top of page
Image by Christina @ wocintechchat.com

Fractional CFO's

Our team of C-Suite level startup veterans bring an average of more than 20 years of experience, providing immediate impact to your business.

Pricing
Fractional CFO's
$500

As low as $500/month​

Deliverables & Services

Cash Management – Monthly Burn & Runway

 

By thoroughly analyzing your financial data and cash flows, we will identify areas of improvement and implement tailored strategies to optimize your cash management, extend your Runway, and ensure your business maintains sufficient liquidity to navigate both normal and challenging economic conditions, ultimately helping you achieve your financial goals with greater confidence.

 

13-week Cash Flow Forecasting

 

We offer a comprehensive and forward-looking approach to cash planning. Through meticulous analysis of your historical financial data and current business operations, we will develop accurate and reliable cash flow projections, enabling you to make informed decisions, anticipate potential cash shortfalls, and implement effective strategies to maintain optimal liquidity and financial stability for your business.

 

Revenue & COGS Projections

 

By conducting a detailed analysis of your historical sales data, market trends, and industry benchmarks, we will develop accurate and realistic revenue projections, while also examining your cost structure and supply chain dynamics to create precise Cost of Goods Sold (COGS) estimates, empowering you to make data-driven decisions, optimize your pricing strategies, and enhance profitability.

 

Pricing & Profitability Analysis

 

Through a thorough examination of your product/service costs, market dynamics, and competitive landscape, we will develop a comprehensive pricing strategy that maximizes your profitability while remaining competitive, ensuring you achieve sustainable growth and make informed pricing decisions to enhance your bottom line.

 

Financial Controls & Corporate Governance

 

We can identify potential weaknesses and implement robust controls, ensuring accurate financial reporting, compliance with regulations, and safeguarding of assets, thereby enhancing your corporate governance practices and instilling confidence among stakeholders in your organization's financial integrity.

 

Budget vs. Actuals, Monthly Rolling Forecasts

 

By analyzing your financial performance against budgeted targets, we will identify variances and recommend actionable strategies to improve cost efficiency and revenue generation. Additionally, through monthly rolling forecasts, we will provide real-time insights into your financial outlook, allowing you to adapt to changing market conditions and make proactive adjustments to achieve your financial goals effectively.

 

Financial Modeling & Analysis

 

We can provide you with a comprehensive understanding of your business's financial performance and future prospects. By creating sophisticated financial models tailored to your specific needs, we will help you make informed decisions, evaluate investment opportunities, and assess various scenarios, empowering you to achieve sustainable growth and maximize profitability.

 

Dashboard Reporting 

 

We can provide clear and actionable insights into your financial data. We will design and implement customized dashboards that consolidate key financial metrics and performance indicators, enabling you to make informed decisions quickly, identify trends, and track progress toward your financial goals with ease and efficiency. This visualization of critical financial information will enhance your strategic decision-making process and improve overall financial management.

 

Headcount & Organizational Budgeting

 

We can work closely with your management teams to analyze your workforce requirements, evaluate labor costs, and align your organizational budget with your strategic goals, ensuring optimal staffing levels and cost-efficiency, ultimately helping you achieve a balanced and sustainable financial plan for your business.

 

Implementing Company Milestones

 

Our firm can assist you in developing a robust financial framework to track and achieve your strategic objectives. We will collaborate with your team to establish measurable milestones, create financial projections, and implement performance metrics, ensuring you stay on course with your business goals and maintain financial discipline throughout your journey towards success.

 

Product Roadmap

 

We can conduct a thorough financial analysis and feasibility study of each products’ development and launch. We will evaluate the cost implications, revenue projections, and profitability potential of your product offerings, enabling you to make informed decisions, prioritize investments, and align your roadmap with your financial objectives, ultimately leading to a more successful and financially sustainable product strategy.

 

SBIR / Grant Oversight

 

We offer comprehensive support with SBIR (Small Business Innovation Research) / Grant Oversight. We will assist you in navigating the complexities of grant funding, ensuring proper financial management and compliance with funding requirements, providing accurate financial reporting, and maximizing the impact of your research and development projects, helping you secure continued funding and successfully advance your innovative initiatives.

 

Banking Relationships / Lending

 

We can provide valuable expertise in managing your Banking Relationships and Lending needs. We will assess your financial requirements, negotiate with banks on your behalf, and optimize lending terms to secure competitive financing options that align with your business goals, helping you build strong banking relationships, improve cash flow, and access the capital necessary for growth and expansion.

 

Robust Board & Investor Reporting

 

We can ensure clear and transparent communication of your financial performance to stakeholders. We will design comprehensive reporting packages that provide in-depth insights into your financial metrics, key performance indicators (KPIs), and progress towards strategic goals, enabling you to build trust with your board members and investors, foster confidence in your financial management, and strengthen relationships with key stakeholders.

 

409A / Valuations

 

Leveraging our expertise and industry knowledge, we will conduct thorough assessments to determine the fair market value of your company, ensuring compliance with regulations and helping you make informed decisions related to stock options, equity compensation, and financial reporting.

 

Implement Insurance & Risk Mitigation 

 

We can conduct a comprehensive risk assessment, analyze your insurance coverage, and negotiate with insurance providers to ensure you have adequate protection against potential risks while optimizing insurance costs, providing you with greater financial security and peace of mind in the face of uncertainties.

 

Lender & Lease Negotiations

 

Leveraging our financial expertise and negotiation skills, we can work on your behalf to secure favorable terms with lenders and landlords, optimizing loan conditions and lease agreements to suit your business needs, ultimately helping you save costs, enhance cash flow, and strengthen your financial position.

 

Audit Preparation

 

Our firm will meticulously review and organize your financial records, ensuring they are in compliance with auditing standards and well-prepared for the audit process. By conducting internal assessments and addressing any potential issues proactively, we will streamline the audit process, minimize disruptions to your business operations, and instill confidence in stakeholders.

 

KPI & Business Metrics Implementation

 

We will work closely with your team to identify key performance indicators (KPIs) and business metrics relevant to your industry and goals. By implementing a robust measurement system, we will provide you with valuable data-driven insights into your company's performance, enabling better decision-making, early detection of potential issues, and strategic planning for long-term success.

 

Regular Financial Hygiene Assessments

 

Our firm will conduct periodic financial health assessments to review your financial processes, controls, and reporting accuracy. Through these assessments, we will identify areas for improvement, implement best practices, and ensure ongoing compliance with financial regulations, optimizing your financial management and organizational efficiency.

 

Series A/B Fundraising

 

Leveraging our expertise and industry knowledge, we will guide you through the Series A/B fundraising process. By helping you develop compelling fundraising materials, refine your pitch, and connect with potential investors, we will increase your chances of securing the necessary funding to fuel your company's growth and expansion.

 

Due Diligence Prep & Support

 

We will support you throughout the due diligence process, preparing all necessary documentation and providing insights to potential investors or acquirers. By conducting thorough due diligence preparation, we aim to ensure a smooth and efficient evaluation, facilitating a successful transaction or investment.

 

Fundraising Materials & Pitch Prep

 

Our firm will work closely with you to develop comprehensive and persuasive fundraising materials. By refining your pitch and clearly communicating your company's value proposition and growth potential, we will help you make a compelling case to potential investors and attract the funding needed to achieve your strategic objectives.

 

Term Sheet Evaluation & Contract Negotiations

 

Our team will carefully evaluate term sheets and guide you through the contract negotiation process. By providing expert insights and advice, we aim to protect your interests, secure favorable terms, and facilitate a successful deal that aligns with your business goals.

 

Cap Table Management

 

Our firm will assist you in managing your cap table, ensuring accurate and up-to-date ownership information. By simplifying equity tracking and providing support for future fundraising efforts, we will help you effectively manage your ownership structure and navigate complex equity-related matters.

 

R&D Tax Credit

 

We will help you identify and maximize R&D tax credits, ensuring you receive the appropriate tax incentives for your research and development activities. Our thorough understanding of tax regulations and eligibility criteria will help you optimize your R&D tax benefits and minimize tax liabilities.

 

Human Resources Alignment

 

Working with your HR department, our firm will align your workforce strategy with your financial goals. By optimizing employee costs, improving workforce productivity, and implementing effective HR practices, we will help you build a strong, motivated team to support your business objectives.

 

Employee Benefits Implementation

 

Our firm will help you design and implement competitive employee benefit packages tailored to your organization's needs and budget. By offering attractive benefits, you can attract and retain top talent, enhance employee satisfaction, and build a strong company culture.

 

Exit Strategy Planning

 

Collaborating closely with your team, we will develop a comprehensive exit strategy that aligns with your long-term goals. By exploring various options, such as mergers, acquisitions, or IPOs, and navigating the complexities of business transitions, we will help you achieve your desired outcomes and maximize value for stakeholders.

 

 

 

Engaging the services of a Fractional Chief Financial Officer (CFO) presents a multitude of advantages that can significantly elevate a business's financial prowess and overall performance. A Fractional CFO, functioning as a part-time, virtual, and outsourced financial expert, brings a depth of knowledge and strategic guidance without the hefty expenses and long-term commitment associated with a full-time CFO. 

 

Let's delve into the top 10 reasons why considering a Fractional CFO could be a transformative decision for your company:

 

Cost-effectiveness: For smaller businesses or startups operating on a tight budget, hiring a Fractional CFO is an astute choice. Since you only pay for the specific time and services you require, it becomes far more cost-effective than employing a full-time CFO.

 

Unparalleled Expertise and Experience: Fractional CFOs typically boast an extensive track record as seasoned financial professionals. Their wealth of knowledge and experience, acquired from working with diverse companies, equips them to bring valuable insights and best practices to your business.

 

Sharpening the Focus on Core Competencies: Entrusting financial management to a Fractional CFO allows business owners and management to concentrate on their core competencies and daily operations. The resulting increase in productivity and efficiency can significantly drive overall success.

 

Empowering Strategic Financial Planning: Crafting long-term financial strategies and comprehensive business plans is essential for achieving sustainable growth. A Fractional CFO becomes a vital ally in formulating these plans and guiding your company towards its financial goals while deftly navigating potential challenges.

 

Data-Driven Decisions: Armed with the expertise to provide in-depth financial analysis and reporting, a Fractional CFO empowers you to make well-informed, data-driven decisions. This analytical edge is crucial for identifying growth opportunities and areas in need of improvement.

 

Optimized Cash Flow Management: Effective cash flow management lies at the heart of any successful business. A Fractional CFO can optimize your cash flow, minimize cash gaps, and enhance overall financial stability, ensuring your company remains on solid ground.

 

Mitigating Financial Risks: The financial landscape can be fraught with risks, and identifying and addressing these challenges requires astute financial acumen. A Fractional CFO is adept at recognizing potential risks and formulating strategies to mitigate them, safeguarding your company's financial security.

 

Access to an Extensive Network of Resources: Fractional CFOs bring with them a valuable network of financial and industry professionals. This network can be instrumental in securing funding, forging strategic partnerships, or obtaining expert advice in specialized areas.

 

Flexibility and Scalability: As your business undergoes growth or navigates fluctuations, a Fractional CFO can seamlessly adjust their involvement. This flexibility ensures they can adapt to your evolving needs, providing a stable financial backbone at every stage.

 

Objective and Unbiased Guidance: External Fractional CFOs offer an impartial perspective and unbiased advice, untethered from internal biases or office politics. This objective insight contributes to more well-rounded and informed decision-making within your company.

 

Bringing on board a Fractional CFO represents a strategic move for businesses seeking enhanced financial expertise, astute guidance, and improved financial management without committing to the expenses associated with an in-house CFO. The depth of their knowledge, coupled with their adaptable and cost-effective nature, makes them a valuable asset in achieving sustainable growth and financial success.

 

 

Working with a fractional CFO can be highly beneficial for startups and SMEs. It allows them to access financial expertise without the cost of hiring a full-time CFO. However, there are some common misconceptions that business owners may have about working with fractional CFOs. Let's explore the top six:

 

Misconception #1: High cost for limited value.

It is often assumed that fractional CFOs are expensive for the limited time they spend with the company. However, fractional CFOs offer cost-effective solutions compared to hiring a full-time CFO, as they charge only for the services they provide, without the additional costs of benefits and long-term commitments.

 

Misconception #2: Limited commitment and engagement.

Some business owners may believe that fractional CFOs will not be as invested or committed to their business as a full-time CFO would be. However, fractional CFOs are professionals who take their roles seriously and provide valuable insights and support to help the business grow. They may work part-time, but they are dedicated to their clients' success.

 

Misconception #3: Lack of industry knowledge

There might be a misconception that a fractional CFO, being an external consultant, won't have a deep understanding of the specific industry in which the business operates. In reality, fractional CFOs are experienced professionals who have worked with various businesses across different industries. They bring a wealth of knowledge and expertise that can be tailored to the unique needs of the company.

 

Misconception #4: Only suitable for financial crises.

Some businesses may think that fractional CFOs are only necessary during times of financial crisis or when the company is struggling. On the contrary, fractional CFOs can provide ongoing strategic financial guidance, help with financial planning, budgeting, and forecasting, and contribute to long-term growth and profitability, making them valuable partners at any stage of the business.

 

Misconception #5: Limited scope of responsibilities.

It's a misconception to assume that fractional CFOs only focus on traditional accounting tasks, such as bookkeeping and financial reporting. While these tasks are part of their responsibilities, they also play a broader role in financial strategy, fundraising, risk management, and providing valuable insights to drive business decisions.

 

Misconception #6: Communication and integration challenges.

Business owners might worry that an external fractional CFO won't be able to integrate well with the existing team or understand the company's culture and values. However, good fractional CFOs are skilled communicators who quickly adapt to the company's environment, align with its goals, and collaborate effectively with the team.

 

To ensure a successful partnership with a fractional CFO, it's essential for startups and SMEs to clarify their expectations, communicate openly, and choose a professional with relevant experience and a track record of success in their industry.

Small Businesses need strategic finance but typically can't afford a full-time CFO. Our flexible and fractional approach is an affordable option to accelerate your company's progress. 

Top 10 reasons why considering a Fractional CFO could be a transformative decision for your company:

1. Cost-effectiveness: For smaller businesses or startups operating on a tight budget, hiring a Fractional CFO is an astute choice. Since you only pay for the specific time and services you require, it becomes far more cost-effective than employing a full-time CFO.

 

2. Unparalleled Expertise and Experience: Fractional CFOs typically boast an extensive track record as seasoned financial professionals. Their wealth of knowledge and experience, acquired from working with diverse companies, equips them to bring valuable insights and best practices to your business.

 

3. Sharpening the Focus on Core Competencies: Entrusting financial management to a Fractional CFO allows business owners and management to concentrate on their core competencies and daily operations. The resulting increase in productivity and efficiency can significantly drive overall success.

 

4. Empowering Strategic Financial Planning: Crafting long-term financial strategies and comprehensive business plans is essential for achieving sustainable growth. A Fractional CFO becomes a vital ally in formulating these plans and guiding your company towards its financial goals while deftly navigating potential challenges.

 

5. Data-Driven Decisions: Armed with the expertise to provide in-depth financial analysis and reporting, a Fractional CFO empowers you to make well-informed, data-driven decisions. This analytical edge is crucial for identifying growth opportunities and areas in need of improvement.

 

6. Optimized Cash Flow Management: Effective cash flow management lies at the heart of any successful business. A Fractional CFO can optimize your cash flow, minimize cash gaps, and enhance overall financial stability, ensuring your company remains on solid ground.

 

7. Mitigating Financial Risks: The financial landscape can be fraught with risks, and identifying and addressing these challenges requires astute financial acumen. A Fractional CFO is adept at recognizing potential risks and formulating strategies to mitigate them, safeguarding your company's financial security.

 

8. Access to an Extensive Network of Resources: Fractional CFOs bring with them a valuable network of financial and industry professionals. This network can be instrumental in securing funding, forging strategic partnerships, or obtaining expert advice in specialized areas.

 

9. Flexibility and Scalability: As your business undergoes growth or navigates fluctuations, a Fractional CFO can seamlessly adjust their involvement. This flexibility ensures they can adapt to your evolving needs, providing a stable financial backbone at every stage.

 

10. Objective and Unbiased Guidance: External Fractional CFOs offer an impartial perspective and unbiased advice, untethered from internal biases or office politics. This objective insight contributes to more well-rounded and informed decision-making within your company.

 

Bringing on board a Fractional CFO represents a strategic move for businesses seeking enhanced financial expertise, astute guidance, and improved financial management without committing to the expenses associated with an in-house CFO. The depth of their knowledge, coupled with their adaptable and cost-effective nature, makes them a valuable asset in achieving sustainable growth and financial success.

Working with a fractional CFO can be highly beneficial for startups and SMEs. It allows them to access financial expertise without the cost of hiring a full-time CFO.

 

However, there are some common misconceptions that business owners may have about working with fractional CFOs. Let's explore the top six:

To ensure a successful partnership with a fractional CFO, it's essential for startups and SMEs to clarify their expectations, communicate openly, and choose a professional with relevant experience and a track record of success in their industry.

bottom of page