Part-Time CFO Services

The CFO seat, filled exactly as much as you need.

Most growing businesses hit a stretch where the bookkeeper is maxed out but a full-time CFO makes no financial sense. That gap is where bad pricing decisions, cash crunches, and stalled bank conversations happen. Our part-time CFO engagement fills the seat — a day a week, a few days a month, or intensively around a financing or sale.

What the engagement covers

• Cash-flow forecasting and management — knowing your position weeks ahead, not days behind
• Budgets, projections, and the discipline to hold the team to them
• Banking and financing relationships — preparing the package lenders actually want to see
• Pricing, margin, and cost analysis grounded in your real numbers
• Financial reporting your board, partners, or buyers can rely on
• Sounding-board access: a CFO's judgment on the decisions that keep you up at night

Why a CPA in the CFO seat

Strategy that ignores tax consequences isn't strategy. Because the same firm handles your tax work, every forecast and financing decision is made with the tax picture already in the room — not discovered the following April.

Common questions

How much does a part-time CFO cost?

A fraction of a full-time hire. Engagements are scoped to a fixed monthly arrangement so you can budget for it — no surprise hourly bills.

Do we need to fire our bookkeeper?

No — good bookkeepers become more valuable with a CFO setting direction. We work above and alongside your existing staff.