Case Studies | Fractional CFO Partners LLC
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Case Study: The Impact of a Fractional CFO

At Fractional CFO Partners, our mission is to bring enterprise-level financial leadership to growing businesses that need more clarity, control, and confidence in their numbers.


Below are three real-world examples of how a fractional CFO engagement can transform a company’s financial operations and long-term growth trajectory.

Scenario: Building a Scalable FP&A Function

Client Profile:
A $15M revenue home services company experiencing rapid growth but lacking financial visibility and forecasting discipline.

Challenge:
The leadership team was making decisions based on lagging financials and inconsistent reporting. Budgeting was reactive, cash flow was unpredictable, and no standard KPI framework existed to measure department-level performance.

Solution:
Fractional CFO Partners implemented a full FP&A framework — introducing rolling forecasts, department budgets, and KPI dashboards tied directly to the general ledger. We established monthly variance reviews, aligned sales and expense reporting to company goals, and trained department heads to interpret and act on financial data.

Results:

  • Improved forecast accuracy from ±25% to ±5%.

  • Cut month-end close time by 40%.

  • Enabled the CEO and leadership team to make data-driven hiring and pricing decisions that increased profitability by 18% year-over-year.

Scenario: Migrating to a New General Ledger System

Client Profile:
A multi-entity real estate investment firm with decentralized accounting processes and limited financial integration across entities.

Challenge:
Each entity operated on separate QuickBooks files, creating manual consolidations, reporting delays, and compliance risks. Leadership lacked visibility into portfolio-level performance and cash flow forecasting.

Solution:
Our fractional CFO team led the end-to-end migration to Xledger, a cloud-based ERP platform capable of handling multi-entity, multi-dimensional reporting. We designed the new chart of accounts, automated intercompany eliminations, and built dashboards for consolidated performance metrics.

Results:

  • Reduced financial reporting time from 3 weeks to 5 days.

  • Eliminated 90% of manual consolidation work.

  • Provided real-time visibility into cash positions and entity-level profitability.

  • Strengthened audit readiness and compliance with GAAP and tax reporting standards.

Scenario: Long-Term Planning and Strategic Growth

Client Profile:
A $25M regional service company preparing for expansion into new markets and a potential private equity partnership.

Challenge:
The company had strong revenue growth but lacked a long-term financial roadmap. Leadership needed to understand future capital needs, profit margins by segment, and valuation scenarios under different growth assumptions.

Solution:
Fractional CFO Partners developed a five-year strategic plan supported by detailed financial modeling and scenario analysis. We built a capital deployment plan, optimized working capital, and established quarterly board reporting to align leadership around measurable milestones.

Results:

  • Clarified a path to double EBITDA in 24 months.

  • Created a defensible valuation model used in investor discussions.

  • Aligned executive and operational teams under one clear growth strategy with measurable financial outcomes.

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