Fractional CFO
Partnership
Ongoing financial leadership for growing companies
The Fractional CFO Partnership is for founders who are past the early scramble and ready to run a more intentional, informed business. You are making bigger decisions, carrying more responsibility, and you know that guessing is no longer a strategy.
This is where we come in as your strategic finance partner. You get CFO level thinking, structure, and support without the commitment or cost of a full time hire.
What you can expect
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This partnership is designed for you if any of this feels familiar:
Revenue has grown, but your systems, reporting, and visibility have not kept up.
You are making decisions about hiring, expansion, pricing, or investment and want to feel confident in the numbers behind them.
You have some financial information, but it feels fragmented, late, or hard to interpret.
You want a trusted partner you can talk to about what is actually happening behind the scenes in your business.
You are not ready, or do not need, a full time CFO, but you want that level of experience in your corner.
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Founders often come to us feeling like:
They are reacting to cash flow instead of planning for it.
They are unsure which products, locations, or services are truly profitable.
They are carrying the weight of every financial decision alone.
They have outgrown basic bookkeeping support but are not sure what to do next.
The Fractional CFO Partnership takes you from reaction to intention. We help you see what is really happening in your business, what needs to change, and how to move forward with a clear plan.
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We offer three levels of support so you can choose the structure that fits where your business is today.
ESSENTIALS:
A focused level of support for businesses that want regular guidance and clear visibility.
You receive:
Monthly strategy call to review performance, plan for the month ahead, and address key decisions.
Ongoing dashboard that highlights your most important metrics and trends.
Planning support that connects your numbers to your goals.
GROWTH
Deeper, more frequent support for companies that are actively scaling and making frequent strategic decisions.
You receive:
Biweekly calls to stay close to performance, cash, and upcoming decisions.
Monthly finance deck that summarizes your results, drivers, and key insights in an executive friendly format.
Forecasting support to model the impact of hiring, pricing changes, growth initiatives, or investment.
PREMIUM:
High touch partnership for businesses with complexity, a growing team, or significant change on the horizon.
You receive:
Weekly touchpoints to stay in sync on performance, priorities, and decisions.
Scenario modelling to compare different paths, investments, or strategic options before you commit.'
Support for your internal team so finance is integrated into how the whole business operates, not siloed.
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Regardless of tier, our goal is to bring structure, calm, and clarity to your financial world. Clients typically experience:
A clear view of performance, margins, and cash position.
Regular, reliable conversations about the numbers and what they mean.
A roadmap for the next quarter and year that connects strategy to financial reality.
A sounding board for major decisions so you are no longer carrying them alone.
More time and mental space to focus on leading, growing, and building the business you actually want.
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We treat your business as if it were our own. That means:
We take the time to understand your model, your team, and your goals.
We communicate in plain language, not jargon.
We are honest when something is not working and thoughtful about how to improve it.
We ask questions, challenge assumptions, and bring a steady, calm perspective to complex situations.
This is not a transactional relationship. It is an ongoing partnership where we sit alongside you, not above you.
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Most Fractional CFO engagements begin with a deeper onboarding period where we:
Learn your business and current financial setup.
Refine or build key reports and dashboards.
Align on goals, priorities, and decision making rhythms.
From there, we move into a consistent cadence based on your chosen tier. We recommend a minimum commitment period so we have the time to create meaningful change, not just quick fixes.
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This partnership is a strong fit if you want to:
Move beyond basic bookkeeping and tax compliance into true financial strategy.
Have a trusted partner who knows your numbers, your goals, and your context.
Build a business that is sustainable, not just busy.
If you are looking for a one off review or a single meeting, our Financial Clarity Intensive may be a better starting point. If you are ready for ongoing support, the Fractional CFO Partnership is designed for you.
Next step:
If you are ready to explore what a Fractional CFO Partnership could look like for your business, the next step is a conversation. We will learn about your business, understand what you need, and recommend the level of support that fits best
Curious about Investment?
WHAT OUR CLIENTS SAY
Let’s Chat
Interested in working together? Want to get an idea of investment?
Fill out the form with any questions you have.
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We can’t wait to help you gain clarity and action.