Our Expertise
- Budgeting & Forecasting: We build budgets and financial forecasts so you have a clear picture of where your business is headed, not just where it's been.
- Actual vs. Forecast Reporting: We compare your actual results against your forecasts, identify the variances, and report the findings so you know exactly where things stand.
- Cash Flow Analysis: We review your cash flow, identify concerns, and find areas where it can be improved so your business stays healthy and liquid.
- Operational Review: We review how your business operates, identify inefficiencies, and find opportunities to improve profitability and streamline processes.
- Financial Feasibility Analysis: If you have a direction you want to take, we map it out financially and tell you whether it makes sense before you commit.
- Break-Even & Pricing Analysis: We determine what it takes to break even, whether your services or products are priced correctly, and where your margins have room to improve.
You'll recognize these situations
- You're making decisions based on gut feeling, not financial data
- You don't have a budget or forecast and you're operating blind
- Cash flow feels tight but you can't pinpoint why
- You want to expand, launch something new, or change direction but don't know if the numbers support it
- You're not sure if your pricing is right or if you're actually profitable on each service or product
How a Fractional CFO engagement works
- We start with a consultation to understand your business, your financials, and what you need
- We scope the engagement based on your priorities, budgeting, cash flow, pricing, feasibility, or a combination
- We do the analysis, build the reports, and present our findings with clear recommendations
- We meet with you regularly to review performance against plan and adjust as your business evolves
This service is built for businesses that
- You're spending money but can't tell which parts of your business are actually profitable
- You've been thinking about expanding, hiring, or launching something new but don't know if the numbers support it
- You set prices years ago and haven't revisited whether they still make sense
- Cash comes in and goes out but you have no real visibility into where it's going
- You're making financial decisions based on what's in the bank account, not a plan
