Fractional CFO Services for Growth-Minded Businesses
Get board-level financial insight, KPI-driven strategy, and cash-flow mastery—on your terms.
What we Do
Financial Strategy & Forecasting
Develop rolling 12- to 36-month forecasts, scenario modeling, and KPI scorecards using our y = mx + b framework.
Performance Reporting
Design custom dashboards (P&L, balance sheet, cash flow) with automated alerts on key drivers.
Cash-Flow & Working Capital
Analyze payment cycles, customer terms, and inventory to unlock liquidity and support operations.
Budgeting & Variance Analysis
Set realistic targets, track actual vs. plan, and pinpoint variances before they become issues.
Stakeholder Presentations
Prepare board- and lender-ready slide decks, executive summaries, and board-pack collateral.
Growth & Exit Planning
Valuation guidance, capitalization tables, and M&A process support for buyers or sellers.
Why a Fractional CFO?
Many small and mid-sized companies can’t yet justify—or don’t want—the expense of a full-time CFO, but still need:
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Strategic forecasting and budgeting
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Cash-flow optimization to fuel growth
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Risk management and compliance oversight
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M&A readiness or capital-raise support
A Fractional CFO gives you exactly that: on-demand, senior-level expertise scaled to your budget and timeline.
What We Do
Discovery & Diagnostic
Deep-dive into financials, systems, and goals; identify gaps and opportunities.
Tailored CFO Roadmap
Present 90-day plan with priorities, milestones, and KPIs.
Implementation & Coaching
Execute forecasting, dashboards, and process enhancements.
Scale & Transition
Train your team and scale CFO coverage as needed.
High Growth Startups
needing runway visibility
Companies Raising Capital
or exploring M&A
Established SMBs
looking to optimize profitability
Family/Trade Businesses
seeking modern financial discipline
Who It’s For
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High-growth startups needing runway visibility
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Established SMBs looking to optimize profitability
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Family businesses seeking modern financial discipline
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Companies raising capital or exploring M&A
Why Fiscal Wealth Partners?
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Deep Expertise: 20+ years combined experience in data-driven finance and government contracts
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KPI-First Approach: We turn raw bookkeeping into prescriptive metrics using y = mx + b
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Flexible Engagement: Monthly retainer or project-based, ramping up or down as you need
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Transparent Pricing: No hidden fees—hourly or value-based retainer options
Contact Us