Strategic financial solutions to grow profits, ease stress and thrive.
Crystal clear reports. See what's working, what's not, and act fast
Cash is your business's lifeblood. Steady the flow, and feel the stress go!
Streamline costs for a profit boost and bigger take-home pay!
Signs that your company might need a fractional CFO
Fractional CFO Services Include:
Financial Analysis and Reporting (FA&R)
Strategic financial planning to manage resources effectively.
Cash Flow Management
Ensure liquidity, support growth and prevent crises!
Budgeting and Forecasting
Guides spending, anticipates needs, and drives strategy.
Strategic Planning and Risk Management
Identifies risks in advance and creates strategies to mitigate them
Goal setting & action plan
Provides a clear path for achieving the vision, enhancing productivity, reducing uncertainty, and ensuring accountability.
Bookkeeping
A clear picture of the company’s financial health helps with taxes and informs decision-making.
You were never meant to do this alone
You’re working hard enough! A fractional CFO takes the pressure off organizing financial data and developing a strategy that achieves your vision. But don’t take our word for it, here’s what our clients had to say about their experience:
NYC Med Spa started with major cash flow issues, negative profit margins, and tons of stress. One year later they have a no cash flow issues, 34% profit margin, and a clear path to growth.
Matthew
This Ecommerce company started with debt, from starting the company, and were experiencing very fast growth. They didn’t know the best steps to capture the opportunity. 6 months later they erased all start up debt, fixed their dead stock problem, took their gross profit margin from 61% to 80% allowing them to hire a COO, give to charity, afford paid ads, and enjoy steady income stream.
Stacy
Andrew
What is a Fractional CFO?
A fractional CFO is a financial executive who provides part-time CFO services to businesses. They offer high-level financial expertise and strategic guidance without the cost of a full-time CFO.
Fractional CFOs are ideal for small to mid-sized businesses that need advanced financial leadership but don’t require a full-time position
How I Got Started (and Why I Love What I Do)
It all started at a café in New York City, where my husband—owner of a Skinbar a NYC med spa—looked up from his espresso and said, “I need to come up with $25,000 by next Thursday to pay off the credit card.”
As a Certified Financial Planner, that sentence lit a fire in my nervous system.
He was doing what many med spa owners do: making sales, yes—but juggling cash flow with guesswork, slashing prices just to make payroll, and making short-term decisions that hurt long-term growth. His talent was undeniable, but finance wasn’t his superpower. That’s where I stepped in.
At the time, I was running my own financial practice, helping individuals and small businesses with monthly money check-ins, budgeting, forecasting, and strategic planning. Naturally, I started doing the same for him—because let’s be honest, our ships were tied together, and this situation was giving me hives.
In 2012, I suggested a membership model to help stabilize cash flow in his business. It was unusual in the med spa world at the time, but within a month we had over 87 members—and that stability, along with some premium pricing bundles we built together, helped his business survive the pandemic and even thrive.
That experience changed everything.
Frequently Asked Questions
A fractional CFO is a financial executive who provides part-time CFO services to businesses. They offer high-level financial expertise and strategic guidance without the cost of a full-time CFO.
You might need a fractional CFO if you're dealing with cash flow issues or feeling overwhelmed by your business finances. Fractional CFO’s also provide strategic guidance for growth, helping you decide on the best investments—whether it’s new equipment, locations, or other areas. Lastly, if you're preparing to sell your business, a fractional CFO can help you maximize its value.
According to Salary.com, the average salary for a Chief Financial Officer (CFO) in the United States is around $430,000 per year. Fractional CFOs, however, can cost as little as 10% of what you’d pay for a full-time CFO, making them a more affordable option for businesses seeking high-level financial guidance.
A fractional CFO helps optimize expenses, increase profit margins, and project income and expenses to ensure steady cash flow. They fix cash flow and debt issues, while providing CEOs with strategic financial guidance on where and when to invest. They also ensure the books are accurate and work with tax professionals to maximize tax savings.