“CFO on the go” — leadership without the overhead
Growing businesses hit a stage where they need executive-level financial thinking — but not a full-time executive salary. Our part-time and per-diem controller services fill exactly that gap.
Senior financial firepower, right-sized
A part-time CFO gives you the analysis, discipline, and forward view of a seasoned finance leader — for a few days a month instead of a full-time seat. Cash flow forecasting, margin analysis, pricing decisions, banking relationships, and board-ready reporting, all handled.
Because we can pair CFO services with your bookkeeping and tax work, nothing gets lost between layers. The person planning your next quarter is connected to the team closing your books and filing your returns.
What your part-time CFO handles
Cash Flow Forecasting
Rolling 13-week and annual forecasts so you see crunches — and opportunities — before they arrive.
Budgeting & KPIs
Budgets your team actually uses, plus the handful of metrics that genuinely drive your business.
Pricing & Margin Analysis
Know exactly which products, services, and customers make you money — and which quietly don’t.
Banking & Financing
Lender-ready financial packages, financing alternatives, and support through loan applications and renewals.
Board & Investor Reporting
Clean, credible monthly reporting packages that build confidence with stakeholders.
Strategic Decisions
Hire or contract? Buy or lease? Expand or consolidate? We model the options so you decide with data.
A part-time CFO fits when…
- Revenue has grown past the point where gut-feel decisions are safe
- Cash is tight — or growth is consuming it faster than expected
- You’re preparing to raise financing, buy a competitor, or sell
- The board or your lender wants better reporting than you can produce
- You need a controller-level review over an existing bookkeeping team
Get executive-level clarity on your numbers
Book a free consultation and we’ll show you what a part-time CFO engagement would look like for your business.