmap development to ensure long-term growth.
Cash is the heartbeat of your business. We develop dynamic cash flow management systems to help you anticipate needs, avoid surprises, and ensure liquidity during every stage of growth.
Our team transforms complex numbers into actionable insights. Through customized financial reporting and analysis, we empower you to make smarter decisions faster.
Our CFOs analyze cost structures, pricing strategies, and margins to drive profitability improvement across your operations. Every dollar counts—and we help you make the most of it.
Gain full visibility into your financial future with expert budgeting and forecasting. We work with your team to create dynamic, real-time models that guide decision-making.
Need funding to scale? We guide you through the capital raising process, from refining your financials to engaging lenders and investors with confidence.
Whether you’re planning for a leadership transition or an eventual sale, our CFOs deliver thoughtful exit and succession planning to maximize value and ensure business continuity.
We make engaging with us simple and impactful. Our process is designed to deliver results quickly and efficiently—without disrupting your operations.
We start with a free financial discovery call to understand your challenges, goals, and growth plans.
We conduct a financial health check and identify high-impact opportunities based on your current reporting, cash flow, and financial strategy.
Our fractional CFO services are customized to fit your business needs—whether you need part-time support, interim leadership, or long-term strategic planning.
We integrate with your leadership team to deliver hands-on financial guidance. You’ll receive proactive recommendations, real-time dashboards, and clear KPIs to track your progress.
Our tailored fractional CFO services are designed for:
Construction Firms managing complex project timelines and resource needs
Professional Services Firms seeking to scale profitably and streamline operations
Distribution & Logistics Companies balancing inventory, supply chain, and margins.
Healthcare Providers (private clinics and practices) navigating regulatory and cash flow challenges.
Tech Startups scaling post-seed funding with a need for strong financial oversight.
Family-Owned Businesses planning generational transitions and growth strategies
Private Equity Portfolio Companies needing interim CFO leadership or financial restructuring
If your company generates between $2M and $30M in annual revenue, and you’re looking for financial clarity, control, and strategy—you’re in the right place.
Don’t let financial complexity slow your momentum. Partner with a fractional CFO services team that understands your industry and is dedicated to your success.
Let’s take the guesswork out of growth.
