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A CFO who knows your business, without the full-time salary

This is where numbers become decisions. Forecasting, cash flow strategy, growth planning, exit prep. The kind of financial thinking that changes what your business is worth.

When you need this

You're planning a major investment

New trucks, a second location, an acquisition. You need someone to model the scenarios and tell you if the numbers work.

Cash flow keeps surprising you

Revenue is up but the bank account says otherwise. We build forecasts that show you where the cash actually goes.

You're meeting with lenders or investors

Banks and PE firms expect a level of financial sophistication that most trades businesses don't have in-house. We bridge that gap.

How it works

1

Understand the Business

We dig into your financials, operations, and goals to understand what decisions you're trying to make.

2

Build the Models

We create forecasts, budgets, and scenario analyses tailored to your specific business and industry.

3

Advise on Strategy

We meet with you regularly to review the numbers, pressure-test plans, and help you make informed decisions.

4

Support Key Moments

When it's time for a bank meeting, a board presentation, or a deal negotiation, we're in your corner with the data.

Who this is for

This is for owners who are making big decisions without the financial clarity to back them up. You're thinking about growth, an acquisition, an exit, or a major investment, and you need someone who can model the scenarios, stress-test the plan, and tell you what the numbers actually say.

Ready to get started?

Let's talk about what fractional cfo looks like for your business.