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Fractional CFO Services

Scale effectively with strategic finance leadership.

Fractional Chief Financial Officers provide objective finance oversight that drives business growth. Get expert support with executive-level decisions, operational management, investor relations and more.

Get in touch

Start your journey with a detailed diagnostic.

Not sure where you need support? Get started with an in-depth finance and accounting diagnostic. We’ll identify any current gaps and potential business opportunities with a deep dive into your finance operations, payroll, sales and more.

Start with a diagnostic

A closer look at our fractional CFO services.

Fractional, part-time and interim

Strategic Planning and Advisory

Strategic planning and advisory includes:

We’ll guide you through critical business decisions that enable long-term, sustainable growth. Your dedicated, fractional CFO will help optimize your business strategy by leading planning sessions, analyzing performance and identifying risks.
  • Planning finance strategy and setting achievable goals
  • Optimizing your business model
  • Reviewing your capital structure and fundraising strategies
  • Supporting with executive-level decisions and analysing scenarios

What's Included

Operational Optimization

Operational optimization includes:

We’ll improve your business performance by streamlining your finance operations. Your dedicated, fractional CFO will work closely with your leadership team to assess current processes, identify inefficiencies and implement improvements.
  • Developing KPIs and performance metrics
  • Analysing cost structures and improving margins
  • Modelling profitability and assessing pricing strategies
  • Improving processes across finance functions
  • Optimizing technology and reporting systems

What's Included

Merger and
Acquisitions

Merger and acquisition support includes:

We provide strategic finance leadership throughout the M&A lifecycle—from pre-deal planning to post-close integration. Your dedicated, fractional CFO will offer objective insight to ensure that all transactions align with your business goals. 
  • Ensuring financial due diligence for both buy-side and sell-side
  • Valuation modeling and deal structuring
  • Evaluating acquisition targets and analysing synergy
  • Capital planning and funding strategy
  • Planning post-merger integrations and executions

What's Included

Risk Management

Risk management includes:

We’ll protect your business from operational risks and ensure long-term resilience. Your dedicated, fractional CFO will work closely with your leadership team to identify vulnerabilities and implement proactive security measures.
  • Conducting risk assessments and designing internal controls
  • Managing cash flow and liquidity risks
  • Meeting compliance and regulatory guidelines
  • Preventing fraud and financial oversight

What's Included

Funding and Investor Relations

Fundraising and investor relations support includes:

We’ll manage funding strategies and investor relationships to ensure long-term financial success. Your dedicated, fractional CFO will lead the entire fundraising process – from identifying capital needs to securing investments.
  • Creating fundraising strategies and capital planning (debt & equity )
  • Financial modeling and support with investor pitches
  • Due diligence preparation and data room management
  • Managing ongoing investor communications and reports
  • Managing stakeholders and board presentations

What's Included

Your goals are our goals. 
Scale confidently with us by your side.

Our finance specialists work shoulder to shoulder with your team to ensure that our solutions are targeted, strategic and customized to meet your needs. Whether you’re looking for long term support or immediate relief, we always guarantee hands-on, personalized support that truly integrates with your business.

About us

30+

Years of experience

200+

Clients helped

40+

CPAs on the team

Scale your business with our support.

Connect with our industry experts and receive a free initial consultation. During our call, we’ll discuss your finance and accounting needs and see if we’re the right fit to help you optimize business growth.

Call us for a free consultation

Business Development Team

+1 289-203-0515

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