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World-Class Fractional CFO Services Tailored to Your Needs and Budget

Our outsourced CFOs, with an average of 21 years of C-Suite experience, will integrate seamlessly with your team, immediately impacting your finances and operations and helping take your business to the next level.

Our experience leading companies of various sizes includes: (i) starting-up and co-founding successful businesses; (ii) helping companies scale up rapidly; (iii) leading the transformation of mature, larger businesses; and (iv) successfully turning around troubled ventures.

And with fixed fee service packages starting at $3,750 per month, we add great value for a fraction of the cost of a full time CFO!

Benefits of hiring our fractional CFOs:

A Fresh Perspective

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Our CFOs will challenge your thinking, bring in new ideas and offer a fresh perspective

Your Finances in Order

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With better processes and procedures, we deliver accurate and timely financial information

Better Decision Making

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We will give you the analytics and strategic insights to confidently make decisions guided by data, and not just intuition

Growth and Value

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We will help you drive faster growth, increased profitability, and a higher value for your business

What Our CFOs Can Do For You

Our Scope of Work may include any of the services listed below, as well as others requested by you.

Reporting and Compliance Matters

  • Oversight of finance, accounting, audit, tax and insurance matters

  • Review of monthly financial statements

  • Creation of annual budgets, with updates on a monthly or quarterly-basis

  • Preparation of monthly financial packages to include: budget-to-actual comparison, variance analysis, KPI report

  • Preparation of rolling 13-week cash flow forecasts and recommendations on how to optimize cash flow

  • Design and implementation of financial processes and internal controls

  • Oversight of financial/operating/ERP systems selection and implementation

  • Investor / Bank relations

Performance Matters

  • Advice regarding opportunities to increase revenues – either organically or through acquisitions/partnerships

  • Development of profitability analysis by product or market and recommendations on how to improve margins

  • Review of cost structure and advice concerning cost-saving measures

  • Integration of financial analysis and discipline into pricing decisions

  • Creation and management of incentive/bonus plans

Strategic Matters

  • Preparation of long-term financial forecasts and business plans (3-5 years)

  • Strategic Review and SWOT analysis

  • Guidance regarding capital structure matters

  • Capital raising

  • M&A advisory

Schedule a Free Consultation

CFO Services Packages

Starting at $3,750 per month, our fixed fee service packages offer you the structure and price certainty of an engagement with a defined scope of work, with the flexibility to request additional support as needed, and charged on an hourly basis.

Fixed Fee Plan: Starter Advanced Pro
Monthly Rate (except for month 1)*
$3,750
$5,500
$7,700
Review of monthly financial statements, including interactions with bookkeeper to address issues
✓
✓
✓
Preparation of monthly financial packages, including: budget-to-actual comparison, variance analysis, KPI report
✓
✓
✓
Advice regarding opportunities to increase revenues
✓
✓
✓
Review of cost structure and advice concerning cost-saving measures
✓
✓
✓
Interaction with tax advisors
✓
✓
✓
Bi-weekly 1-hr meetings with the CEO/Leadership Team
✓
 
 
Weekly 1-hr meetings with the CEO/Leadership Team
 
✓
✓
Monthly preparation of rolling 13-week cash flow forecasts and recommendations on how to optimize cash flow
 
✓
✓
Quarterly update of budget throughout the year
 
✓
✓
Design, implementation and management of financial processes and internal controls
 
 
✓
Integration of financial analysis and discipline into pricing decisions
 
 
✓
Management of incentive/bonus plans
 
 
✓
*For the first month, when onboarding takes place, the invoice will be equivalent to double the regular monthly rate; Does not include travel expenses or travel time to client, if applicable.

Ad-hoc Tasks

  • Creation of annual budget: $6,875
  • Creation of incentive/bonus plan: $4,400
  • Development of profitability analysis by product/market, recommendations on margin improvement (per product or service): $2,750

Schedule a Free Consultation

A Few of Our Testimonials

“

Mario Wanderley is a world-class entrepreneur, finance and operating executive and deal maker. For almost two decades, he has worked as my CFO/COO and partner in building numerous businesses in the U.S. and overseas and negotiating transactions with leading technology companies, banks and private equity firms. Mario repeatedly demonstrated an uncanny ability to quickly evaluate complex operating and financial issues and to present creative solutions in often unrealistically short time frames. His tenacity, integrity, intelligence, negotiating and managerial skills made him an invaluable partner.

George CrowleyFounder, Chairman and CEO of The Crowley Group
“

I worked with Jim Bailey for over 10 years. He is a very skilled and results oriented CFO. He was instrumental in helping to drive and manage aggressive organic growth, acquisition, integration and office co-location. He is able to be both hands-on and a big picture thinker with the financial acumen and project management skills to drive tasks to completion.

Scott RootFormer President - Dentsply Implants North America
“

As a Board Member for two companies where I was CEO, Rob Brierley's advice was welcomed by his colleagues and the management team. He worked tirelessly to understand each Company’s operations in order to help align the desired strategy with the needed operational execution to achieve those strategic objectives. He offered a unique perspective by always balancing short and long-term initiatives against the desired strategic outcomes. Rob is admired by most, respected by all and has a unique blend of strong financial expertise and leadership qualities that makes him an excellent C-level executive or board member.

Chuck ChampionManaging Partner at Paladin Capital Partners LLC
“

Ken Dixon knows how to set goals, measure outcomes and drive performance. I’ve watched him do that for both individuals and businesses alike over the course of almost two decades. His passion, energy, focus and objectivity, as well as his sense of humor, would make him an exceptional contributor to any organization. As the founder and leader of my own business, I hired him, worked with him, promoted him and benefited from his honesty and wise counsel. If I were starting or growing a company today, Ken’s a guy that I’d want on my team again.

Walter HenritzeFormer Founder/President, Wave Inc.
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