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looking for a Fractional CFO?

Access top-level financial expertise on a part-time or project basis, without the cost of a full-time hire

Every company, regardless of its size, faces a unique financial maze

Finding the right path requires a steady and experienced guide. That’s where we come in. Our fractional CFO services act as your compass, navigating you through the complexities of the financial landscape, no matter where you are on your growth journey.

Building and scaling a successful business requires strategic financial leadership. But hiring a full-time CFO may not be feasible for every organization, especially in the early stages of growth. That’s where fractional CFO services come in.

What is a Fractional CFO?

Imagine a seasoned financial expert, like a traditional CFO, but available on a part-time or project-based basis. This is the essence of a fractional CFO. We offer the strategic guidance and financial expertise you need, without the full-time cost commitment.

How Does it Help Business Owners?

  • Gain strategic financial leadership: Get expert financial insights and guidance tailored to your specific goals, whether it’s planning for growth, raising capital, or optimizing operations.
  • Fill critical skill gaps: Access expertise in areas like financial modeling, cash flow management, and risk mitigation, even if you don’t have these resources in-house.
  • Boost efficiency and cost-effectiveness: Enjoy flexible engagement options that fit your budget and specific needs, ensuring you receive the right level of support without breaking the bank.
  • Focus on what matters most: Delegate complex financial tasks to a trusted advisor, freeing up your time to focus on your core business activities.

Who Can Benefit?

  • Early-stage companies: Gain the financial leadership you need to navigate critical growth phases without the hefty costs of a full-time CFO.
  • Established businesses: Access strategic financial expertise to fuel further growth, optimize operations, or manage complex transitions.
  • Businesses undergoing change: Benefit from experienced guidance during mergers, acquisitions, or other significant changes.

Fractional CFO services offer a flexible and cost-effective way to access the financial leadership you need to achieve your business goals

Benefits

  • Cost-effective financial leadership and strategic guidance.

  • Improved financial performance and decision-making.

  • Access to specialized expertise tailored to your needs.

  • Scalable support as your business grows.

  • Peace of mind knowing your finances are in expert hands.

Process

  • Collaborate with you to understand your unique needs and goals.

  • Provide ongoing financial analysis, reporting, and forecasting.

  • Manage cash flow, budgeting, and risk mitigation.

  • Develop and implement financial strategies for growth.

  • Regular communication and updates to ensure alignment.

Differentiation

  • Experienced and qualified financial professionals.

  • Flexible engagement models to fit your budget and needs.

  • Collaborative and client-centric approach.

  • Proven track record of success with diverse clients.

How it works?

Achieve Financial Clarity & Confidence: Your 3-Step Guide to Partnering with Advising

Schedule Your Free Discovery Call

Schedule a no-obligation consultation. During this conversation, you’ll have the opportunity to discuss your financial goals, concerns, and current situation. Our friendly team will listen attentively to delineate a plan to assist with your needs.

Collaborate & Develop a Strategic Plan

Based on your consultation, we’ll work closely with you to develop a personalized plan tailored to your specific needs. This plan will outline clear strategies, action steps, and timelines to help you achieve your financial objectives.

Implement & Experience Personalized Support

With your plan in place, we’ll be by your side to guide and support you every step of the way. You’ll receive ongoing communication, progress updates, and expert advice, ensuring you stay on track and confident in your financial journey.

Available Service Levels 

Choose the level that aligns with your current revenue and strategic goals:

PATHFINDER
Tailored for clients with revenue under $1 million, this level signifies a crucial period of building and strengthening financial foundations

Best Fit

  • Up to $1 million revenue

Financial Management & Goal Setting

  • Establish quarterly and annual financial goals

  • Establish and execute monthly financial action plans for the upcoming quarter

  • Quarterly updates

Financial Modeling & Forecasting

  • Quarterly updates

Budgeting & Cost Control

  • Quarterly updates

Cash Flow Forecasting

  • 6-month cash flow forecast

  • Quarterly updates

Financial Reporting

  • Basics and compliance review

Guidance

  • On financial controls and risk mitigation

Technical Oversight

  • Technical oversight, support, and feedback to the company’s internal bookkeeping and accounting personnel (if applicable)

Strategic Planning

  • N/A

CFO Calls

  • Quarterly meetings focusing on financial statement review, cash flow analysis, and basic financial planning

Check-In Calls

  • N/A

NAVIGATOR
Tailored for clients in the revenue range of $1 million to $3 million, this level is designed to cater to businesses facing heightened financial complexities

Best Fit

  • $1 million – $3 million revenue

Financial Management & Goal Setting

  • Establish quarterly and annual financial goals

  • Establish and execute monthly financial action plans for the upcoming quarter

  • Monthly updates

Financial Modeling & Forecasting

  • Development and implementation of financial models for growth planning

  • Monthly updates

Budgeting & Cost Control

  • Monthly updates

Cash Flow Forecasting

  • 12-month cash flow forecast
  • Monthly updates

Financial Reporting

  • Benchmarking and industry comparison

Guidance

  • On key financial metrics and KPIs

Technical Oversight

  • Technical oversight, support, and feedback to the company’s internal bookkeeping and accounting personnel (if applicable)

Strategic Planning

  • 1 hour quarterly strategic planning meeting
  • 3 hour annual strategic planning meeting

CFO Calls

  • Monthly meetings with deeper dives into financial performance, strategic analysis, and customized reporting

Check-In Calls

  • N/A

VOYAGER
Tailored for clients exceeding $3 million in revenue, this level signifies a readiness for strategic financial guidance, paving the way for future expansion

Best Fit

  • Over $3 million revenue

Financial Management & Goal Setting

  • Establish quarterly and annual financial goals

  • Establish and execute monthly financial action plans for the upcoming quarter

  • Monthly updates

Financial Modeling & Forecasting

  • Development and implementation of financial models for growth planning

  • Monthly updates

Budgeting & Cost Control

  • Advanced financial modeling and scenario planning

  • Monthly updates

Cash Flow Forecasting

  • 12-month cash flow forecast
  • Monthly updates

Financial Reporting

  • Board and executive team financial presentations

Guidance

  • Investor relations and financial communication strategy

Technical Oversight

  • Technical oversight, support, and feedback to the company’s internal bookkeeping and accounting personnel (if applicable)

Strategic Planning

  • 1 hour quarterly strategic planning meeting
  • 8 hour annual strategic planning meeting

CFO Calls

  • Monthly meetings supplemented by bi-weekly touching base calls for ongoing strategic discussions

Check-In Calls

  • Bi-weekly

Beyond these core services

We personalize your experience with ongoing communication and collaboration. Whether you need monthly meetings or bi-weekly check-ins, your dedicated fractional CFO will be your constant companion in navigating the financial labyrinth.

Don’t navigate the complexities alone. Contact us today and let us be your guide to financial success.

Schedule your Discovery Call

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Don’t just take our word for it

what Our Clients Say

Hear from the businesses and leaders who’ve experienced firsthand the transformative impact of partnering with Advising. Their stories are a testament to the dedication, insight, and results we bring to every project.

Alina, our new Fractional CFO, has significantly boosted our small business with her financial guidance. Her expertise in forecasting and finding cost savings has clarified our financial health and fueled growth. She communicates complex ideas simply, aligning our team with financial goals. Alina’s impact has improved our finances and positioned us for future success.

Carla Sanchez Silva – CEO Proyecto Colectivo

Her ability to simplify complex financial strategies into actionable plans has significantly impacted the businesses she’s worked with, including mine. Alina’s strategic foresight, ethical approach, and leadership have not only driven growth but also fostered resilience and integrity within organizations. Her contributions extend beyond finance, embodying visionary leadership that any company would value highly.

Omar Picart – President & CEO Numera

Advising revolutionized our approach to financial strategy, propelling us onto a trajectory of success far beyond our wildest dreams. Their profound expertise in fractional CFO services has been nothing short of transformative for our business, marking a pivotal shift in our journey towards unprecedented growth and prosperity. The strategic insights have unlocked new opportunities that we had never before considered possible.

Efraín Reverón – CEO Kemosabe