Reviewed by Julio Cañas ·
We direct your finances
Fractional CFO
We take the controls. We fly your finances for you.
Senior financial direction that doesn't just read your numbers, it acts on them: projections, year-round tax strategy and your finance function led by a senior team, so you make every big decision with a clear financial direction, no CFO on payroll.
Our clients
Some of the businesses that already trust us
Who it's for
If you're flying the business blind, it's time for real financial direction, the work of a CFO, without a full-time hire.
A fractional CFO, also called an outsourced CFO, brings senior financial leadership to your business part time. Instead of only recording what already happened, this role turns your numbers into projections, year-round tax strategy and the decisions that set the direction of the business, the work of a full-time CFO at a fraction of the cost.
- You're in firefighting mode, with no clarity on your profitability, tax burden or cash flow.
- You can't say how much you can pay yourself this month, how much you owe, or what the business will be worth in six months.
- You're hiring, investing or expanding because it feels right, with no projections or scenario analysis.
- Sales doubled, but so did expenses. Everything grows except the profit.
What changes for you
Clarity and cash flow control
Your financial statements stop being documents and become decision tools: cash flow analyzed, weak points surfaced, dashboards that show what matters when it matters.
Tax optimization with strategy
We assess your structure (LLC, S-Corp, C-Corp) and design strategies to maximize deductions and prevent risk, coordinated with your accountants, by plan and not by last-minute urgency.
Decisions on real models, not guesses
Solid projections and scenario tests ('what if sales double?', 'what if costs rise?'), so you commit to big moves with the math already done.
What's included
Senior financial direction, delivered as concrete work every month:
- A deep financial diagnosis: revenue, expenses, margins, cash flow, KPIs and tax structure, turned into a clear roadmap.
- Financial projections and modeling to test scenarios before you commit.
- Year-round tax structure optimization, coordinated with your accountants.
- Monthly actionable reports and dashboards, not spreadsheets full of noise.
- Margin, cost and profitability analysis by service line, so you scale without risking liquidity.
- Leadership of your finance function and support in key meetings with partners or investors.
Our method
Your finances, directed across the 9 Financial Pillars™
Your CFO doesn't improvise. We direct your finances through a proprietary system organized in three levels, so every decision rests on structure, not intuition.
Foundation
Real liquidity, sustainable margins and healthy sources of capital. The base that keeps the business standing.
Protection
Risk, controls and compliance in order, so what you've built stays protected.
Growth
Proactive tax planning, decisions driven by data and capital that works toward your goals.
How it works
From blind spots to a clear financial direction
Diagnose
We run a deep financial diagnosis of your revenue, margins, cash flow and tax structure, and turn it into a clear roadmap.
Direct
We lead your finance function: projections, scenario models, tax strategy and monthly dashboards that drive the next decision.
Decide
You walk into every big move, hiring, investing, expanding, with the numbers and the direction already on the table.
Not sure this is the right move for your business?Start with a conversation.
FAQ
Questions owners ask
Not sure if this is your level?
Start with a conversation. We'll tell you exactly where your business stands and which door fits.
Service investmentStarting at $6,000/mo
No obligation. We'll tell you exactly where your business stands.