Fractional CFO
Strategic Financial Leadership for Growing Businesses
When your business reaches a certain stage, spreadsheets and basic reporting aren’t enough. You need financial leadership - without the cost or commitment of a full-time CFO.
At Fortress CFO, our Fractional CFO services give founders and leadership teams access to senior-level financial expertise to improve cash flow, strengthen decision-making, and support sustainable growth.
This is CFO support built for real businesses, not corporate theory.
What Is a Fractional CFO?
A Fractional CFO provides part-time, on-demand CFO-level leadership tailored to your business stage and goals.
Unlike a bookkeeper or accountant, a Fractional CFO focuses on:
Strategic planning
Forward-looking financial insight
Cash flow and risk management
Growth and capital readiness
We don’t just report numbers - we help you use them.
What Our Fractional CFO Services Include
Financial Strategy & Planning
We help you build a financial roadmap aligned with your business goals.
Strategic financial planning
Budget creation and oversight
Long-term forecasting
Scenario and sensitivity analysis
Growth and expansion modeling
Cash Flow Management & Forecasting
Cash flow is the single biggest reason growing businesses fail - we make it predictable.
Cash flow forecasting
Burn rate and runway analysis
Working capital optimization
Expense structure review
Monthly cash flow reviews
Financial Reporting & Insights
Clear reporting turns data into decisions.
Monthly financial review meetings
KPI development and tracking
Executive dashboards
Variance analysis (actual vs plan)
Profitability analysis by service or product
Leadership & Decision Support
We act as a strategic thought partner for founders and executives.
CFO-level advisory support
Decision modeling for major initiatives
Pricing and margin strategy
Vendor and contract financial reviews
Second-opinion financial analysis
Capital & Growth Readiness
Whether you’re preparing for growth, financing, or restructuring - timing matters.
Investor and lender readiness
Financial models for funding
Debt and capital strategy support
Board and stakeholder reporting
Risk identification and mitigation
Who Our Fractional CFO Services Are For
Our Fractional CFO clients typically include:
Founder-led companies scaling operations
Businesses with strong revenue but weak margins
Companies preparing for financing or expansion
Leadership teams lacking financial visibility
Owners who want clarity before making big decisions
Ideal for businesses generating $500K–$10M+ in revenue.
If you’ve ever said:
“We’re growing - but I don’t feel in control of the numbers.”
This service is built for you.
Fractional CFO vs Accounting & Bookkeeping
Many clients ask where accounting ends and CFO support begins.
Tracks historical transactions
Ensures compliance and accuracy
Reports what already happened
Fractional CFO
Interprets the numbers
Forecasts what’s coming
Guides strategic decisions
Helps you plan, not just record
Our Fractional CFO services often work alongside our
Accounting & Bookkeeping and Financial Modeling & Planning services.
How Our Fractional CFO Engagements Work
We keep engagements flexible, structured, and outcome-focused.
Initial Financial Assessment
Review of financials, systems, and goals.Strategic Planning & Priorities
Identify gaps, risks, and opportunities.Ongoing CFO Support
Monthly or ongoing advisory, reporting, and planning.Adjust as You Scale
Support evolves with your business.
Engagements can be project-based or ongoing, depending on your needs.
Why Fortress CFO?
✔ CFO-level expertise without full-time cost
✔ Founder-focused, practical approach
✔ Clear deliverables and actionable insight
✔ Experience across healthcare, professional services, and growth-stage companies
✔ Strategy grounded in financial reality - not theory
We don’t overwhelm you with spreadsheets.
We help you make better decisions.
Ready for CFO-Level Clarity?
Make confident financial decisions - backed by strategy, data, and experience.
If you’re ready to stop guessing and start leading with clarity, let’s talk.