FRACTIONAL CFO SERVICES FOR GROWING BUSINESSES
Get CFO-level financial strategy at a fraction of the cost.
Proffitt Corner Advisors’ fractional CFO services give your business the financial leadership it needs, without the full-time salary, benefits, and overhead that come with it.
$1.3M+
Client Tax Savings
50+
States Served Nationwide
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- IRS Enrolled Agent
- Integrated Tax & Exit Planning
- Nationwide Client Base
- Confidential Advisory Process
WHAT ARE FRACTIONAL CFO SERVICES?
A fractional CFO is an experienced financial executive who works with your business on a part-time or project basis, giving you the same level of strategic financial leadership a full-time CFO provides, at a fraction of the cost.
At Proffitt Corner Advisors, a fractional CFO focuses on the bigger picture, where your cash is going, what your numbers actually mean, and how to use financial data to make better decisions at every stage of growth.
Fractional CFO services typically cost 60–80% less, with no long-term hiring commitment and no benefits overhead.
SIGNS YOUR BUSINESS NEEDS CFO-LEVEL GUIDANCE
Most business owners know something is off with their finances before they know exactly what to call it.
COMPREHENSIVE CFO SERVICES
FOR SMALL AND MID-SIZE BUSINESSES
At Proffitt Corner Advisors, you get one advisor who knows your business inside out, handling everything from cash flow to long-term strategy, and showing up every month, not just when something goes wrong.
STRATEGIC FINANCIAL PLANNING
Most businesses plan for the next quarter. We help you build a financial roadmap that looks three to five years out, so the decisions you make today set you up for where you actually want to go.
What This Covers:
- Long-term financial strategy aligned with your business goals
- Profitability optimization, where you make money and where you don't
- Scenario planning for growth, downturns, and major decisions
- Growth planning tied to real revenue and cost assumptions
Best For:
Scaling Businesses
Businesses in Transition
Pre-Fundraise Companies
Planning an Exit
CASH FLOW MANAGEMENT
Profit tells you if your business model works. Cash flow tells you if the business survives. We build the systems and forecasts that keep you ahead of cash problems before they become a crisis.
What This Covers:
- 13-week and annual cash flow forecasting
- Working capital optimization, receivables, payables, and inventory
- Expense management and cost reduction analysis
- Liquidity planning for seasonal or cyclical businesses
Best For:
Cash-Tight Businesses
Seasonal Operations
High-Growth Companies
Manufacturing & Distribution
BUDGETING AND FINANCIAL MODELING
A budget that lives in a spreadsheet and never gets reviewed isn’t a financial plan. We build dynamic models you can actually use to make decisions and track performance against targets.
What This Covers:
- Annual budget creation tied to your strategic goals
- Revenue and expense forecasting by department or product line
- Multi-year financial projections for planning and fundraising
- Sensitivity analysis: What happens if revenue drops 20%?
Best For:
Pre-Investment Businesses
Fast-Growing Companies
Board-Managed Companies
Businesses Seeking Debt Financing
FINANCIAL REPORTING AND KPIS
You can’t manage what you don’t measure. We build reporting systems that give you the right numbers at the right time, so every meeting starts with clarity instead of confusion.
What This Covers:
- Monthly financial dashboards built around your business model
- KPI identification, tracking, and variance analysis
- Board and investor reporting packages
- Profitability analysis by product, customer, or division
Best For:
Board-Governed Companies
Investor-Backed Businesses
Multi-Location Operations
SaaS & Subscription Businesses
FUNDRAISING AND CAPITAL STRATEGY
Investors make decisions based on your numbers. If the financials in your pitch deck don’t hold up to scrutiny, the conversation stops there. We build the financial foundation that gets deals done.
What This Covers:
- Investor financial models and return analysis
- Pitch deck financials, three-statement models, unit economics
- Debt vs. equity analysis and capital structure recommendations
- Due diligence support and data room preparation
Best For:
Startups Raising Capital
Pre-M&A Companies
PE-Backed Businesses
Businesses Seeking Bank Financing
SYSTEMS AND PROCESS OPTIMIZATION
If your team spends more time pulling data than using it, the problem is your systems, not your people. We clean up the financial infrastructure so reporting is faster, more reliable, and actually useful.
What This Covers:
- Accounting system audit and improvement recommendations
- Financial workflow automation to reduce manual data entry
- Internal controls to reduce fraud risk and reporting errors
- Compliance structure for audit readiness and investor review
Best For:
Fast-Scaling Businesses
Companies Preparing for Audit
Businesses Post-Acquisition
Operationally Complex Companies
WHY CHOOSE A
FRACTIONAL CFO INSTEAD OF A FULL-TIME HIRE
For most growing businesses, a full-time CFO is either too expensive or too early to hire. Proffitt Corner Advisors gives you the financial leadership the business needs at the right cost.
Flexible to What Your Business Needs
If your business needs more support during a fundraiser and less during steady-state operations. We have flexible Fractional CFO engagement models that scale with your business.
Financial Leadership That Grows with You
As your revenue grows and your financial complexity increases, the level of CFO involvement can grow with it. You're never locked into a model that doesn't fit where the business is today.
Better Decisions Backed by Real Data
Most business decisions, hiring, pricing, expansion, capital, come down to the numbers. A fractional CFO makes sure you're working from the right numbers.
Financial Expertise Available from Day One
A fractional CFO comes in with the experience and frameworks already built and can start working to improve your financial picture immediately.
Factor
Full-Time CFO
Fractional CFO
- Annual Cost
- Time to Value
- Commitment
- Scalability
- Industry Breadth
- Strategic Output
- $250K–$400K+
- 90+ day ramp-up
- Full-time hire
- Fixed headcount
- Single company view
- Full coverage
- 60–80% less
- Immediate expertise
- Flexible engagement
- Scales with business
- Multi-industry insight
- Full coverage
OUR CFO ENGAGEMENT PROCESS
Every engagement starts with a clear picture of where you are financially. Then, Proffitt Corner Advisors builds the structure and the strategy around what your business actually needs.
(Free Consultation)
Financial Assessment
We review your financials, identify where cash is going, flag risks and opportunities, and get a clear picture of the current state of your business.
(Custom Strategy)
Strategy Development
We build a financial roadmap, budget, forecasts, cash flow plan, and the KPIs that will tell you if the business is on track.
(Hands-On Execution)
Implementation
We set up the reporting systems, cash flow structures, and financial workflows, so your finance function actually works the way it should.
(Annual Reviews)
Ongoing Monitoring
Monthly CFO meetings, KPI reviews, and continuous financial planning, so your strategy stays current as the business changes.
FLEXIBLE FRACTIONAL CFO ENGAGEMENT OPTIONS
Not every business needs the same level of CFO involvement.
Proffitt Corner Advisors offers three engagement models; choose the one that fits where your business is right now
Ongoing
Part-Time CFO
A dedicated fractional CFO embedded in your business on an ongoing monthly basis. Best for businesses that need consistent financial oversight, regular reporting, and strategic input at every major decision.
- Ongoing strategic financial oversight
- Monthly reporting and KPI reviews
- Cash flow and budget management
- Available for team and leadership questions
Best for: Businesses with $1M–$20M revenue needing consistent CFO-level oversight
Project-Based
Project CFO
Fractional CFO support for a specific, time-bound need. You get full CFO-level attention for the duration of the project, without committing to ongoing retainer fees.
- Fundraising preparation and investor financials
- Financial restructuring and turnaround
- M&A preparation and due diligence support
- Budget and model build for the board or lenders
Best for: Companies with a defined financial project that needs expert execution
Remote
Virtual CFO
All the strategic value of a fractional CFO is delivered entirely remotely. Monthly advisory sessions, real-time financial reporting, and a dedicated advisor who knows your business, accessible from anywhere.
- Remote financial leadership and oversight
- Monthly advisory and strategy sessions
- Cloud-based reporting and dashboards
- Flexible hours — no office requirement
Best for: Businesses with $1M–$20M revenue needing consistent CFO-level oversightDistributed teams and businesses that operate without a central office
BUSINESSES THAT BENEFIT FROM FRACTIONAL CFO SERVICES
Proffitt Corner Advisors works with businesses at different stages; some are growing fast and need structure, while others are preparing for a major financial event.
- Startups
Early-stage companies that need investor-ready financials, runway management, and a financial model that holds up when the questions start coming from the other side of the table.
- Small & Mid-Size Businesses
Businesses with $1M–$20M in revenue that have grown past the point where a bookkeeper handles the financial strategy, but aren’t ready to hire a full-time CFO yet.
- Professional Service Firms
Law firms, medical practices, consulting firms, and accounting businesses where owner compensation, billing rates, and capacity utilization all drive profitability in ways that need active management.
- Manufacturing Companies
Businesses where inventory, cost of goods, working capital cycles, and supplier terms create real cash flow complexity that needs structured financial oversight to manage well.
- Technology & SaaS Businesse
Companies with recurring revenue, churn metrics, customer acquisition costs, and lifetime value calculations that need a CFO who understands the SaaS financial model, not just general accounting.
- Family-Owned Companies
Businesses where personal and company finances overlap, and succession or transition planning is part of the long-term financial picture, not just day-to-day cash management.
WHAT SETS OUR CFO TEAM APART
There are a lot of fractional CFOs who can build a model.
Fewer can connect your financial strategy to your tax position, your operational decisions, and your long-term goals at the same time. At Proffitt Corner Advisors, that’s exactly what we do.
Financial Strategy and Tax Planning Work Together
Most CFOs and tax advisors work in separate lanes. We bridge both. We account for everything from the start, not at year-end when the options have already closed.
Multi-Industry Experience That Transfers
Working across industries means we bring solutions from one context into another. An expert cross-industry insight is something a single-company CFO simply doesn’t have.
Decisions Driven by Data, Not Assumptions
We build financial infrastructure that gives you results in real time. Before any major decision, you’ll know what the financial impact actually looks like before you commit.
Engagement That Scales With Your Business
The level of CFO involvement adjusts with everything your business goes through, without replacing the advisor or restarting the relationship from scratch.
One Advisor Who Knows Your Business
Your fractional CFO stays in the engagement, attends your meetings, knows your business model inside out, and builds on that context month after month rather than starting fresh each time.
IRS Enrolled Agent
Highest Tax Credential
Serving All 50 States
$1.3M+
in Documented Client Savings
Confidential & Secure
FREQUENTLY ASKED QUESTIONS
A fractional CFO handles the financial strategy, not the day-to-day bookkeeping or tax filing. That means cash flow management, financial modeling, budgeting, KPI reporting, fundraising preparation, and helping you make major decisions with real financial data behind them. At Proffitt Corner Advisors, think of it as having an executive-level financial advisor embedded in your business, available on a part-time or project basis rather than full-time.
Costs vary based on the level of engagement and the complexity of your business. Most part-time CFO retainers for small and mid-size businesses run between $3,000 and $10,000 per month — a fraction of what a full-time CFO hire costs in salary, benefits, and equity. Project-based engagements are scoped and priced around the specific deliverable. Proffitt Corner Advisors starts with a free assessment to understand what level of involvement makes sense before any commitment.
Yes, especially for businesses that have grown past basic bookkeeping but aren't large enough to justify a full-time CFO hire. If your revenue is between $500K and $20M, you're making decisions that have real financial consequences, and you don't have someone at the table who can translate the numbers into strategy. A fractional CFO is exactly the right solution. The question isn't whether you need CFO-level thinking. It's whether you can afford not to have it.
Most ongoing retainer engagements include a monthly CFO meeting for strategy review, KPI analysis, and financial planning. Outside of that, Proffitt Corner Advisors is available for specific questions, decision support, and ad hoc financial reviews as they come up. During a fundraise, restructuring, or acquisition, the frequency typically increases to match the pace of the work. The level of access is built into the engagement model from the start.
Yes. This is one of the most common reasons businesses bring in a fractional CFO. At Proffitt Corner Advisors, fundraising preparation includes building investor-grade financial models, structuring three-statement projections, preparing the data room for due diligence, and making sure the financials in your pitch deck are consistent, defensible, and clearly presented. Having a CFO who built the model in the room is a significant advantage.
EXPLORE MORE SERVICES
Advanced Tax Planning
Small Business Tax Planning
Individual Tax Planning
Entity Advisory
Retirement
GET CFO-LEVEL FINANCIAL STRATEGY WITHOUT THE FULL-TIME COST
Your business doesn’t need a $300,000 hire to get financial leadership.
Proffitt Corner Advisors’ fractional CFO services give you the cash flow management, strategic planning, and financial oversight your business needs — on a schedule and budget that fits where you are today.
- Improve Cash Flow
- Make Smarter Financial Decisions
- Prepare for Growth or Investment