Fractional Leadership

Big decisions deserve clear financial insight.

Our fractional controller and CFO services give you high-level leadership without the full-time cost — and without the overhead of building a finance department from scratch.

What we offer

We host a range of fractional financial leadership options custom tailored. Some examples of services provided include:

Fractional Controller Services

  • Oversight of monthly close and financial reporting

  • Internal control design and process improvements

  • Cash flow monitoring

  • Budget creation and variance analysis

  • Support for audits, grant reporting, and compliance

Fractional CFO Services

  • Financial strategy and forward-looking planning

  • Cash flow forecasting and modeling

  • Scenario modeling and decision support

  • Board-level reporting and strategic advisory

  • Exit or succession planning for owner-led businesses

We scale our involvement to fit your needs — whether that’s 10 hours a month or two full days a week.

How we work

We’re not consultants who parachute in and disappear. We integrate with your team, understand what drives both you and your organization, and provide the leadership you need. All without the cost or commitment of a full-time hire.

Tailored engagement

We start by listening. Then we build a custom scope based on where you are today and where you want to go tomorrow.

High-impact presence

You’ll see us in meetings and hear from us proactively giving you an understanding of how the decisions are made.

Strategy meets execution

We help you think big picture and get things done. From budgeting to statements and everything in between, we don’t just advise, we deliver on what you need.

What sets us apart

Experience across sectors

From nonprofits and startups to multi-location restaurants and real estate portfolios, we know how to tailor financial leadership to fit your industry.

Operational focus

We don’t just build beautiful models (although we do that too). We work closely with your your entire organization to keep finance aligned with the business.

Flexible, practical, and grounded

No overbuilt plans. No 90-slide decks. Just smart, scalable finance support that works in the real world.

Let’s move your organization forward

If your financial questions are outpacing your current systems, your goals are growing faster than your back office, or you just feel overwhelmed, let’s talk. Fractional leadership may be the bridge you need.