Maximize profitability, optimize resource utilization, and build scalable financial systems for your services firm
Schedule Free ConsultationLow visibility into project profitability
Difficulty pricing services and managing scope creep
Uneven cash flow from project-based billing
Need to scale without proportional headcount increases
Considering merger or acquisition opportunities
Project profitability tracking and resource optimization
Value-based pricing strategies and models
Cash flow management and billing optimization
Financial systems for scalable operations
M&A advisory and roll-up strategy
See how much value a fractional CFO could bring to your business
Current or projected annual revenue
Year-over-year growth target
Full-time team members
Typical range: 10-40 hours/month
Schedule a free consultation to discuss your specific situation
* Results are estimates based on industry benchmarks and typical client outcomes. Actual results vary by business.
Real challenges. Strategic solutions. Measurable outcomes.
Fast-growing B2B SaaS platform with $12M ARR
Company had 9 months of runway and was burning $500K/month. Board was pressuring for immediate cost cuts that would hurt growth.
Implemented zero-based budgeting framework, renegotiated vendor contracts, optimized sales and marketing spend, and created weekly cash forecasting system.
Reduced monthly burn by 40% without laying off key personnel. Extended runway to 27 months, giving company breathing room to hit profitability milestones.
Third-generation family manufacturing business with strong margins but outdated processes
Owners wanted to exit but had no clean financial statements, inconsistent reporting, and no idea of true business valuation.
Led 6-month financial cleanup: implemented proper accounting systems, created three years of audited financials, built detailed forecasting model, and managed buyer due diligence process.
Company sold for 8.2x EBITDA (vs industry average of 5-6x). Buyers cited financial transparency and operational metrics as key factors in premium valuation.
Digital health startup with innovative care delivery model
Company had strong product-market fit but investors kept passing due to concerns about unit economics and path to profitability.
Built comprehensive financial model showing path to profitability, created cohort analysis proving improving unit economics, developed investor-ready pitch deck with financial appendix.
Raised $15M Series A led by top-tier healthcare VC. CFO insights on unit economics became central to fundraising story and drove valuation up 40%.
Fast-growing DTC brand struggling with inventory management
Company was growing 200% YoY but constantly out of cash. Had to turn down wholesale opportunities due to inability to finance inventory.
Implemented inventory forecasting system, negotiated payment terms with suppliers from net-30 to net-60, secured inventory financing facility, optimized cash conversion cycle.
Reduced days inventory outstanding by 32 days, freeing up $800K in cash. Company could now fund growth internally and accept large wholesale orders.
Schedule a free consultation to discuss your specific challenges