Professional services
Law, accounting, engineering, architecture, and consulting firms. We focus on utilization, realization, billing cycles, and partner or principal compensation.
Who we serve
Owner-led businesses that have outgrown the spreadsheet.
We work with founder- and owner-operated companies across industries, typically between $1M and $25M in annual revenue. What they share is not an industry; it is a stage: the numbers now matter every week, and the owner is still the one carrying them.
Signs you are ready
You might be ready for a fractional CFO if…
- Cash feels tight even in months when sales were strong, and you are not sure why.
- Your financial statements arrive late, or you do not fully trust them when they do.
- You are weighing a hire, a lease, a loan, or a price increase and want the numbers before you decide.
- A bank, landlord, or potential buyer has asked for reports you do not have ready.
- You have a bookkeeper or accountant but no one who tells you what the numbers mean.
- The business has grown past the point where you can hold every figure in your head.
- You want a plan for the next two or three years, not just a tax return for the last one.
- A full-time CFO is not justified yet, but the questions a CFO answers are already here.
Industries
Experience across the businesses owners build.
Every industry has its own economics. Here is what we tend to focus on in the sectors we see most.
Trades & construction
Contractors, specialty trades, and field-service companies. We focus on job costing, progress billing, retainage, equipment decisions, and the cash swings between projects.
Agencies & studios
Marketing, creative, and technology shops. We focus on project margin, retainer mix, contractor versus employee economics, and smoothing lumpy revenue.
Product & e-commerce
Brands, distributors, and makers. We focus on inventory, landed cost, channel profitability, and the working capital needed to grow without starving cash.
Healthcare & wellness practices
Owner-operated medical, dental, therapy, and wellness practices. We focus on overhead, provider economics, reimbursement timing, and planning for new providers or locations.
Nonprofits & associations
Mission-driven organizations. We focus on board-ready reporting, grant and restricted-fund tracking, reserve policy, and sustainable program economics.
Do not see your industry? Most of what we do travels well. Tell us about your business and we will give you a straight answer on fit.
Regulated industries
Comfortable where the rules are strict.
Clients in healthcare, financial services, and other regulated sectors have obligations that extend to their vendors. We are set up for that: a Business Associate Agreement for clients subject to HIPAA, a Data Processing Agreement for personal data covered by GDPR, and documented security practices you can share with your own auditors and counsel.
Review our Security & Trust page
Ready to see your numbers clearly?
A 30-minute discovery call is the simplest way to find out whether a fractional CFO is the right fit for your business.