Fractional CFO & COO Services

Fractional CFO & COO

This is fractional CFO and COO leadership for franchise systems, multi-location operators, and growth-stage businesses that need senior financial and operational leadership without the cost of a full-time hire. Whether you’re expanding, tightening up performance, or just want a steadier hand on the numbers and operations, you get an operator who works inside the business and owns the outcomes, not an outside consultant who hands you a plan and moves on.

Each retainer starts at a minimum of 10 hours a month, split flexibly between CFO and COO work based on where your business needs the most focus.

As your dedicated partner, we stay in the business with you month to month. We review the numbers, weigh in on the big calls, and keep the plan on track. The full list of what’s included is below; the short version is senior CFO and COO judgment, on call when the decisions matter most.

Want to know more about what it looks like to have a dedicated Fractional CFO/COO partner in your corner? Book a free 30-minute call.

Monthly Deliverables:

What's Included

6-month minimum engagement suggested. This allows for consistent momentum as we implement meaningful financial and operational improvements across your business. A longer runway gives us time to strengthen systems, increase profitability, and build the foundation needed for sustainable growth, especially important for multi-location or rapidly scaling businesses.

Project-Based Services

Targeted Engagements

Not ready for a full CFO/COO partnership? These engagements let you start smaller. Most solve one specific problem and leave you with something you can use, and a couple can be handled on an ongoing basis if you'd rather hand a function off entirely. Not sure which one fits your situation? Book a call and we'll talk through where your business stands and which engagement would move the needle most.

Foundation Audit

A full review of where your business actually stands, financially and operationally: what's working, where money or efficiency is leaking, and what to fix before you scale.

You walk away with:

  • The highest-impact issues to fix first
  • Ways to improve profit, cash flow, and decision-making
  • A roadmap on whether ongoing CFO/COO support is the right next step
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13-Week Cash Flow Forecast

A rolling 13-week view of what's coming in, what's going out, and when, so you stop running your cash on gut feel and can see trouble before it hits.

You walk away with:

  • A week-by-week cash forecast you can trust
  • Early warning on tight weeks before they become a crisis
  • A model you can keep updating as things change
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Monthly Close & Reporting Overhaul

Clean up a slow or messy close and get reporting you can trust, including cash-to-accrual conversions when you need them.

You walk away with:

  • A faster, cleaner monthly close
  • Financial statements you can rely on for decisions
  • Reporting set up to stay clean going forward
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Ongoing Bookkeeping

Hand the books off for good. We handle categorization, reconciliations, and a clean monthly close so your financials stay current month after month and you're free to run the business.

What you get:

  • Books reconciled and closed every month, on time
  • Monthly financial statements you can actually read
  • A current, reliable picture of where the business stands
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KPI Dashboard Build

One dashboard that ties your operations to your numbers, so you can see what's driving the business at a glance instead of digging through spreadsheets.

You walk away with:

  • A single dashboard tracking the metrics that matter
  • Operational and financial KPIs in one place
  • A clear read on what's driving or dragging the business
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