Growing companies face a gap between bookkeeping and the strategic financial leadership that boards, investors, and acquirers expect. Our fractional CFO and CRO services bridge that gap with experienced leadership grounded in real operational, audit, and transaction experience.
Our team brings CPA credentials, M&A experience on both sides of the table, and a track record across startup finance, corporate governance, and revenue operations — from 409A compliance and audit committee support to go-to-market strategy and capital planning.
Why Us
Our fractional CFO practice is led by a CPA with direct experience across the full company lifecycle — from startup finance and venture fundraising through audit, due diligence, and exit. We combine financial expertise with technology and AI governance credentials that most fractional CFO firms lack, making us especially well-suited for technology companies and AI-forward organizations.
What We Offer
Financial Strategy & Planning
Budgeting, forecasting, cash flow management, and financial modeling for growth and capital decisions.
Audit & Compliance Readiness
Financial controls, SOX readiness, audit committee support, and regulatory compliance for finance teams.
Transaction & Capital Support
Due diligence, 409A valuations, capital raise preparation, and M&A financial advisory.
Revenue Strategy & Operations
Go-to-market planning, sales process optimization, pricing strategy, and revenue forecasting.
Board & Investor Reporting
Financial reporting packages, KPI dashboards, and board-ready financial communications.
Risk & Financial Governance
Enterprise risk frameworks, financial policy development, and internal controls design.
Financial Leadership in Practice
Our fractional CFO and CRO engagements draw on direct experience operating at the intersection of finance, technology, and governance.
Startup & Growth Finance
Experience as CFO of a venture-backed technology company through its acquisition in 2018 — including financial controls, investor reporting, due diligence preparation, and transaction execution. We understand what acquirers and investors look for because we have been through the process.
Audit & Compliance
CPA credentials and experience across audit, 409A valuations, fair value measurement, and financial reporting provide the governance perspective that boards, audit committees, and investors require.
Technology & AI Company Finance
Deep understanding of technology company economics — SaaS metrics, R&D capitalization, IP valuation, and the financial governance challenges specific to AI and data-intensive businesses.
Revenue Operations
Experience building go-to-market operations from the ground up — pricing, sales process, enterprise sales readiness, and the financial infrastructure that supports repeatable revenue growth.
Frequently Asked Questions
- What does a fractional CFO do?
- A fractional CFO provides senior financial leadership on a part-time basis — strategic financial planning, cash flow management, fundraising support, audit readiness, board reporting, and financial governance. Unlike a bookkeeper or controller, a fractional CFO focuses on strategy and decision-making, not day-to-day transaction processing.
- What does a fractional CRO do?
- A fractional Chief Revenue Officer leads revenue strategy and execution — aligning sales, marketing, and customer success around growth targets. This includes go-to-market planning, sales process optimization, pricing strategy, revenue forecasting, and building the operational infrastructure for scalable growth.
- When should a company hire a fractional CFO instead of a full-time CFO?
- A fractional CFO is typically the right fit when your organization has outgrown basic bookkeeping but doesn't yet have the revenue or complexity to justify a $250,000+ full-time hire. Common triggers include preparing for fundraising, navigating a major transaction, implementing financial controls for the first time, or needing board-ready financial reporting.
- What credentials does your fractional CFO team hold?
- Our fractional CFO practice is led by a CPA with experience across audit, valuation, and financial reporting — including 409A compliance, fair value measurement, and financial controls. We also hold CIPP/US and CIPP/E privacy certifications and a Certified AI Auditor credential, which is valuable for organizations operating at the intersection of finance and technology.
- Do you work with startups and venture-backed companies?
- Yes. Our team has co-founded, scaled, and exited technology companies, and has direct experience with venture fundraising, due diligence, and acquisition. We understand the financial governance that investors and acquirers expect because we have been on both sides of those transactions.
- How much does a fractional CFO cost?
- Fractional CFO engagements typically range from $5,000 to $15,000 per month depending on scope, complexity, and hours. This represents a fraction of the $250,000–$350,000+ total cost of a full-time CFO with comparable credentials and experience.
- What is the difference between a fractional CFO and a bookkeeper or controller?
- A bookkeeper records transactions. A controller manages accounting operations and reporting. A fractional CFO provides strategic financial leadership — capital planning, investor relations, board reporting, M&A advisory, and financial governance. These roles are complementary, and a fractional CFO often works alongside your existing accounting team to provide the strategic layer.
- Where do you provide fractional CFO and CRO services?
- We serve organizations across Michigan — Ann Arbor, Detroit, Grand Rapids, Lansing, and throughout the state — as well as nationally. Engagements combine remote strategic work with on-site sessions as needed.
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