Fractional CFO & Controller Services
Senior finance leadership on a fractional basis: forecasting, budgeting, and lender and investor reporting. Delivered by licensed CPAs and backed by our own 75-person accounting team.
When companies call us
- →Growth has outpaced the bookkeeper, but a full-time CFO is not justified yet
- →A lender or investor is asking for reporting you can't produce
- →The close takes weeks and nobody trusts the numbers when it finally lands
- →Revenue is up, cash is flat, and nobody can say exactly why
- →A CFO just left and the institutional knowledge went with them
How an engagement runs
We go through the books, controls and reporting with you and say plainly what is working and what it is costing you.
Named staff across CFO, controller, bookkeeping and AP/AR are assigned to your account. They work in your systems and follow your approval process rather than ours.
That team takes over bookkeeping, AP and AR so the data behind every decision holds up.
Budget, 13-week cash flow and the scenarios that inform hiring, capex and financing.
Close, reporting pack and a standing CFO review, plus support when a bank or investor calls.
What's included
Budgeting & forecasting
Annual budgets, rolling forecasts and driver-based models tied to how the business earns.
Financial statement preparation
GAAP-basis statements prepared for owners, boards, auditors and lenders.
Investor & lender reporting
Capital account statements, covenant tracking, and the packages your capital partners expect.
Cash flow management
Thirteen-week cash forecasting and working capital discipline, with warning ahead of a squeeze.
Controls & process
Approval workflows, segregation of duties, and a close calendar that holds.
Debt & financing support
We use our banking relationships to help clients raise debt for growth and expansion.