Fractional CFO Services

Strategic financial leadership to optimize cash flow, improve profit margins, and build wealth through your business — without the full-time hire.

Choose Your CFO Partnership Level

From quarterly strategy sessions to comprehensive financial leadership, get the exact level of CFO support your business needs to scale profitably.


  • Starter CFO Intensive

    For founders who want clarity and a plan without a long-term retainer.

    One deep-dive 90-minute financial strategy session

    Review of your financials, cash flow, and profit margins

    Custom "Enough Number" + Revenue Floor calculation

    90-day Profit Optimization Roadmap

    Email support for 8 weeks after the session

    Best for: Founders at early 6-figures who need direction, not yet a CFO on call.

    I'm Ready

  • Growth CFO Partnership

    Ongoing support to stabilize cash flow and grow profit.

    Monthly 60-minute CFO Strategy Sessions

    Custom Financial Dashboard setup + ongoing updates

    Quarterly Runway + Revenue Floor recalibration

    Profit Moves Playbook (pricing, taxes, offers, expenses)

    Unlimited Slack/email support for financial questions

    Tax-ready entity & compliance review

    Best for: Entrepreneurs ready to grow past feast-or-famine cycles and consistently pay themselves.

    I'm Ready

  • Legacy CFO Partner

    Full-scale financial partnership for scaling with ease.

    Bi-weekly CFO Strategy Sessions (2x per month)

    Fully customized Founder's Dashboard (real-time KPIs)

    Forecasting, cash flow modeling, & "what-if" scenario planning

    Proactive tax strategy & quarterly estimated tax planning

    Pricing & profitability analysis across all offers

    Strategic hiring + compensation planning

    Access to my network of trusted tax/legal/finance professionals

    Priority support & advisory access

    Best for: 7-figure visionaries and scaling founders who want CFO-level insight without a full-time hire.

    I'm Ready