CFO & FINANCIAL ADVISORY
Financial leadership
without the full-time cost.
“The right financial expertise, exactly when you need it.”
Fractional CFO and Director-level financial leadership, customized to your organization’s needs — from day-to-day bookkeeping support to strategic financial guidance and exit planning.
WHAT IS IT
Expert financial leadership — scaled to fit your organization.
Not every organization needs a full-time CFO. But every organization benefits from having access to one. The CFO & Financial Advisory service brings fractional Chief Financial Officer expertise and Director-level financial leadership to businesses and nonprofits that need financial strength, strategic clarity, and a trusted advisor — without the cost of a full-time hire.
Whether you need ongoing financial oversight, targeted support through a transition, bookkeeping continuity, or help navigating a major financial decision, this service is designed to meet you exactly where you are.
SERVICES
What’s included – customized to your needs.
Fractional CFO Leadership
Strategic financial oversight, leadership of the accounting function, and CFO-level decision support — on a fractional basis.
Financial Reporting & Analysis
Preparation and analysis of financial statements, dashboards, and KPI reporting designed for real decision-making.
Cash Flow Management
13-week cash flow forecasting, cash flow optimization, and ongoing management to keep your organization liquid and informed.
Bookkeeping Support
Day-to-day bookkeeping provided by our staff bookkeeper — ensuring continuity, accuracy, and clean books every month.
Budgeting & Forecasting
Collaborative budget development, rolling forecasts, and financial planning that reflects your strategic goals.
Transition & Advisory Support
Expert guidance through leadership transitions, financial function rebuilds, and complex organizational changes.
EXIT PLANNING
Certified Exit Planning Advisor (CEPA)
As a CEPA, Barb helps business owners proactively prepare for a successful transition — whether that’s a sale, a family transfer, or an internal succession. Exit planning isn’t just about leaving. It’s about building a business worth leaving on your terms.
HOW ENGAGEMENTS WORK
Tailored to your organization — not a package.
Every CFO & Financial Advisory engagement is customized. We begin with a conversation about your specific needs, your current financial function, and what you’re trying to accomplish. From there, we build a scope and fee structure that makes sense for your organization.
Engagements can be ongoing monthly retainers, project-based, or tied to a specific transition or initiative. There are no minimum contracts until we’ve agreed on the right fit together.
Let’s talk about what you need.
Schedule a complimentary consultation — no commitment, no pressure.