For Businesses

Need an FP&A Guru?
You’re at the Right Place!

Founders and CEOs!
Make decisions with confidence –
real FP&A insight, zero guesswork.

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Who We Serve

We connect businesses with fractional CFOs who bring strong Financial Planning & Analysis, Forecasting, Cash Strategy, and Financial Leadership to your organization.

Ideal for:
• Founders and CEOs looking for financial clarity
• Investors and PE-backed portfolios needing deeper visibility
• Companies in transition or rapid growth
• Family offices and nonprofits seeking financial discipline
• CFOs needing extra FP&A bandwidth

What Our CFOs Can Help You With

Our members provide flexible, senior-level support tailored to your business stage and goals. Common focus areas include:

Budgeting & Forecasting

Build forward-looking financial plans that support growth and improve strategic decision-making.

Operational Finance

Improve pricing, cost structure, budgeting, and internal financial processes.

Cash Flow & Capital Planning

Manage liquidity, plan capital needs, and optimize working capital.

Transaction Readiness

Prepare for fundraising, M&A, or due diligence with clean books and clear metrics.

KPI Design & Reporting

Turn financial data into actionable insights with dashboards and clear reporting.

Board & Investor Relations

Support founder/CEO interactions with boards, lenders, and outside investors.

process

How It Works

Find your next CFO directly – fair rates, no recruiters, no commissions.

Submit a Request

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Meet an experienced CFO
within 48 hours

Explore More Options

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Fill out the form - we’ll introduce you to a qualified CFO within 48 hours.
No fees. No catch. Always FREE for businesses.

Testimonials

What Our CFOs'

Clients Are Saying

Ben came on board to help us organize and forecast our cash flow after an influx of research grant funds were received. He has a no nonsense, logical and easy to understand approach which proved very valuable as we worked together to build assumptions into our cash forecasting. He laid a strong, yet flexible, foundation from which to grow.

Erika SmithCEO - ReNetx Bio

Hugo stepped in as our Fractional CFO during a critical time. He revamped our budgeting process, improved cash visibility, and helped us make smarter, faster decisions. His costing expertise and leadership were instrumental in taking our operations to the next level.

Jesse T.Manager - CorrPro Industries

After 22 years of reacting to problems, we realized our company was in distress and needed stronger financial insight. A full-time CFO was too costly, so we chose a part-time option. For over two years, Mohamed has strengthened our systems and culture, helping the team see how all roles connect. His guidance improved vendor relations, cut costs, and positioned us for sustainable growth.

John BambergerBWI-Imports Inc

Brian is a very talented finance executive. While at USWeb/CKS he drove our entire budgeting and financial planning and analysis function. He is extremely hard working, very bright, innovative and Brian is always focused on delivering results. I would gladly work with him again in the future.

Toby CoreyCo-Founder / CEO – Tuul Technologies

As a Fractional CFO, Hugo brought back structure and focus to our finances. He quickly identified inefficiencies, improved cost tracking, and gave us the tools to grow with confidence. His professional approach made him a trusted advisor to both our team and leadership.

Abraham G.G-Construction

Randy is an outstanding CFO consultant whose clarity, discipline, and financial expertise have transformed how we manage and act on our numbers. He simplifies complex reports into actionable insights, forecasts with precision, and builds stronger systems and accountability. A trusted partner with integrity and vision, Randy has reshaped our approach to finance and growth.

Brian S. SnowdenCEO – Beltone NE

Brian created a revenue model for our conversion from a perpetual license and maintenance software policy to a term license, subscription-based approach. Brian did an excellent job of building a sustainable model that managed the complexity of billings, revenue and deferred revenue data over multiple years and in numerous currencies. The model was the basis for audited revenue and deferred revenue values as part of our acquisition and related SEC filing.

Matt SoaresReal Estate Investor

Mohamed and his team have been a great asset to our company. They successfully helped us transition from an outdated accounting platform to a new one, handling the process smoothly and professionally. I trust them with our sensitive, trademarked documents, and they have consistently gone above and beyond to overcome challenges. Their team provides reliable, responsive support at all times.

Ara BedrosVP Operations – ECC LA

Lukas helped us level up our business by getting our finances in order and setting up a dashboard to track our metrics. As a business owner, having this kind of clarity and control has been incredibly helpful. Highly recommend working with Lukas!

Jessica A.Owner – BCG Consulting

Ben was one of our first financial brains when we founded the company. His knowledge and ability to provide insights in a clear concise way has allowed us to build a smart financial foundation and yet allow there to be flexibility. We are based in a few countries and have global clients, so the necessity for intelligence and communication across markets has been crucial. I Couldn’t recommend him more highly.

Clare MunnChairman, CEO - BoxPlay.io

I have had the pleasure of working with Lev on several occasions over the last 3 years, turning to him for both tax advice and business development consulting. He was always highly professional, extremely knowledgeable, and very thorough. I highly recommend his services for both tax preparation and business consulting.

Igor P.

Over the past six years at IC3D, Ben has provided steady and reliable support in his Fractional CFO role. His consistent attention to our financial details has helped maintain the order and compliance of our books, while his methodical approach to managing finances has contributed to our company’s growth and fiscal stability. Moreover, Ben's straightforward and ethical manner has made working with him an agreeable and trustworthy experience for the entire team.

Michael CaoCEO - IC3D Printers, Inc.

Highly professional and knowledgeable team managed by Lev, specializing in business tax services. They provide clear guidance, ensuring compliance while maximizing deductions and efficiency. Exceptional customer service and prompt responses make them a reliable partner for any business's tax needs.

Nataliya De Souza

I hired Brian on a contracting basis to be the first CFO of my start-up company. He performed this role extremely well, building up our chart of accounts, developing a sophisticated financial model, creating powerful board presentations and overseeing the accounting function. Even as we reached the point where I could hire a VP Finance, Brian has remained a trusted associate. I have brought him back periodically to take on financial modeling and analysis projects, and he has always performed at an outstanding level in terms of work quality and productivity.

Tom MohrFounder / CEO – CEO Quest

We have been working with Lev for 15 years and have nothing but praise. They are on top of everything and have handled all our filings quickly and at a reasonable cost.

Alan Draper

Why a Fractional CFO – Not an FP&A Analyst?

Most small and mid-sized businesses think they just need an FP&A analyst – but what they actually need is senior financial leadership that can turn analysis into decisions.

That’s where a fractional CFO makes the difference. You get an experienced finance professional who can not only lead Financial Planning & Analysis, but also guide decision-making, manage cash flow, build forecasts, and support fundraising – all without the cost or long-term commitment of a full-time hire.

Larger companies also rely on fractional CFOs for interim or project-based support, whether filling a leadership gap, preparing for a transaction, or executing a critical initiative.

Our members step in quickly and work flexibly based on your goals. Whether you’re scaling, raising capital, or cleaning up your financials, we’ll connect you with a CFO who fits your needs.

It’s completely free for businesses to request a CFO match — no fees, no commissions, no delays.

Ready to Take It to the Next Level?

Submit a request – we’ll help you find the right expertise.

For a comprehensive overview of hiring a fractional CFO in 2026, see our Guide to Hiring a Fractional CFO