Fractional CFO
Senior-level financial strategy and guidance without the cost of a full-time hire. Get the insight and direction you need to scale your business or navigate complex decisions.
Beyond the Books
Bookkeeping tells you what happened. A CFO tells you what to do about it and what’s coming next. Most small businesses don’t need someone at this level full-time, but there are moments and stages where you absolutely need that strategic perspective looking at the bigger picture.
A fractional CFO gives you access to senior financial leadership on a part-time basis. You get the thinking and guidance of someone who has sat in that seat for larger companies, applied to your specific situation and goals. The experience without the full-time salary.
The Role
The Role
A CFO looks at the bigger picture. Cash flow forecasting, budgeting, financing decisions, pricing strategy, profitability analysis. They take your financial data and turn it into a plan for where you’re going instead of just a record of where you’ve been.
Part-Time Access
Part-Time Access
You don’t need a CFO in your office five days a week. You need someone available when decisions matter. When you’re thinking about a major purchase, a line of credit, or a significant hire. When the numbers need to inform the strategy.
The Tipping Point
Growing businesses hit a point where the owner can’t keep everything in their head anymore. You’re making decisions that have real financial consequences but you don’t have time to dig into the numbers yourself. You’re guessing more than you’re comfortable with.
Sometimes it’s a specific situation. You’re pursuing financing and the bank wants projections. You’re considering a merger or acquisition. You’re trying to figure out whether to expand or consolidate. These moments demand someone who has been through it before.
Growing Pains
Growing Pains
Revenue is up but cash is tight. You’re hiring but not sure you can afford it. You’re winning more work but profitability isn’t improving. These are signs that you’ve outgrown gut-feel decision making and need actual financial strategy.
Big Decisions
Big Decisions
Should you take on debt or bring in equity? Is that new location going to be profitable? What does your break-even look like on a new product line? These questions need real analysis, not hopeful math on the back of a napkin.
Working Together
We start by understanding where your business is and where you want to take it. Then we look at the financials and identify what’s working, what’s not, and what needs to change. From there, it’s about building a plan and checking in regularly to make sure you’re on track.
This isn’t theoretical advice from someone who has only read about business. I’ve been a controller for companies in retail, manufacturing, e-commerce, hospitality, and restaurants. I’ve seen what works and what doesn’t across different industries and situations.
Strategic Focus
Strategic Focus
We work on the things that actually move your business forward. Cash flow management, pricing decisions, expansion planning, financing strategy. You get senior-level thinking applied to your specific challenges without the overhead of a full-time hire.
Real Experience
Real Experience
Twelve years of accounting experience including controller roles in multiple industries. I’ve managed cost accounting, inventory systems, financial reporting, and internal controls. That experience goes into every conversation we have about your business.
Full-Service Bookkeeping for Greater Phoenix
The Next Step:
A Quick Conversation
Tell us about your situation. We'll listen, ask a few questions, and give you a clear price to handle the work.