Our Services
Fractional CFO
Services
Strategic Financial Leadership—Without the Full-Time Cost
Unlock expert financial guidance tailored to your business—without the overhead of a full-time CFO. Our Fractional CFO Services give you the strategic insight and financial expertise you need to scale smarter, improve profitability, and make data-driven decisions.
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Need support for your Accounting function? We offer fractional controllers too!
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How We Help:
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Cash Flow Optimization — Maximize cash flow, minimize risks, and ensure financial stability.
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Financial Planning & Forecasting — Strategic roadmaps that align with your business goals and fuel sustainable growth.
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Profitability & Cost Analysis — Identify hidden inefficiencies, improve margins, and boost your bottom line.
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Investor & Lender-Ready Financials — Prepare accurate reports, forecasts, and strategies that build confidence with stakeholders.
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Data-Driven Decision Making — Gain clarity with tailored KPIs, dashboards, and regular financial reviews.
Why Choose a Fractional CFO?
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Cost-effective access to high-level financial expertise
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Flexibility to scale support based on your business needs
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Objective, strategic insights to drive growth and profitability
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Project Based Consulting
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Financial Support For Your Critical Decisions
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Is your business going through a major change such as a restructuring or contemplating expanding into new products or markets?
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Then you may be interested in project based consulting with our fractional CFO. Instead of taking on a monthly retainer, we work with you on a limited scope engagement typically between 1-6 months in length.
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Typical Engagements Include:
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​RFP support
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Accounting/Finance System Transitions
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Business restructuring
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Strategic Investment Evaluation
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Funding support
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M&A Preparation
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Audit Preparation
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Budget overhaul
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Who Is This For?
Any of the services above could be delivered within the scope of the fractional CFO service. Companies who select project based support typically have a more mature finance and accounting team that are able to handle the day to day operations, and only need support for major one-off events.
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However it is not uncommon for us to be brought in for a project and for that to turn into an ongoing fractional CFO role.
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How Does It Work?​
We create a customized statement of work for your project, with clear goals and deliverables.
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Finance-centered Business Coaching
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Your Path To Managing Your Business With Confidence
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Do you feel lost when looking at a P&L or Balance Sheet? Are you struggling with profitability or growing your business? Finance-centered coaching is for you!
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What is Finance-centered Business Coaching?
In a nutshell its the combination of a business coach and financial advisor. I created this business coaching style after seeing many of my clients struggle with understanding their financial data, and delivering against a strategy with no knowledge of how it would impact their bottom line.
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What's Included:​
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1:1 Bi-weekly/Monthly coaching sessions (you determine the cadence)
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A personalized coaching and training plan
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Voxer access for quick questions between sessions
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Financial goals for your business and an action plan to implement using my proprietary framework
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Discounts on recorded webinars and trainings.
Who Is this For?
This is ideal for business owners or senior business leaders who want to increase their confidence in making the right decisions.
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Take action today, and within ten weeks you could be feeling confident that the decisions you are making for your business have a firm financial backing.
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Testimonials
Emily Smith Pirello, Owner - ESP Consulting
"Jessica was an invaluable partner to us during a moment of leadership transition. Not only did she quickly ramp up, bringing the technical skills and financial insights to analyze, model, and assess our complicated financial needs, she brought a level of strategic vision and leadership that we sorely needed during that period of time as the financial voice and expert in the room"