Fractional CFO

cfo services consulting
Looking for a Strategic Way to Drive Business Growth?

Unlock Smarter Growth With An Expert Financial Strategy

Growing businesses need financial oversight that does more than balance budgets. It must guide decisions. But not every company can justify a full-time CFO. That’s where ClearPath CFO Advisory steps in. Our fractional CFOs bring 22 years of hands-on business experience to the table, helping you forecast with precision, manage cash flow proactively, and analyze profitability in a way that drives meaningful change.

From building investor-ready reports to tracking the KPIs that truly impact your margins, we focus on the metrics that matter so you can lead with clarity and scale with confidence.

Why Choose Us

Why Choose Expert Financial Guidance for Your Business?

Our Fractional CFO Services give you the financial expertise you need, without the high salary of a full-time CFO.

Expert Financial
Leadership

Get executive-level financial advice without hiring in-house.

Cost-Effective
Solutions

Pay only for the CFO services you need.

Growth-Focused
Strategy

We help businesses scale with data-driven decision-making.

Custom Financial
Plans

Every business is unique, and we tailor our approach to your needs.

Fractional CFO Services

Packages & Pricing

Fractional CFO Services May Include

$375/hr

  • cfo consulting services Financial Modeling
  • cfo consulting services Providing Insights into Income Statement, Balance Sheet, Cash Flow Forecasts and Proformas
  • cfo consulting services Financial Planning & Analysis
  • cfo consulting services Customer Sales Data Analysis
  • cfo consulting services Assistance with Sourcing Mortgages, Bank Loans, Specialty Loans or Leasing Programs
  • cfo consulting services Product/Service Profitability Analysis
  • cfo consulting services Develop Dashboards / Key Performance Indicators
  • cfo consulting services Develop Strategic Business Plans
  • cfo consulting services Manage and or Train Accounting Team
  • cfo consulting services Selection and Implementation of Accounting Software
  • cfo consulting services Risk Management & Strategic Decision Making
Our Fractional CFO Services

Financial Modeling & Forecasting

Plan confidently with financial models that forecast performance, manage risk, and guide smart growth.

We Provide:

  • Revenue and expense forecasting.
  • Proformas for business planning.
  • Scenario analysis for growth strategies.

cfo services consulting
cfo services consulting
Our Fractional CFO Services

Complete Financial Insights & Reporting

Get clarity on your financial health with expert analysis of key reports. Use those insights to plan smarter and grow stronger.

Key Benefits:

  • Identify financial strengths and weaknesses.
  • Improve cash flow management.
  • Optimize budgeting and financial planning.

Our Fractional CFO Services

Financial Planning & Analysis (FP&A)

Plan smarter with insight-driven financial strategies. We track performance, analyze trends, and guide decisions that improve profit and stability.

Our FP&A Services Include:

  • Budgeting and financial goal-setting.
  • Financial trend analysis and forecasting.
  • Cost reduction and profit optimization.

cfo services consulting
cfo services consulting
Our Fractional CFO Services

Customer Sales Data Analysis

Turn sales data into growth. We analyze trends and behavior to refine pricing, boost retention, and grow revenue with confidence.

We Help You:

  • Identify top-performing products or services.
  • Improve customer retention and sales strategies.
  • Optimize revenue streams for long-term success.

Our Fractional CFO Services

Business Loan & Financing Assistance

Looking to grow? We help you secure financing with the right strategy, clear documentation, and lender-ready financials.

Our Support Includes:

  • Evaluating loan and financing options.
  • Preparing financial statements for loan applications.
  • Negotiating loan terms with lenders.

cfo services consulting
cfo services consulting
Our Fractional CFO Services

Product & Service Profitability Analysis

Uncover what drives profit. We analyze margins, costs, and pricing to spotlight your most profitable products and services.

We Provide:

  • Cost and revenue breakdowns per product/service.
  • Pricing strategy recommendations.
  • Strategies for improving profitability.

Our Fractional CFO Services

Develop Dashboards & Key Performance Indicators (KPIs)

Gain clarity with dashboards built around your goals. We track real-time KPIs to keep you focused and performing at your best.

Our Dashboard Services Include:

  • Identifying and tracking the most critical KPIs.
  • Automating real-time financial reporting.
  • Providing visual insights for more intelligent decision-making.

virtual accounting firm
virtual accounting firm
Our Fractional CFO Services

Develop Strategic Business Plans

A powerful business plan fuels growth. We synchronize financial goals with operations, empowering you to advance with confidence and precision.

We Help You:

  • Set clear business objectives.
  • Develop action plans for scaling and growth.
  • Identify risks and create contingency plans.

Our Fractional CFO Services

Manage & Train Your Accounting Team

Strengthen your finances with expert-led training that sharpens reporting and improves team performance.

We Provide:

  • Training on best accounting practices and compliance.
  • Streamlining financial workflows and processes.
  • Leadership and oversight for accounting teams. 

virtual accounting firm
virtual accounting firm
Our Fractional CFO Services

Selection & Implementation of Accounting Software

Selecting the right software streamlines your workflow, reduces errors, and brings clarity to your financial data. We handle selection, setup, and customization with precision so the tools work the way your business actually operates.

Our Services Include:

  • Recommending the best accounting software solutions.
  • Implementing and configuring the software.
  • Training your team for seamless integration.

Our Fractional CFO Services

Risk Management & Strategic Decision-Making

While risk is inherent in business, poor planning isn’t. We empower you to minimize financial threats and make savvy decisions for enduring success.

We Help You:

  • Identify potential financial risks and vulnerabilities.
  • Develop risk mitigation strategies.
  • Make informed, data-driven business decisions.

virtual accounting firm

Strengthen Your Financial Strategy With Expert Support Now

Join forces with expert CFOs to sharpen your forecasts, optimize cash flow, and elevate business decisions. Gain crystal-clear insight and command with adaptable financial leadership designed for expansion.

FAQS

Frequently Asked Questions

How can financial modeling help my small business plan for the future?

It predicts revenue, expenses, and cash flow in various scenarios, empowering you to make informed choices on hiring, investing, and strategic planning.

What’s the difference between financial forecasting and budgeting?

Budgeting sets your financial targets, while forecasting adjusts to real-world outcomes. A savvy CFO merges these strategies to keep you sharp and financially nimble.

Which financial reports should I review, and how does a CFO help?

Examine your income statement, balance sheet, and cash flow. A CFO brings valuable insights to enhance forecasting, minimize risks, and bolster strategic planning.

Want to improve your financial strategy with expert support?

Unlock your path to confident, data-driven growth by scheduling a free consultation with ClearPath CFO Advisory today.

How can a Fractional CFO help grow our business?

We work with a Fractional CFO to create strategic financial plans, improve cash flow, and make informed decisions around pricing, hiring, and expansion to support long-term growth.

What KPIs should we track for stronger financial performance?

We focus on key metrics like net profit margin, cash flow, and return on investment. A CFO helps us monitor these indicators and refine our strategy as the business evolves.

Contact Us Now for a Free Consultation

Expert Guidance for Long Term Business Success



    cfo as a service