Fractional CFO Services

Transform your financial landscape with expert guidance. CFO Hub delivers strategic financial leadership and specialized expertise, helping businesses achieve clarity and sustainable growth in today’s complex business environment.

Our team of seasoned finance professionals partners with you, offering a full spectrum of fractional CFO services on a flexible basis. Access top-tier financial expertise when you need it, without the commitment of a full-time hire. Whether you’re scaling up, preparing for investment, or navigating complex financial challenges, our fractional CFOs deliver strategic insights and actionable solutions.

  • Traditional CFO Services
  • Accounting System & Financial Integrations
  • Financial Analysis, Planning & Reporting
  • Streamlined Corporate Accounting & GAAP Compliance
  • Growth & Expansion Strategy Development
  • R&D Tax Credits
  • Cash Flow & Profitability Enhancement
  • Specialized M&A & Capital Services

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What Are Fractional CFO Services?

Strategic financial guidance, comprehensive oversight, and operational efficiency, without the full-time salary. Our fractional CFO professionals work with your team to establish financial discipline, drive business growth, and optimize performance across all financial dimensions. These experienced financial executives integrate seamlessly with your team, providing the expertise you need precisely when you need it.

Fractional CFO services deliver high-level financial expertise on a pay-as-you-go basis. They provide access to CFO talent without committing to a CFO-level salary or benefits package. You can get help with:

  • Financial strategy and planning
  • Cash flow management
  • Fundraising
  • Cutting costs
  • Financial reporting and metric tracking
  • Systems and process improvement
  • Mergers, acquisitions, and other deals

Note that you’ll only pay for the services you need from a fractional CFO. For example, you won’t have to pay for a package that includes process improvement if you just need help managing cash flow. This is why fractional providers tend to be more cost-effective for growing businesses.

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Is A Fractional CFO Right For My Business?

Businesses at various growth stages benefit from fractional CFO support for different reasons:

  • Growing businesses seeking financial strategy and structure without the expense of a full-time executive
  • Mid-size companies requiring sophisticated financial management to scale effectively
  • Established organizationsnavigating transitions, fundraising, acquisitions, or restructuring
  • Startups needing expert financial guidance to establish processes and attract investors
  • Companies preparing for exit that require enhanced financial presentation and valuation

Our fractional CFO services provide the exact level of financial leadership you need, precisely when you need it.

CFO Hub's Fractional CFO Services

Strategic Advisory

Executive-level financial leadership and guidance. Our fractional CFOs develop comprehensive financial roadmaps aligned with your business objectives, identify growth opportunities, and establish metrics to track performance. We translate complex financial data into strategic decision-making tools that drive sustainable growth.

Financial Modeling

Our financial experts construct comprehensive, dynamic financial models tailored to your specific business requirements. From cash flow projections and unit economics to valuation models and investment analysis, we provide powerful decision-making tools backed by our Texas Finance team’s deep expertise.

Risk Management

Proactive identification, strategic assessment, and implementation of controls to mitigate financial risks. Our risk management protocols strengthen your financial foundation while ensuring regulatory compliance, allowing leadership to pursue growth initiatives with confidence.

Exit Strategy

Professional guidance through IPO, M&A arrangements, and succession planning. We prepare your business for successful exits by optimizing financial performance, documenting processes, and presenting your company’s value proposition in compelling terms that maximize valuation.

Budgeting & Forecasting

Beyond building baseline financial projections, we create sophisticated forecasting models, departmental budget frameworks, and scenario planning tools that prepare your business for various market conditions. Our approach integrates operational realities with financial targets to create achievable growth plans

Capital Raise Support

We prepare businesses for capital events with compelling financial narratives supported by rigorous analysis. Our fractional CFOs develop investor presentations, financial documentation, and due diligence materials that communicate your value proposition and growth potential, maximizing your ability to secure optimal funding.

Worry-Free Compliance

Establishing comprehensive compliance frameworks that meet regulatory requirements across jurisdictions. Our fractional CFOs ensure your financial reporting, tax strategies, and governance structures align with applicable regulations, reducing exposure and allowing you to make business decisions with confidence.

Mergers & Acquisitions

End-to-end transaction support, from initial target identification and valuation to due diligence, integration planning, and post-merger optimization. Our fractional CFOs guide companies through complex transactions with strategic focus and financial precision, maximizing deal value and minimizing disruption.

What Our Clients Are Saying

“CFO Hub has been an invaluable resource for our company. Our CFO and accounting consultant helps keep our books updated and advises me on how to best create our financial forecasts. I’m so glad I get to work with them, I highly recommend them!”

Francesca Esquenazi

CEO, Future Club

“CFO Hub has been with us since day one. They provide outstanding accounting support and financial leadership we needed. They set up our accounting platform, managed our back-office ops, and assembled policies and procedures for our staff. I highly recommend the team at CFO Hub.”

Oscar Moncada

CEO, Stratus10

“CFO Hub quickly identified and corrected some gaps in our management reporting and revenue recognition policies which really allowed me to move ahead at full speed toward our goals.  Their quick and professional approach was refreshing and I’m glad we chose to work with them.”

Steve Spurgat

CEO, Big Human

“CFO Hub has been an excellent partner and invaluable resource to Tourmaline Labs. Their expertise and knowledge of general accounting practices and finance are a great asset to our company and allow us to focus on all other aspects of operations and growing our business quickly.”

Marc Brungger

CEO, Tourmaline Labs

Latest Fractional CFO Insights

Frequently Asked Questions

What size companies benefit most from a fractional CFO?

Companies across various growth stages benefit from fractional CFO services. Typically, businesses with annual revenues between $1M-$50M find the most immediate value, as they’ve reached a complexity level requiring sophisticated financial leadership but may not need a full-time CFO. However, we serve clients ranging from funded startups to $100+ million enterprises.

How quickly can CFO Hub start after our discovery call?

Our onboarding process is designed for efficiency. Following our discovery call, we can typically match you with the right fractional CFO and begin engagement within a week. For urgent situations, we offer accelerated timelines to address immediate financial needs.

Do we have to switch accounting software to work with you?

No. We are platform-agnostic and have expertise across QuickBooks, Xero, NetSuite, Sage Intacct, etc., and custom ERP systems. Our fractional CFOs work effectively with your existing systems, though we may recommend enhancements to improve financial visibility and reporting capabilities.

What does a typical Fractional CFO engagement include?

Each engagement is tailored to your specific needs and objectives. Most partnerships include strategic financial planning, KPI development, cash flow management, budget creation, financial analysis, investor relations, and regular leadership meetings. We structure our involvement based on your priorities and can scale support as needs evolve.

Will we still control our financial data?

Yes. You retain full ownership of all accounts and files, and we serve as an authorized user to provide the integrated support you need. We maintain strict client confidentiality and security protocols, with all data access managed through documented procedures and secure platforms.

What qualifications does your Fractional CFO team have?

Our fractional CFOs typically hold CPA, MBA, or other advanced financial credentials with 15+ years of hands-on CFO experience. Our team members have managed complex financial operations across various industries and company sizes, from startups to Fortune 500 enterprises, bringing both technical expertise and strategic business acumen to each engagement.

Can you help us build flexible financial models?

Absolutely. This is one of our core strengths as a fractional CFO service. We develop sophisticated, dynamic financial models tailored to your business that allow you to test various business scenarios, forecast different outcomes, and make data-driven decisions. These models become valuable strategic tools that evolve with your business.

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