Fractional CFO Program

Affordable expert advice

When growing a small business or nonprofit organization, expert guidance can help you achieve your goals and make impactful decisions. But you don’t need to hire a full-time CFO to receive the support you’re seeking.

Your Outsourced Chief Financial Officer

You may crave the support of an experienced chief financial officer, but adding headcount can be cost-prohibitive. That’s where our Fractional CFO Program comes in. A combination of expert CFO advice and peer support gives you the answers you need to grow with confidence. We create a customized roadmap to ensure your organization is running smoothly and that you stay on track to achieve your goals.

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One-on-One Meetings 

Meet regularly in private meetings with your dedicated CFO’s undivided attention to analyze progress, review projects and set goals. Your CFO will get to know your business, anticipate needs, suggest solutions, and ultimately become a true business partner.

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Weekly Group Mastermind

Participate in weekly group mastermind sessions that allow time to compare notes and strategies with peers and seek more guidance from your CFO. Your CFO will facilitate sessions and offer expertise as you have the opportunity to converse and troubleshoot with others.

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Online Classes On Demand

Yes, you have a dedicated CFO by your side, but the stronger your financial knowledge, the better you can help your CFO guide you to success. That’s why we developed a library of online courses that can help you sharpen your financial acumen and spot trouble areas in your business that your CFO can help you resolve.

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Project-Based Support

Need advice on how much to pay yourself? Worried about running out of cash? Deciding when to hire your next team member? Your dedicated CFO can help you answer these questions and more. Put your CFO to work and get tangible results on any project you need completed. Give us the details, we will deliver the results.

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Discounts on Additional Hours

We make it easier to complete your financial picture by offering discounted bookkeeping services when coupled with our outsourced CFO solution.

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No Commitment

We are here to support your financial growth for as long as you need us. However, you’re free to cancel anytime with 30 days’ notice. No judgement. No strings attached. It’s really that simple.