Executive-level financial leadership, without the full-time cost.
Not every growing business needs a full-time CFO or controller. Our fractional services give you experienced financial leadership when you need it, at a cost that makes sense.
A short conversation to understand your needs and see if we’re a good fit.
Strategy
A senior financial professional who works with you part-time, guiding the big-picture direction of the company without the salary, benefits and overhead of a full-time executive.
Structure
Focused on the accuracy, structure and consistency of your financial operations, so the reports leadership relies on are dependable.
A fractional CFO is a senior financial professional who works with your business part-time or on a flexible schedule. You get the same strategic guidance a full-time chief financial officer provides (planning, forecasting, profitability analysis and lender readiness) without the six-figure salary, benefits and overhead. For most Birmingham small and mid-sized businesses, that is the smarter way to add financial leadership.
A fractional CFO helps you understand where the business stands today, build a budget you will actually use, forecast cash 13 weeks ahead, price jobs and services for margin, and walk into a bank or investor meeting with numbers that hold up.
While a CFO guides strategy, a fractional controller makes sure the numbers underneath it are right. That means a reliable month-end close, accurate financial statements, internal controls that reduce the risk of errors and fraud, and KPI reports your team can act on. If your reports show up late, change after the fact, or nobody fully trusts them, a controller fixes the process.
Fractional bookkeeping gives you an experienced bookkeeper for exactly the hours your business needs, without hiring a full-time employee. Instead of paying salary, benefits and training for an in-house bookkeeper, or turning your office manager into a part-time accountant, you get a dedicated team that keeps your QuickBooks Online books current every business day.
Most small businesses start with fractional bookkeeping and add controller or CFO support when they need deeper reporting, forecasting or lender readiness.
Strategy is only as good as the data behind it. Our fractional CFO and controller work sits on top of our fractional bookkeeping and outsourced accounting service, where your QuickBooks Online file is updated every business day. If your books need work first, we start with a QuickBooks cleanup and catch-up or a 52-point QuickBooks Health Assessment, so every forecast and decision starts from accurate numbers.
Not sure which level of help you need? Read Fractional CFO vs. Bookkeeper: when to level up your financial strategy.
If your numbers feel unclear, delayed or hard to act on,it may be time.
A bookkeeper records financial activity and keeps the books organized. A fractional CFO provides strategic guidance: planning, forecasting and decision support.
Not always. Some businesses only need strategic guidance; others need stronger reporting and operational oversight. Often a combination works best.
When cash flow is tight, growth is accelerating, reporting is unclear, margins are shrinking, or you’re preparing for financing or a major decision.
Yes. Cash-flow management and forecasting are core parts of our fractional CFO support.
Yes. Fractional leadership is especially helpful for small and mid-sized businesses that need expertise without a full-time executive salary.
Far less than a full-time CFO. Pricing depends on scope and hours, from a monthly advisory retainer to project-based work like a cash-flow forecast or lender package. We quote a fixed monthly fee after a free consultation.
A fractional bookkeeper is an experienced bookkeeper who works for your business part-time, for a predictable monthly fee. You get accurate, up-to-date books without the cost of a full-time hire.
Far less than a full-time bookkeeper or accountant. Our fractional bookkeeping is a fixed monthly fee based on your transaction volume and the services you need. See outsourced bookkeeping pricing or schedule a consultation for a quote.
Yes. We are based in Birmingham, AL and serve Hoover, Vestavia Hills, Homewood, Mountain Brook, Trussville and Pelham in person, and work remotely with clients across the U.S.
You don’t need a full-time executive to get stronger financial leadership.