FAQs

A Fractional CFO is an experienced financial executive who works with your business on a part-time or project basis. You get the expertise of a CFO without the cost of a full-time hire.

Your CPA or accountant focuses on compliance and historical records. A Fractional CFO looks ahead: forecasting, strategy, financial clarity, and helping owners make smarter decisions.

We specialize in small to mid-sized companies that need financial leadership but don’t require a full-time CFO. Clients often include construction, real estate, manufacturing, professional services, startups, and nonprofits.

We offer ongoing Fractional CFO retainers for consistent support or project-based work for urgent, time-bound needs like refinancing or ERP transitions.

Pricing depends on scope. Fractional retainers are a fraction of a full-time CFO’s six-figure salary, while project work is billed per engagement. We provide transparent proposals upfront.

It starts with a free consultation. We’ll learn about your goals and challenges, then recommend either an ongoing engagement or project based support.

Yes. We serve companies across the Upper Midwest and virtually nationwide. Many services are delivered remotely, with in-person options available.

Absolutely. We build proformas, pitch decks, and financial reports that give stakeholders confidence and help you tell your story clearly.

That works. We do fast, fixed-scope projects to solve urgent problems—then we train your team and step back. If you want ongoing leadership after that, you can keep a light retainer; if not, everything we built still runs.

Because we’re not your bean counter. We focus on numbers that matter for strategy, traction, and confident decisions.

No. We complement them. We partner with your current accountant, controller, or bookkeeper to ensure you get both compliance and strategy.

Yes. One of our most common engagements is building a 13-week cash flow forecast to give business owners clarity and confidence around liquidity.

We don’t file taxes directly. We work with your tax CPA, ensuring your financials are clean, strategic, and ready for compliance.

Most projects start within 2–3 weeks of the initial consultation. Urgent engagements can often begin sooner.

Our background includes real estate, construction, property management, manufacturing, logistics, and service-based businesses. We adapt quickly to new industries.

Both. Many of our clients prefer remote support for efficiency, but we also provide on-site sessions for strategy workshops, board meetings, or key milestones.

Yes. We’ve led ERP upgrades and financial system transitions. We bridge the gap between operations, IT, and finance to make sure systems actually serve the business.

Yes. Some clients just need a one-time deep dive into their financials, a forecast review, or help with a bank package. We’re flexible.

We typically work with businesses doing $2M–$100M+ in revenue, but we adapt our approach to the size and stage of the company.

Yes, we can help establish a solid foundation for your new business. Set up a complimentary strategy session to determine your current needs and to anticipate future needs as your business grows.

If you’ve ever said: “I don’t fully understand my numbers,” “I need better forecasts,” or “I can’t afford a full-time CFO but need more than my accountant provides” — then a Fractional CFO is a fit.