A fractional CFO is an outsourced advisor that works with the company on a part-time basis to improve the financial health, growth, and success of a company.

Fractional CFO services vary based on the company’s current needs and stage of growth but often include consulting on strategy, creating or updating forecasts and budgets, improving processes, training personnel, analyzing client contracts, negotiating better terms with suppliers, and facilitating a robust monthly financial review and dialogue with company leadership.

Fractional CFOs are different from financial consultants who consult on a short-term or hourly basis but do not participate in implementation. A fractional CFO not only provides high-level financial strategy, they also help to implement the strategy, fine-tune systems, train personnel, facilitate strategic partnerships and relationships, and more.

A fractional CFO is a great choice for growing companies who need the strategy, forecasting, and industry experience of a CFO but who do not yet have a full-time need for an in-house hire. This often occurs when companies are growing quickly, have outgrown their current financial systems, are preparing for a transaction, or who have other needs—such as significant cash flow problems—that require the help of a senior finance professional.

• Financial Strategy and Planning

• Budgeting and Forecasting

• Financial Reporting

• Performance Analysis

• Risk Management

• Funding and Capital Structure

• Compliance and Governance

• Financial Training and Coaching

My office is located in Suwanee, Georgia. I prefer to work with companies within 1 hour driving distance because I enjoy meeting with teams face-to-face as often as feasible.

Here are some cities within my range: Alpharetta, Athens, Atlanta, Buford, Decatur, Duluth, Gainesville, Johns Creek, Lawrenceville, Marietta, Metro-Atlanta, Roswell, Suwanee.

Here are some counties within my range: Barrow, Clarke, Cobb, Dekalb, Forsyth, Fulton, Gwinnett, Hall, Jackson, Oconee, Walton.