Fractional Financial Management:
Strategic Finance for Operational Success.

Are inconsistent sales and eroding profit margins controlling your business growth? This service transitions your finance function from simply tracking money to strategically using money to achieve your vision. We provide executive financial leadership to stabilize cash flow, create predictable growth models, and align every dollar spent directly with measurable financial success. We manage your money so you can focus on where you want to go.

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What It Is & How We Help

Where finance meets operations

Designed for business owners who may not know how to manage the business in line with the vision or are unable to actively manage business operations due to a lack of dependable financial performance.
We provide strategic financial management and control, ensuring your business's capital structure supports long-term growth and stability.

Our Fractional CFO service includes a strong focus on the intersection of finance and operations, ensuring capital decisions are tied directly to operational outcomes.

Making the numbers work

Strategic Financial Control: We implement systems for long-term strategic financial management and achieve action strategy through robust financial control.
Revenue and Profit Modeling: We analyze eroding margins and inconsistent sales patterns to establish reliable financial models, transforming unpredictable growth into consistent stability.
Sales & Marketing ROI: We don't just review costs; we drive profitability by directly linking sales incentive structures and strategic marketing expenditure to lead-analysis to determine financial success. This ensures a clear Return on Investment (ROI) for every revenue-generating activity.
Executive Advisory: We manage your business from a financial perspective, providing the management team with the confidence and freedom they need from everyday operational demands.

FAQs about Fractional Operational Management

Misconceptions

How is a Fractional CFO different from a bookkeeper or an accountant?

A bookkeeper records the past, and an accountant reports on the past. A good accountant can provide strategic financial advise, however, tend to be limited directly to budgeting, cash flow management strategies and capital structure.
A CFO is focused on shaping the future. We use the data from the past to inform the financial strategy, capital structure, and risk mitigation plans needed to fund and control future growth. We plan for various future scenarios, acknowledging that we can't predict the future, but ensuring your business is in the best possible shape to take advantage of opportunities and to pivot when needed.

My business runs well enough; why hire an executive like a CFO?

Your business may be running, but is it running efficiently, profitably, and sustainably?
We aim to improve predictability in sales and growth, eliminate margin erosion, reduce high staff turnover with well-structured incentives or more stable daily work environments. A Fractional CFO identifies these systemic financial weaknesses and provides the structure required to secure your long-term success.

How does this compare to the Fractional COO service?

The Good vs. The Poor Service

What Does a Great Fractional CFO Look Like?

Action-Oriented: They go beyond reporting the financial past to actively shaping the financial future.

Strategic Integrator: They connect financial strategy to operational activities, such as linking sales commissions and marketing spend directly to profit goals.

Proactive Planning: They anticipate cash flow needs, manage capital structure, and create contingency plans for economic changes.

What Does a Poor Fractional CFO Look Like?

Historical Reporter: They only provide historical financial data and never offer strategic recommendations on how to change the outcome.

Isolated Function: They treat finance as a silo, without integrating financial health into the operational, sales, or marketing teams.

Risk-Averse: They only advise against risk without creating models that proactively support planned, ambitious growth.

I Need More Information

What You Get: Tangible Outcomes

Profit Growth: Direct impact on the bottom line by restructuring costs, optimizing asset use, and ensuring operational and sales functions align with financial strategy.

Cash Flow Stability: Transition from unreliable, feast-or-famine cash flow to predictable, managed liquidity, freeing capital for investment.

Strategic Clarity: Clear models for ROI for any project, ensuring expenditure directly drives profitable growth.

Eroding Margin Halt: Identifying and correcting revenue erosion, ensuring upfront sales translate into back-end profit.

Sustainable Infrastructure: Financial systems and reporting that are robust enough to support 100% or more profit growth for years to come.

More Details

Turning Visionary Goals into 100% Profit Growth
The Challenge: The client had set ambitious growth goals for a business that was actively struggling to break even. Initial investigation revealed severe back-end erosion of revenue due to serious issues with junk inventory, unresolved service problems, and a sales force focused on volume over healthy margins. Revenues were being generated upfront but completely lost on the back end, resulting in extremely low client satisfaction.
The Solution: We developed an overall strategy to turn the business around, iteratively applying small, but fundamental, changes over a year. The strategy focused on finance-driven operational changes:
Incentive Alignment: An overall review of incentive structures produced a payroll matrix that was aligned with business goals, allowed for economic adjustments, and rewarded employees for fighting for margins.
Inventory Control: Old inventory was strategically removed, reducing warehousing costs and ensuring the right, high-value inventory was stored on site.
Operational Compliance: General manager job descriptions were changed to ensure HR and operational compliance, improving service accountability.
The Result: Within one year, the business had achieved a 100% profit growth and continued to produce exceptional profit growth in the following five years. The business is highly profitable and growing, with happy, well-paid employees and dramatically improved client service levels.

Next Steps

Who This Is For

The business owner who struggles to manage the business in line with their long-term vision.
The business owner who has inconsistent sales and growth or is experiencing eroding profit margins or unreliable cash flows.
The business owner who requires executive-level financial leadership but cannot yet afford the full-time salary of an experienced CFO.

Pricing Guide: Your Investment in Financial Strategy

This is a continuous, retainer-based service reflecting the ongoing, high-level financial and strategic leadership provided.

Pricing Model: Monthly Retainer based on defined scope and ongoing management needs.
Investment Starts At: $6,000 per month.
Duration: Note that pricing is based on a minimum contract period of 6 months. For best outcomes, a 12-month contract is recommended.

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Fractional Financial Management: Strategic Finance for Operational Success.