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Fractional CFO leadership built for clarity, control, and confident growth.

We deliver senior-level financial expertise, without the full-time cost—to help you operate with discipline, make smarter decisions, and build a scalable financial foundation. Our services combine strategy, systems, and execution to strengthen your organization at every stage of growth.

Executive-level financial advising, decision support & strategic planning

Cash flow forecasting, budget development & ongoing management

Financial modeling for growth, hiring, pricing & new lines of business

Margin analysis & profitability improvement, KPI creation, monitoring, & refinement

Our Core Services

We provide ongoing CFO oversight designed for founders and leadership teams that need high-level financial guidance without hiring a full-time executive.

Financial Strategy & Forecasting

 

  • Revenue and expense forecasting

  • Long-term strategic planning

  • Cash runway modeling

  • Pricing strategy & profitability modeling

  • Growth, hiring, and investment scenario planning

Cash Flow Management & Profitability Improvement

 

  • Cash flow modeling & weekly management

  • Margin and cost structure analysis

  • Expense optimization

  • Working capital strategy

  • Profitability audits & improvement plans

Reporting, Dashboards & KPIs

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  • KPI development & scorecard creation

  • Custom dashboards (e.g., Google Sheets, Excel, Looker Studio)

  • Monthly/quarterly performance reports

  • Board-ready financial reporting

  • Real-time visibility into profits, cash position, runway, and performance trends

Financial Systems Setup & General Ledger Optimization

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  • Chart-of-accounts design and clean-up

  • Entity, location, and department structure

  • Accounting system implementation and optimization

  • Financial data migration and system integrations

  • Month-end close process design

  • Multi-entity consolidation and management-reporting architecture

Project-Based & Transformational Support

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  • Financial audits & cleanup

  • Cash crisis support

  • Operational restructuring

  • Investor or lender preparation

  • Pricing restructuring

  • Forecast rebuilds

  • M&A preparation (buy-side or sell-side)

  • Interim financial leadership

A stronger, more financially disciplined operation with clear, data-backed direction.

Ready for better financial visibility?

Discuss your reporting, forecasting, cash flow, profitability, or strategic finance priorities directly with Derek Harwood, CPA.

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