Expert CFO Services for Growing Businesses
You're scaling but don't have CFO-level financial visibility – and that's costing you.
We match you directly with an experienced CFO in 2 business days. No commissions, no middlemen.
Expert CFO Services for Growing Businesses
You're scaling but don't have CFO-level financial visibility – and that's costing you.
We match you directly with an experienced CFO in 2 business days. No commissions, no middlemen.
How It Works
Getting a CFO Has Never Been This Simple
Three steps. Two minutes. Zero guesswork.
Tell Us What You Need
Answer a few quick questions about your business, challenges, and goals – takes less than 2 minutes.
Get Matched
We connect you with qualified CFOs experienced in your industry and ready to support your specific needs.
Choose Your CFO
Speak with up to five CFOs, compare perspectives, and select the right fit for your business.
“Greg cut through our marketing noise and improved conversion and ROI, generating $27,000 more in monthly revenue within 30 days.“
⭐⭐⭐⭐⭐
Brian Lisi CEO
Iolo TV
“A trusted partner with integrity and vision. Randy has reshaped our entire approach to finance, strategy, and growth.”
⭐⭐⭐⭐⭐
Brian S. Snowden CEO
Beltone NE
“Mohamed and his team transitioned us to a new accounting platform smoothly and professionally – reliable, responsive support at all times.”
⭐⭐⭐⭐⭐
Ara Bedros VP Operations
ECC
Proven Experience Across Leading Organizations
Here are some of the companies our CFOs have worked with:
Meet Some of the CFOs You Can Be Matched with
All CFOs are experienced operators with backgrounds in Fortune 500, PE-backed, and high-growth companies
Michael M. - Bringing Fortune 500 Finance to Growing Companies
Industries: SaaS / Technology · Healthcare · Ecommerce · Professional Services · Nonprofit · Insurance · Retail · CPG · Real Estate / Construction
Fractional CFO with 15+ years of experience helping companies improve financial performance, strengthen cash flow, and scale operations. Works with businesses across industries, supports leadership with forecasting, KPI reporting, fundraising, and M&A readiness. Has held senior finance roles at CVS Health and Penn State Health, working with multi-billion-dollar budgets and complex operations.
Brandon M. - Driving Liquidity, Scale, and Enterprise Value
Industries: SaaS / Technology · Manufacturing · Healthcare · Professional Services · Real Estate / Construction
Brandon’s mission is to help middle-market companies and PE-backed organizations scale by integrating financial discipline, operational excellence, and leadership alignment. Focused on unlocking liquidity, building scalable financial architecture, optimizing working capital, and driving measurable enterprise value, especially in complex environments.
Brian R. - Raised $500M+ and Scaled SaaS Companies from Startup to Exit
Industries: SaaS / Technology · Ecommerce · Healthcare · Professional Services · Real Estate / Construction
Accomplished finance leader with 25+ years driving financial strategy, operations, and growth across private and public tech companies worldwide. 15+ years as a Fractional CFO supporting VC-backed startups and scaling SaaS businesses globally. Helped raise over $500M in equity, built finance teams from scratch, led M&A, and developed systems and reporting infrastructure needed to scale responsibly and efficiently.
Ben H. - Optimizes Cash Flow and Builds Financial Infrastructure for Scaling Companies
Industries: Ecommerce · Manufacturing · Professional Services · Distribution · Import / Export
Fractional CFO with 20+ years of cross-industry experience supporting businesses from early stage through growth and exit. Works with owners and leadership teams to strengthen cash flow, build scalable financial infrastructure, and navigate capital decisions across complex structures. Focused on translating financial data into clear, actionable decisions that drive sustainable growth and protect long-term value.
Gregory T. - Wall Street Rigor Meets Operating Company Strategy
Industries: SaaS / Technology · Ecommerce · Healthcare · Real Estate / Construction · Alternative Assets · Retail · Life Sciences
Fractional CFO with 30+ years across Wall Street and operating leadership, including leading a $2B regulated broker-dealer. Deep experience in capital formation ($1B+ raised), financial modeling, working capital discipline, KPI architecture, and board-level decision support. Builds scalable financial infrastructure and translates data into strategic action.
Jeff B. - Complete Financial Leadership Without Fragmentation
Industries: SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate / Construction · Retail · Nonprofit · Life Sciences · CPG
CPA with 25+ years of experience providing fractional CFO services to small businesses across a wide range of industries. His team delivers fractional CFO, controller, tax, and project services, as well as custom database development and financial modeling tools. Approach centers on meeting with each client to assess financial pain points and opportunities, then building a custom engagement to address them.
Ben F. - Big 4 Real Estate Expertise – Without the Big 4 Price Tag
Industries: Real Estate · Construction · Hospitality · Asset Management · Family Office · Property Management
Seasoned finance executive with over 15 years of experience leading financial strategy, operations, and investment oversight across complex real estate portfolios, development platforms, and family offices.
Before moving into principal-side roles, spent nearly a decade in Big 4 and mid-market advisory with KPMG, RSM, and BDO, conducting due diligence for multibillion-dollar real estate and private equity transactions. Holds a Master of Professional Studies in Real Estate from Georgetown University.
Uriel B. - Growth CFO Focused on Cash Flow and Infrastructure
Industries: SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate / Construction · Distribution · Life Sciences
CFO and strategic finance leader with 15+ years of experience driving growth, improving cash flow, and building scalable financial infrastructure in private equity-backed and service-based organizations. Known for translating financial data into clear decisions, strengthening operations, and partnering with leadership to drive performance and long-term value.
Michael H. - From Financial Chaos to Scalable, Exit-Ready Operations
Industries: Manufacturing · Professional Services · Distribution
Fractional CFO helping growth-stage and PE-backed companies turn financial complexity into a competitive advantage. Former Director of Corporate Finance at a $500M PE-backed manufacturing firm, where he co-led a successful exit delivering 3.5x returns. Brings institutional-quality finance to businesses that need strategic firepower without the full-time cost. Specialties include financial modeling, cash flow optimization, and investor reporting.
Harvey B. - Strategic CFO | Financial Transformation through Transparency & Accountability
Industries: Healthcare
Strategic finance leader with 20+ years of experience across corporate finance, operations, and forensic analysis. Has led financial transformations in Fortune 500 companies, health plans, ACOs, and state marketplaces, with a focus on structure, transparency, and leading through uncertainty. Serves as a Fractional CFO helping small and mid-sized businesses navigate strategy, P&Ls, cash flow, forecasting, and complex financial challenges with a practical, hands-on approach.
Jamie M. - Improves Margin Visibility and Drives Financial Discipline for Growing Companies
Industries: Manufacturing · Professional Services · Distribution · Private Lending · Mortgage Servicing
Partners with leadership teams as a Fractional CFO and trusted advisor, bringing financial strategy, system integration, and process improvement to growing organizations. Helps businesses improve margin visibility, strengthen financial discipline, and implement practical systems that support confident, sustainable growth.
Randy B - Improves Margins and Frees Up Cash for Growing Businesses
Industries: Healthcare · Real Estate / Hospitality · Retail · Food & Convenience
A Fractional CFO with 15 years of experience in accounting and finance, focused on driving growth, reducing costs, improving margins, and strengthening cash flow. Has worked with retail, food service, hearing aid, and convenience store businesses, supporting small to mid-size companies with revenues up to $30M. Brings clarity, operational insight, and streamlined financials to guide confident, well-informed decision-making.
Lukas S - Builds Data-Driven Reporting for Better Decisions
Industries: Healthcare · Professional Services
A seasoned financial leader who empowers executives with data-driven insights, strategic planning, and clear reporting. Specializes in building dashboards, streamlining processes, and guiding businesses toward their goals with clarity and confidence. Holds CMA and CSCA credentials, bringing expertise and practical solutions to support growth. Partners with leadership teams to turn financial data into actionable decisions.
Erlinda M. - Strengthens FP&A, Controls, and Financial Discipline
Industries: Manufacturing · Healthcare · Professional Services · Nonprofit · Life Sciences
A Fractional CFO with 15+ years of experience helping small and mid-sized manufacturing companies improve cash flow, reduce costs, and build scalable financial systems. Brings clarity, discipline, and strategic insight to drive performance, strengthen financial controls, and support sustainable, long-term growth. Partners closely with business owners and leadership teams to ignite their next stage of growth.
Terence L. - Drives Margins and Cash Flow for Manufacturing & Trades
Industries: Manufacturing · Ecommerce · Construction · Electrical · Plumbing · HVAC · Contracting
A fractional CFO focused on quick margins boost and cash flow optimization through strategic FP&A, rigorous budgeting, accurate forecasting, and deep profitability insights. Delivers fast, tangible results – higher margins in months, freed-up cash for equipment and growth initiatives, and reduced financial stress with forward-looking strategies built for the trades.
Nicholas Y. - Founder-Focused CFO for Early-Stage Companies
Industries: SaaS / Technology · Healthcare · Professional Services · Alternative Assets · Retail · Nonprofit
Works with growing businesses that need financial guidance but not a full-time CFO, helping owners understand their numbers, plan for growth, and build financial systems that support long-term success. Offers fractional CFO support tailored to each stage, including cash flow forecasting, financial modeling, budgeting, KPI tracking, and strategic advisory.
Steve H. - 25 Years Driving Performance in Manufacturing and CPG Operations
Industries: Manufacturing · Consumer Packaged Goods · Chemicals · Textiles · Pharmaceuticals · Food
Career built on driving results through enhanced business performance, process improvements, scalable systems and controls, and organizational development. Deep expertise across FP&A, cost management, treasury, acquisitions and integrations, ERP implementations, and controllership.
Hugo M. - Fixing Cash Flow and Building Scalable Finance
Industries: Manufacturing · Professional Services · Real Estate / Construction · Distribution
A Fractional CFO with 15+ years of experience helping small and mid-sized manufacturing companies improve cash flow, reduce costs, and build scalable financial systems. Brings clarity, discipline, and strategic insight to drive performance, strengthen financial controls, and support sustainable, long-term growth. Partners closely with business owners and leadership teams to ignite their next stage of growth.
Our community includes 30+ experienced CFOs across industries.
No Fees for CFO Introductions
Direct access to Fractional CFOs - without agency markups
We charge no commission. You pay the CFO directly – typically 30% less than going through a traditional consulting firm
small business challenge
Is This the Right Solution for Your Business?
You’ve outgrown your bookkeeper. You’re not ready for a $300K CFO. There’s a smarter way.
- Your business is growing fast, but don’t have a forecast.
- It is profitable, but cash flow is a mystery.
- You’re wondering if your accountant is enough.
- You’ve been told to raise capital… but how?
This is exactly where CFO consultants for hire make the difference – bringing senior-level financial strategy without the cost of a full-time executive. No business is too small for expert financial strategy. You just haven’t been introduced to the right partner yet.
Flexible Monthly Pricing
Introductory conversation is free. No obligations
Limited Scope Advisory
- Financial Issue Analysis
- Strategic Executive Review
- Cash Flow Assessment
- Action Plan
- One-Time Engagement
Ongoing CFO Support
- Monthly Oversight
- Cash Flow Forecasting
- KPI Tracking
- Investor Reporting
- Strategic Partnership
Intensive CFO Support
- Finance Leadership
- Full Cash Flow Control
- Fundraising Support
- Team Supervision
- Growth Planning
Every engagement is structured according to the company’s complexity and strategic needs.
Core Areas Where CFO Business Solutions Add Value
Core Areas Where CFO Business Solutions Add Value
Get matched with a CFO who delivers clarity and structure.
Budgeting & Forecasting
Build forward-looking financial plans that support growth and better decisions.
Operational Finance
Maintain reliable reporting, improve margins and cost structure, and support audits.
Cash Flow & Capital Planning
Manage cash flow, plan capital needs, and support financing and banking relationships.
Financial Planning & Analysis
Build models and KPIs, analyze performance trends, and deliver actionable insights.
Board & Investor Relations
Support board reporting, investor communications, and fundraising readiness.
Transaction Readiness
Prepare for fundraising, M&A, or exits with clean books and clear metrics.
Find Your CFO Match – Free for Businesses
No fees. No commissions. You choose who to work with.
CFO Services for Businesses and Growing Companies
Running a business requires more than strong products and a motivated team. It also requires disciplined financial management that turns ambition into sustainable results. CFO services for businesses provide companies with the strategic financial guidance needed to scale confidently, improve decision-making, and maintain financial stability as operations expand.
Many growing companies reach a point where internal accounting alone is not enough. Management teams need forward-looking insight, financial planning, and structured reporting. Business CFO services bring that expertise into the organization without the cost and long-term commitment of hiring a full-time executive.
Comprehensive CFO Business Solutions
Our CFO business solutions are designed to address the full scope of financial management needs within a company. These services typically include:- Cash flow management, budgeting, and financial reporting
- Projection services for revenue forecasting and financial modeling
- Strategic planning and KPI development
- Investor preparation and fundraising support
- Growth services aligned with expansion goals
- Risk management and operational finance oversight
Building Accurate Financial Forecasts and Supporting Growth
A key advantage of working with a CFO is the ability to build accurate financial forecasts. Many organizations rely on projection services to understand how different strategic decisions will affect revenue, costs, and capital requirements. Financial projections allow management teams to evaluate multiple scenarios, prepare for funding discussions, and align operational plans with financial realities. Strong financial guidance also supports long-term strategy. Many organizations use CFO support to implement growth services that align financial planning with expansion goals. These services often include capital planning, margin analysis, and performance tracking. With clear metrics in place, companies can identify which initiatives create the greatest impact on profitability and long-term value.Flexibility of Fractional CFO Engagements
A fractional CFO business engagement gives companies access to experienced financial management on a flexible basis. Instead of maintaining a permanent executive position, businesses work with a senior financial expert who provides strategic oversight, financial planning, and operational guidance as needed. This model allows companies to benefit from high-level expertise while keeping overhead manageable. A fractional CFO business model allows organizations to adapt their financial management as the company evolves. Engagements can expand during periods of growth and become more targeted once systems and processes are established. This flexibility ensures businesses always receive the level of financial support they need.Financial Clarity During Expansion
As businesses grow, financial complexity increases. Cash flow planning, capital allocation, and forecasting become critical to maintaining stability during expansion. CFO services for growing businesses help management teams maintain financial clarity while pursuing new opportunities. With structured reporting and strategic analysis in place, companies can scale operations with greater confidence. Financial clarity becomes particularly valuable during periods of expansion. Businesses launching new products, entering new markets, or scaling operations need reliable insight into the financial impact of those decisions. A CFO provides the analytical framework required to evaluate risk and prioritize the initiatives most likely to generate sustainable growth.Benefits for Businesses of All Sizes
Importantly, business CFO services are not limited to large corporations. Small and mid-sized companies benefit significantly from access to experienced financial management. In many cases, the right financial strategy at the right moment can determine whether a company successfully scales or struggles with operational complexity. Companies that invest in CFO services for growing businesses often gain a meaningful advantage. When financial decisions are supported by accurate data and clear projections, management teams can allocate resources more effectively and respond to changing market conditions with greater confidence.Focus on Strong Financial Foundations
Ultimately, CFO services for businesses focus on one objective: helping companies build stronger financial foundations while pursuing sustainable growth. Through structured projection services, disciplined reporting, and strategic growth services, organizations gain the financial visibility required to make confident decisions and move forward with clarity.FAQ
CFO services help a business make better financial decisions as it grows. Instead of just reporting on what already happened, a CFO focuses on what’s ahead — forecasting performance, improving visibility into margins, managing cash, and helping leadership understand the financial impact of their decisions. Growth is easier to sustain when there’s clarity behind it.
An accountant keeps the financial records accurate and compliant. A CFO uses those numbers to guide decisions.
If accounting answers “what happened,” a CFO answers:
- what it means
- what’s likely to happen next
- what needs to change
Most growing businesses don’t lack reports — they lack clear financial direction.
Because they need CFO-level thinking before they need a full-time executive.
A fractional CFO provides experienced financial leadership on a part-time or flexible basis. It’s a practical option when a business is growing, facing more complex decisions, or starting to feel pressure around cash or profitability — but isn’t ready to hire a full-time CFO yet.
A few things tend to matter more than anything else:
- clear visibility into cash flow
- reliable forecasting
- understanding true margins
- having basic financial structure that can handle growth
- better decision support for leadership
At this stage, the issue usually isn’t lack of data — it’s knowing what to focus on.
A CFO builds a forward-looking view of the business and keeps it updated as conditions change. That includes forecasting cash, identifying key drivers, and helping the company plan around different scenarios.
The goal is simple: remove uncertainty.
Instead of guessing, the business understands where cash will be — and what could affect it.
Yes — but the needs are different.
Startups usually need help with financial modeling, burn rate, and preparing for fundraising.
Growing companies need stronger visibility, better planning, and more control over cash and profitability.
In both cases, the common factor isn’t size — it’s increasing complexity.