New Claremore Tax Strategy: $4,000 investmentยท$20,000 savings guarantee See the offer

Executive team / Chief Financial Officer

Decisions driven by data, not emotion.

A senior finance executive who builds the forecasts, budgets and cash plans every other decision depends on, for a fraction of a full-time salary.

What your CFO owns

Executive leadership for every part of your finances.

Forecasting & budgeting

A rolling forecast and an annual budget you actually use, updated as the business changes.

Cash-flow management

Week-by-week cash visibility so you see a crunch coming months before it arrives.

Reporting that explains itself

Monthly reports with written commentary on what changed, why, and what to do next.

Tax-aware strategy

Entity structure, owner compensation and timing decisions made with taxes in mind.

Pricing & margins

Know which products, services and customers actually make you money.

Financing & M&A readiness

Clean financials and a clear story for lenders, investors or a future buyer.

Signs you need a fractional CFO

Sound familiar?

If two or more of these describe your business, a fractional CFO will likely pay for itself.

Book a consult
  • 01You make big decisions based on your bank balance
  • 02Revenue is growing but profit is not
  • 03You are surprised by your tax bill every year
  • 04You are planning to raise capital, borrow or sell
  • 05Your books are current but nobody explains what they mean

Your first 90 days

A clear start, then steady progress.

  1. Days 1 to 30

    Learn the business

    Review your books, reporting and cash position, and learn the language of your business.

  2. Days 31 to 60

    Build the foundation

    Stand up your forecast, budget and cash dashboard, and fix any reporting gaps.

  3. Days 61 to 90

    Set the agenda

    Deliver a financial plan with clear priorities, then meet regularly to keep it on track.

Ready when you are

Put an experienced CFO on your team.

Tell us where your business is and where it is going. We will show you what a fractional CFO would focus on first.