Take the next step towards success & sustainability.

Get expert financial support from a fractional CFO or coach.

Watch your financial and impact strategies go from overwhelm or guessing to true measured progress and sustainable growth, that has you thinking, “why didn’t I seek support sooner?”

Take the next step towards success & sustainability.

Get expert financial support from a fractional CFO or coach.

Watch your business go from financial and impact guessing to true measured impact and sustainable growth, that has you thinking, “why didn’t I seek support sooner?”

Our fractional CFO services

We provide comprehensive outsourced CFO services for long term outsourcing, short term projects to achieve your key goals, or strategy coaching on:

Effective financial processes for recordkeeping, analysis and performance management
Business budgeting and cashflow planning
Consulting meetings
Strategic planning
Profitability review
Pricing models
Investor presentation and forecasts
Management and board reporting
Grant management and reporting
Financial reporting and analysis
Budgeting and forecasting
Cashflow management

We're the perfect match if you are...

A business or non-profit leader focused on contributing to positive social or environmental change
A social enterprise or a social change project within a business
For-profit, non-profit, charity or B Corp
Looking to augment your small team with financial acumen

Trying to raise investment or grant funding
Struggling with measuring your impact
In need of expert guidance on finance, accounting or impact management
Tired of doing it all on your own

How we work

1. Planning Call

Our journey begins with a dedicated planning call to understand your business goals and define how CFO can help you to build on your progress and grow.craft a tailored CFO service that aligns with your vision. Based on your specific needs, we determine whether to provide fractional CFO services or a comprehensive CFO strategy service.

2. Deep Dive Review

During the setup and analysis process, based on the optimal service for your business, we partner with you to optimize your financial operations. With a unique focus on the social purpose sector and startups, we offer deep, meaningful support where it’s often lacking from other providers.

3. CFO Relationship Setup

We provide comprehensive and thorough recommendations on what you need next. Depending on the complexity of the work and your budget, we can work in the capacity of a fractional CFO to manage the finance role or work with you as a coach to provide direction and accountability.

What Our Clients Have to Say

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Frequently asked questions

Q: How do you approach strategic planning as part of your CFO services?

A: We work closely with you to develop long-term financial strategies aligned with your business goals, maximizing growth opportunities and mitigating risks.

Q: What distinguishes your fractional CFO services from traditional CFO roles?

A: Our fractional CFO services offer the expertise of a seasoned CFO on a part-time basis, providing cost-effective solutions without the commitment of a full-time hire, making strategic financial leadership accessible to businesses of all sizes.

We have a unique focus on supporting leaders and organization driven by purpose and innovation.

Q: What if I don’t have the capacity for a fractional CFO?

A: If you’re not quite ready to bring on a fractional CFO, our coaching service offers an ideal solution. You’ll gain access to CFO-level expertise, receiving personalized support in strategic guidance and financial analysis to help you make informed decisions that drive your organization’s growth and profitability.

Q: How often are coaching sessions conducted?

A: The frequency of coaching sessions is tailored to your needs and can be scheduled as required– —whether weekly, bi-weekly, or monthly—to ensure ongoing support and guidance. Typically, a short starting engagement is for 6 to 12 sessions.

Q: Who will benefit from the coaching sessions?

A: Our coaching sessions will benefit CEOs, Executive Directors, and other senior leaders. These sessions are designed to enhance their financial literacy and decision-making skills. We ensure they have the tools and knowledge needed to lead their organizations effectively.

Q: Can coaching sessions be conducted remotely?

A: Absolutely. We offer flexible coaching sessions that can be conducted remotely, allowing you to receive expert guidance regardless of location.