You don’t need a full-time CFO to get serious about your numbers. You just need someone who understands your business, knows what to look for, and gives you honest advice you can use.
That’s what our Fractional CFO, Virtual CFO, and Part-Time CFO services are all about. Same strategic help. None of the big salary or corporate nonsense.
We help you make smarter financial decisions, manage cash flow, plan for growth, and finally feel in control of your business money.
A Fractional CFO is like having a Chief Financial Officer—without hiring one full time. You get high-level financial help, just on a schedule that fits your business (and your budget).
We’re there when you need us:
Weekly, biweekly, or monthly check-ins
Help with planning, forecasting, pricing, and cash flow
Guidance during big decisions (expansion, hiring, funding)
Clarity when things feel tight or uncertain
You get a real person who’s in your corner—not just someone running reports and bouncing.
Here’s what we actually do as your CFO partner:
Review and explain your financials in plain English
Create budgets and forecasts you can actually use
Help with pricing strategy and margins
Track cash flow and help plan for slow periods
Set and monitor financial goals
Build out dashboards and KPIs
Prep financials for loans, investors, or boards
Spot financial red flags before they become problems
We don’t just talk about the numbers. We help you use them to make decisions with confidence.
Bookkeeping tells you what happened. A CFO helps you decide what happens next.
If you’re constantly wondering:
“Can I afford to hire right now?”
“Is this product/service actually profitable?”
“How do I handle this slow season coming up?”
“What should I pay myself?”
…you’ll benefit from having us in your corner.
One Seattle client was about to hire two new employees. We ran the cash flow numbers and found they could only afford one—unless they raised prices. They made the change and hired smart, not fast.
We support:
Service-based businesses
Contractors and trades
E-commerce shops
Agencies and creatives
Restaurants
Startups
Nonprofits
If your business makes money, spends money, and has goals—we can help make sense of it all.
We’re based in Seattle, but we work with businesses across Portland, Memphis, and all over the U.S.
Most of our work is done remotely. We’ll meet over Zoom, share screens, review reports together, and send follow-ups that don’t sound like a robot wrote them.
No corporate lingo. Just real advice in plain language.
A lot of business owners think CFOs are only for big companies. That’s not true. You need financial strategy even more when you’re growing, scaling, or dealing with uncertainty.
We’ve helped solo founders build their first budget. We’ve helped six-figure businesses get profitable again. And we’ve helped multi-location shops plan smart growth.
If you’re tired of guessing, tired of surprises, and ready to make better money decisions—we’re here to help.
We’ll act like a CFO, without acting like a big-shot.
Clear strategy. Flexible support. Honest advice.