Fractional CFO & Controller services

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Interim Controller& CFO Partners

Interim & fractional finance leadership

Experienced CFO and Controller leadership, right when you need it.

We step in as your interim or fractional CFO and Controller to stabilize the finance function, strengthen reporting, improve cash visibility, and give owners a dependable financial partner.

20+

Years leading finance and accounting

$3M

to $50M revenue: the companies we serve

Pressure signals

Four things owners say on the first call

Each one has a cause in the finance function, and each one has a fix that does not require hiring an executive full time.

  • You cannot see cash past Friday

    The bank balance is a number. A forecast is a plan. If the difference between them is a feeling, that is the first thing to fix.

  • The close is late and the numbers move

    Reports arrive on the twentieth, get revised on the twenty-fifth, and nobody in the room quite believes the version in front of them.

  • The lender is asking questions

    A covenant calculation, a borrowing base, a WIP schedule. Someone has to answer, and it should be someone who has answered before.

  • Management is carrying the finance workload

    The owner does the forecast at night. The operations manager chases receivables. The office manager runs payroll and prays.

Core process

Fix it. Run it. Document it. Hand it off.

Five phases, in order. The same arc whether the engagement is a 90-day reset or a multi-year fractional relationship.

The Finance Department Reset
  1. Assess

    Accounting, people, systems, cash, reporting, controls, and processes. Two weeks. A written diagnosis.

  2. Clean up

    Reconciliations, balance sheet, AR, AP, intercompany, job cost, and chart of accounts.

  3. Stabilize

    Close calendar, cash forecast, management reporting, KPIs, controls, and accountable roles.

  4. Document

    SOPs, calendars, checklists, role descriptions, and recurring responsibilities.

  5. Transition

    Recruitment support, onboarding, training, knowledge transfer, and a clean handoff.

Pricing preview

Transparent starting points

Priced by deliverables and cadence, not hours. Final pricing depends on size, volume, entities, condition, and urgency.

  • Fractional Controller

    $2,500/ month

    Details
  • Fractional CFO

    $3,500/ month

    Details
  • CFO Advisory

    $5,000/ month

    Details
  • Operating CFO

    $8,500/ month

    Details
See all pricingEmbedded CFO from $12,500. Interim leadership is a custom engagement.

Leadership model

CFO judgment. Controller discipline. Partner accountability.

Most finance problems in a growing company are two problems wearing one coat: the books are not right, and the decisions are not made. A controller fixes the first. A CFO handles the second. We have held both seats and we know which one your situation needs, which is usually the one you did not call about.

Interim engagements cover an empty chair for a defined period. Fractional engagements supply the role on a recurring cadence at a fraction of the full-time cost. Both are led by a person who is accountable for the result, not a firm that is accountable for the hours.

Controller vs. CFO: which do you need?

Experience

Earned in the seat, not in a slide deck

  • 20+ years in finance and accounting leadership
  • CFO and former Controller perspective
  • Treasury, 13-week cash forecasting, and lender relationships
  • Construction accounting, job costing, WIP, and bonding reporting
  • Restructuring and Chapter 11 financial leadership alongside counsel
  • Acquisition integration across a $1 billion building-materials platform
  • Public-company reporting discipline applied to private companies
About the firm

Industries

Finance leadership that knows how your industry gets paid

Construction, building materials, real estate, retail, and service organizations. Written for the way each one makes and loses money.

13
Weeks of cash visibility, updated every Monday
10
Business days to a close you can trust
90
Days to a documented, stabilized finance function
1
Business day to hear back from us

Financial assessment

Let us look at what needs attention.

A confidential conversation about cash, reporting, and the decisions in front of you. We reply within one business day. If the answer is a bookkeeper, we will say so.

Confidential. Takes about two minutes. Every field helps us come to the first call prepared.

By submitting you agree to our privacy policy. We never sell or share your information.

Financial assessment

Get the financial house in order.

An experienced finance executive enters the room, understands the problem, and establishes control. That is the whole offer.