Looking for a CFO? Free Introduction within 2 Working Days
Get MatchedLooking for a CFO? Free Introduction within 2 Working Days
Get MatchedWhen revenue depends on projects, retainers, or billable time, financial performance becomes harder to interpret. Utilization, pricing, and delivery don’t always translate clearly into margins or cash flow.
Experience represented across our CFO network.
Professional services firms – consulting, agencies, legal, and advisory businesses – usually have reporting in place. Revenue is tracked, teams are billable, and performance looks stable at a high level.
Projects get delivered, but differences in margin, pricing, and effort aren’t always visible. Over time, that affects hiring, pricing decisions, and overall performance.
This is where CFO professional services support becomes especially valuable.
A CFO connects financial results to how the business actually operates – linking utilization, pricing, and delivery to real profitability. That visibility helps leadership make decisions based on performance, not assumptions.
Through US Fractional CFO Alliance, firms gain access to experienced CFOs who bring structure without adding unnecessary complexity.
Build forecasts around staffing, utilization, and future project demand.
An outsourced CFO for professional services supports acquisitions, expansion, and scalable firm operations.
Strengthen cash flow , plan capital needs, and support financing relationships
A CFO for professional services improves pricing, realization, and project margin visibility.
Track utilization, realization, revenue per employee, and firm performance.
Deliver financial reporting and dashboards for partners and leadership.
Professional services firms need clear visibility into how partner compensation, distributions, and reinvestment decisions affect profitability and long-term growth.
A CFO for professional services helps leadership evaluate partner economics alongside firm performance, cash flow, and broader growth objectives. This can include reviewing compensation structures, distribution decisions, and the financial impact of reinvestment across the firm.
When ownership or leadership changes are on the horizon, this financial visibility also helps partners assess succession plans and understand how transition decisions may affect the firm’s long-term performance.
Three steps. Two minutes. Zero guesswork.
Answer a few quick questions about your business, challenges, and goals – takes less than 2 minutes.
We connect you with qualified CFOs experienced in your industry and ready to support your specific needs.
Speak with up to five CFOs, compare perspectives, and select the right fit for your business.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
The need for CFO support in professional services firms usually shows up when growth starts to create inconsistency.
Revenue may be increasing, but it doesn’t translate cleanly into margin or cash flow. Projects vary in profitability, hiring decisions are made ahead of visibility, and leadership starts relying more on instinct than financial clarity.
At that stage, a fractional CFO professional services engagement can provide the financial structure the business needs without committing to a full-time hire.
Different situations call for different levels of involvement.
A professional services interim CFO is typically brought in during periods of change.
It may be rapid growth, internal gaps, or when financial decision-making needs to stabilize.
The focus is on restoring visibility and confidence in the numbers.An outsourced CFO for professional services tends to stay involved over a longer period, helping firms build consistency across pricing, forecasting, and performance tracking. The role becomes less about fixing immediate issues and more about creating a financial model that holds up as the business scales.
The shift becomes clear in how performance is understood.
For example, a consulting or agency firm may report healthy overall margins, but:
None of this is obvious at a high level. It sits behind averages and blended reporting, which makes it easy to overlook until it starts affecting overall performance.
A CFO breaks that down and connects financial results to how work is actually delivered.
That typically includes:
This changes how decisions get made.
Instead of evaluating the business primarily on revenue growth, leadership starts to see where growth is creating value and where it is creating drag. Hiring decisions become tied to margin, not just workload. Pricing discussions shift from market positioning to financial sustainability.
Over time, this creates a more stable operating model. The business becomes less reactive, and financial outcomes become more predictable.
That’s typically the point where finance moves from reporting what already happened to shaping what happens next – which is where CFO support starts to have real impact.
CFO support improves performance by connecting financial results to how work is actually delivered. That means understanding which projects generate margin, how utilization affects profitability, and where pricing does not reflect delivery effort. Without that visibility, firms often rely on overall performance that hides weaker areas.
A fractional CFO helps professional services firms improve financial visibility, manage cash flow, forecast capacity and demand, track KPIs, analyze project profitability, and support pricing and growth decisions.
An outsourced CFO for professional services can be useful when a firm needs senior financial expertise without hiring a full-time CFO. This often happens during growth, when margins or cash flow become harder to manage, or when leadership needs stronger forecasting and reporting.
They introduce forecasting that reflects how the business actually operates. Instead of relying only on historical trends, planning is tied to utilization, pipeline quality, and delivery capacity. This helps avoid over-hiring, underpricing, or scaling work that does not produce strong margins.
A CFO connects financial data to day-to-day operations. That includes analyzing service line profitability, improving pricing decisions, and building forecasts that reflect real business activity. The role is less about maintaining reports and more about improving how decisions are made.
A professional services interim CFO is typically needed during periods of transition, such as rapid growth, leadership changes, acquisitions, or internal finance gaps. The interim CFO provides experienced financial leadership while the business stabilizes its operations and decision-making.