Learn
How financial leadership works
A short series of plain-English guides for owners, CEOs and division leaders: how financial strategy, profitability, transactions, sales and marketing performance and operational efficiency work, and when outside help makes sense. Including when it doesn't.
What is a fractional CFO?
Senior financial judgment, part-time: what the role is and who uses it.
CFO, controller, bookkeeper: who does what?
The finance roles side by side, and which way each one looks.
Signs your business may need CFO-level help
Common signals that it's time, and when you probably don't need one yet.
What a fractional CFO can work on
The main areas of the work, each with a short example.
How an engagement typically works
From a first conversation to handoff, in five steps.
How fees work
Retainer, hourly or fixed-fee project, and what drives the cost.
Is your sales and marketing spending paying off?
The handful of numbers that show whether growth is efficient, and the traps to avoid.
Where operational efficiency hides
Finding the waste in how work gets done, and a simple way to start.
Frequently asked questions
Working alongside your team, time commitment, confidentiality and more.