Over the years, we’ve collaborated with numerous organizations, guiding them through challenges, offering strategic financial solutions, and successfully executing critical initiatives.

Whether you’re a startup, a growing company, or an established enterprise, having a Chief Financial Officer (CFO) on your team is crucial. However, not every organization can afford a full-time CFO. That’s where the concept of a Fractional CFO comes into play.

 Following are what our Fractional CFO professionals can assist you with:

Interim Management: 

Change is inevitable, and unforeseen transitions in leadership can occur. Whether a valued financial leader departs, or a deliberate decision is made to part ways, this juncture demands careful consideration. Entrust this pivotal decision to us as we navigate you through selecting the right financial leader for your organization. 

Loan Staff CFO: 

Our highly skilled CFOs are always ready to fulfill this essential function within your organization. Whether you’re a non-profit or a traditional for-profit business, we provide flexible support, ranging from an hour a month to a full workweek. Gain the advantages of having an expert Fractional CFO precisely when you need them.

Mentoring: 

Is your controller in need of guidance? Our mentoring services are just a phone call away. We’ve aided family businesses in developing talent and served as a knowledgeable resource for inexperienced controllers. Access expert advice and guidance at a fraction of the cost of other resources.

Staff Assessment: 

In an era of remote work and shifting responsibilities, ensure your accounting department is operating at peak efficiency. Our seasoned financial professionals can offer an unbiased assessment of your staff, complete with recommendations for staffing levels, job responsibilities, and salaries. Ensure your team is optimally structured for a highly satisfied and top-performing accounting department.

Strategic Alignment: 

As the visionary leader of your organization, ensure your financial initiatives align seamlessly with your overall mission and vision. Our Fractional CFOs bring extensive experience in strategically aligning finance and accounting functions to support your organization’s broader objectives.

Special Projects: 

Imagine having an extra pair of hands when needed. Our CFO Services offer the next best thing. If your capable CFO is at capacity, delegate traditional tasks or special projects to our experts. Whether it’s mergers and acquisitions, cost control, business line evaluations, or streamlining processes, we’re here to help.

Turn Around Assistance: 

Navigating economic challenges is no easy feat, especially in the aftermath of a challenging year. While we can’t perform miracles, our expert financial leadership can guide you through the tough times. We’ll collaborate with your financial institution, streamline processes, cut expenses, and explore cost-saving measures to help your organization weather economic hardships.