Finance & Advisory
Fractional CFO services for growing businesses
Get CFO-level thinking without a full-time CFO salary: forecasts, budgets, dashboards and a partner who helps you make the big calls with real numbers.
Sound familiar?
- Revenue is growing but cash always feels tight
- You don't know which services or customers are actually profitable
- Hiring, pricing and expansion decisions feel like guesses
- You want to sell or raise capital someday but aren't ready for the questions
What you get
- 13-week and 12-month cash flow forecasts
- Annual budget and monthly budget-vs-actual review
- Financial dashboard with the KPIs that matter for your business
- Margin and profitability analysis by service, customer or location
- Pricing and hiring scenario models
- Exit-readiness review: what a buyer or lender will look for
The outcome
- Fewer cash surprises
- Clear numbers behind every major decision
- A business that is easier to finance, grow or sell
Led by a former Morgan Stanley and BNY Mellon wealth manager who makes these same decisions running several businesses of his own.
How it works
Our process
- 01
Financial review
We review your books, cash position and goals.
- 02
Model & dashboard
We build the forecast, budget and dashboard.
- 03
Monthly cadence
Regular calls to review results, update forecasts and plan ahead.
- 04
Strategic projects
Pricing, hiring, financing or exit preparation as needed.
Frequently asked questions
Is this investment or tax advice?
No. Fractional CFO work covers your business's finances: forecasting, budgeting, reporting and strategy. We do not provide personal investment, tax or legal advice.
Do I need clean books first?
It helps. If your books need work, we start with a bookkeeping cleanup.
How often do we meet?
Most clients meet monthly, with more frequent check-ins during big decisions.
How is pricing set?
Engagements are scoped to your size and needs. Request a quote to start.
Related solutions
Request a quote
Book a strategy call.
Tell us what's slowing the business down. We'll reply within one business day to schedule a call, then send a written scope and custom quote. No obligation.
Prefer email? build@capitalventures.cc