Know your numbers, pay yourself first, and make big decisions with confidence. A fractional CFO gives you executive-level financial leadership a few hours a month, without the executive salary.
Start where the business actually needs help. Most owners begin with the books, get their numbers straight, and grow into the CEO work from there. Some come in the other direction. Either way, the pieces are built to connect.
Sound Familiar?
Revenue is up, but the bank account doesn't show it. Hiring and spending decisions come down to gut feel. Your pay changes month to month depending on what's left, and tax time is always a surprise. You're great at what you do. Nobody taught you the business side. That's fixable.
Monthly Financial Review
We walk through your P&L, balance sheet, and cash flow together, in plain English, so you know exactly where the business stands.
Cash Flow Forecasting
A rolling forecast that shows cash crunches months before they hit, so you plan ahead instead of scrambling.
Budgets and Target Percentages
Clear targets for payroll, overhead, marketing, and profit, so your team knows the numbers, not just you.
Owner Pay Planning
A steady, sustainable paycheck for you, set by what the business can actually support, plus a plan to grow it.
Decision Support
Run the numbers before you hire, raise prices, add a location, or sign a lease, so you know what the decision does to your cash.
Built for Law Firms
Contingency fee timing, case costs, and trust accounting. Our Rescue My IOLTA division means we know the difference between firm money and client money.
Ready to Run Your Business Instead of Letting It Run You?
Book a free conversation. We'll look at your numbers together and tell you plainly what we see and what we'd do first.
Fractional CFO: Frequently Asked Questions
What is a fractional CFO?
A part time financial strategist. Your bookkeeper records what happened and your CPA files your taxes. A fractional CFO looks forward: forecasting cash, setting targets, and guiding big decisions before you spend the money.
How much does a fractional CFO cost?
It depends on how much support you need. Some owners need a full monthly engagement. Others start with our Mini-FCFO, a lighter on-ramp. We'll recommend the right fit and won't sell you a package you don't need.
Do you only work with law firms?
No. Law firms are a specialty, and we also work with service businesses, home services, construction trades, and other small to midsize companies.
Do my books need to be clean first?
Yes. A forecast built on bad data can't guide you. If your books need work, our bookkeeping team gets them current before the CFO work begins.
Does a fractional CFO replace my CPA?
No. Your CPA handles tax filing. We work alongside them so you plan ahead instead of reacting at tax time.