Fractional, interim, and project-based CFO leadership for growth-stage and mid-market companies. Senior finance judgment where you need it — capital, forecasting, board reporting, transaction support — priced to fit before a full-time hire makes sense.
Book Diagnostic Meeting →Every fast-growing company hits the same wall: the finance you had at $10M isn't the finance you need at $50M. The signs are quiet at first, then very loud.
By the time leadership sees the numbers, the quarter is half over. Decisions get made on gut and the last board deck — not the current state of the business.
The 40-tab spreadsheet is fragile, opaque, and different every time someone opens it. Board conversations degrade into debates over the numbers instead of the strategy.
Runway shows on the CEO's desk. Nobody's modeling scenarios. When a raise or a downturn arrives, it's a scramble to build the model that should have already existed.
Fundraises, M&A conversations, and audits catch a finance team without a diligence-ready package. Deals slow down. Terms get worse.
Buy the piece you need. Or all of it. Every offering can stand alone.
Senior CFO leadership on a recurring rhythm — typically 3-5 days per month. Strategy, FP&A, board pack, capital planning, with the transformation muscle behind it. The right model when you need a partner but aren't yet ready for a full-time hire.
Full-time, in-seat CFO leadership through a transition, transaction, or critical period. Typical engagements last 3–9 months and end with a permanent hire in place — or continue as fractional support if that's what fits.
Rebuild the planning process from scratch. Driver-based models, monthly forecasts you can actually update, variance analysis that flags what matters, and a board-grade reporting cadence.
Get ready for the money conversation before you have it. Cash management discipline, capital structure options, and readiness for raises, refinancings, or transactions — well before they land on your calendar.
The point isn't a deck. It's a finance function that reports, forecasts, and decides at a rhythm your business can depend on.
Read the current close, forecast, cash, and reporting. Map what's working, what's fragile, and where the leverage is.
Rebuild the forecast, reporting cadence, and board pack. Fix what's broken in the close. Get cash under active management.
Monthly close review, board pack, forecast refresh, and cash update — running on rails with your team, backed by us.
CFO Advisory takes different forms depending on where you are. Here are the shapes we run into most often — sized to the moment, not the calendar.
Ongoing partnership, typically 3–5 days per month. We run the CFO agenda alongside your team — monthly close review, forecast refresh, board pack, cash and capital planning — with the transformation muscle behind us when systems or process work is needed.
Best fit when you need senior finance judgment consistently but a full-time CFO hire is still a quarter or two out.
Full-time, in-the-seat leadership through a defined period — a raise, a transaction, a CFO gap, a critical rebuild. We take real accountability for the finance function during the window, then hand off cleanly to a permanent hire.
Best fit when the seat needs to be filled now and the permanent search is running in parallel.
Focused work with a defined start, end, and deliverable. Common examples: raise-preparation and data room, FP&A rebuild, board-pack redesign, 13-week cash program, or a diligence-ready audit prep.
Best fit when the problem is specific, the timeline matters, and a subscription doesn't make sense.
Bookkeepers and outsourced accountants handle the transactional layer — invoicing, payroll, month-end journals. We sit above that: strategy, capital, forecasting, board and investor relationships. We work alongside your accounting team, not in place of them.
Fractional CFO engagements typically run 3–5 days per month. Interim CFO engagements are full-time. Project-based work (like a raise preparation) can be a defined block of 4–8 weeks. We size to the problem, not to a subscription tier.
Fractional: usually 6–18 months, sometimes indefinitely. Interim: 3–9 months, typically ending when a permanent hire lands. Project: 4–12 weeks with a defined deliverable.
Our sweet spot is $5M–$250M revenue, but we take on earlier-stage companies preparing for a Series A/B or otherwise headed into finance-critical territory. Below that, most companies do better with an outsourced controller for now.
Yes — that's the whole point of the firm. Most CFO Advisory engagements uncover systems and process work that needs to happen. We can lead the CFO seat and deploy the same team to fix the underlying systems, tax, or automation. One team, one accountability.
A 30-minute call to pressure-test where you are and where the gaps are — no deck, no obligation.