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The Small Business

For established businesses that need a strategic financial partner without the cost of a full-time CFO.

  • Provides high-level financial leadership, forecasting, and data-driven insight.

  • ​Helps you understand trends, spot risks early, and make informed operational decisions.

  • Ensures your financial systems, reports, and dashboards are decision-ready for leadership or investors.

  • Ideal for organizations preparing to scale, expand, or raise capital.

Focus: Proactive planning, strategic insight, and performance optimization.

Options

  • Fractional CFO support (2 meetings/month)

  • Annual Budget + rolling 12-month forecast

  • Monthly financial reporting and variance analysis

  • Quarterly strategy session

  • Internal controls review

  • Full fractional CFO engagement (bi-weekly meetings)

  • Comprehensive budget & forecast management

  • Custom dashboard (Power BI, Excel, or Google Data Studio)

  • Board/investor report preparation

  • Departmental budget alignment sessions

  • Quarterly strategic planning facilitation

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