Why Fractional?
Experienced financial leadership. Built around your business.
Fractional support gives you experienced accounting expertise, reliable reporting, and practical financial guidance without having to hire a full-time executive. You gain the continuity of an ongoing professional relationship with someone who knows your business, along with the flexibility to adjust the scope as your needs change.
With clearly defined responsibilities and an agreed monthly retainer, you know what’s included, what to expect, and who is accountable. The focus is on delivering the work and insight your business needs, rather than billing for hours.
Two roles. A connected financial picture.
Fractional Controller: The Past & Present
Accuracy and operational control. Manages the monthly close, builds reliable financial reports, and strengthens accounting processes and internal controls. Management gains a clear picture of what happened and where the business stands today.
Fractional CFO: The Future
Strategy and financial direction. Builds on that foundation with cash flow forecasts, capital planning, and analysis of growth, pricing, and profitability. Management gains insight into what could happen next and the financial implications of a decision before committing resources.
Together: Reliable reporting supports realistic plans, and actual results show when those plans need attention. We can work alongside your existing accounting team, adding controller oversight, CFO advisory, or both based on the gap you need to address.
Fractional Controller
A financial foundation management can rely on.
Monthly close & reporting
Can you trust the numbers you are reviewing?
Manage the close, reconcile accounts, and review revenue, expenses, and unusual balances so management can rely on its financial statements.
Processes & controls
Are your processes keeping up with the business?
Clarify responsibilities, document procedures, and recommend controls that help prevent errors and keep accounting consistent as the business grows.
Schedules & documentation
Can you explain and support the balances?
Maintain support for key balances and organize records for management reporting and year-end coordination with your outside tax professional.
Fractional CFO & Strategic Advisory
Insight before your next move.
Profitability & pricing
What is driving your profit, and does your pricing support it?
Understand what drives profit across products, services, and customers. Evaluate how pricing, costs, and sales mix affect margins.
Cash, capital & growth
Can you fund your next stage of growth?
Forecast cash needs, assess outside funding requirements, and compare the returns and resources needed for growth opportunities.
KPIs & scenario planning
Is the plan working, and what if results change?
Develop key performance indicators tied to your goals. Test base, upside, and downside scenarios before committing resources, then track results against the plan.
CFO advisory builds on reliable accounting. We define the analysis and deliverables around your decisions; additional accounting work is scoped separately.
Built for growing businesses
Reliable reporting.
Better-informed growth.
- Expertise with a defined commitment
- Access senior expertise without full-time executive overhead, with a scope that evolves by agreement.
- Earlier visibility into risk
- Use consistent reporting, margin analysis, and forecasts to spot cost changes and cash pressures earlier.
- Readiness for funding conversations
- Bring reliable historical reports, forecasts, and capital analysis to lender, investor, and board discussions.
Start with the support you need: controller oversight, CFO advisory, or both. Reliable accounting can come from your existing team; purchasing both services is not required.
Your next step
Where does your business need financial leadership?
Whether you need a more dependable close, stronger accounting controls, or insight into your next growth decision, we can help identify the right starting point for controller support, CFO advisory, or both.