Fractional CFO Services for Growing Businesses

We help you understand cash flow, increase profitability, and make better financial decisions.

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Pain Points

  • Cash flow is unpredictable

  • You don’t trust your numbers

  • You’re growing, but profits aren’t following

  • You’re making decisions without clear data

Process

  • Initial consultation

  • Financial assessment

  • Strategic plan

  • Ongoing CFO support

What You Get

  • Clear visibility into your cash flow and financial position

  • A 13-week cash flow forecast you can rely on

  • Monthly financial insight to guide decision-making

  • A structured plan to improve profitability

  • KPIs and reporting that actually reflects business performance

  • Confidence in your numbers and financial direction

Services

Fractional CFO Services (Core Offering)

What this includes:

  • Financial strategy & planning

  • 13-week cash flow forecasting

  • KPI Dashboards

  • Monthly reporting package and financial review

Schedule a Clarity Call

Ongoing Financial Leadership & Strategic Guidance

We provide ongoing CFO-level support to help you gain clarity into your financials, improve profitability, and make confident business decisions.

Financial Modeling & Forecasting

Data-Driven Planning for Growth and Decision Making

We build custom financial models to help you evaluate opportunities, plan for growth, and understand the financial impact of key decisions.

What this includes:

  • Scenario and sensitivity analysis

  • Revenue and growth forecasting

  • Capital planning

  • Investment and expansion analysis

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Cash Flow Optimization

Improve Liquidity and Gain Control of Your Cash

We help you identify cash constraints, improve working capital, and build systems to maintain consistent cash flow.

What this includes:

  • Cash flow diagnostics

  • Working capital analysis

  • Short-term liquidity planning

  • Product or service profitability

Schedule a Clarity Call

Financial Cleanup & Stabilization

What this includes:

  • Bookkeeping review

  • Stronger processes and segregation of duties

  • Fraud prevention controls

  • Lender-ready reporting packages

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Get Your Financials Accurate, Organized, and Actionable

Before strategic work can begin, your financial foundation must be reliable. We help clean up and structure your financials so you can trust your numbers.

Christopher Woullard, CPA - Founder and Lead Advisor

With experience at Ernst & Young, a publicly traded company, and a $1.5B private organization, I bring CFO-level insight to growing businesses — the same discipline that runs large companies, built for owners not yet ready for a full-time CFO.

  • Managed financials for businesses generating up to $1.5B in revenue

  • Reduced balance sheet liabilities by $2.5M through process improvements

  • Improved operating margins through financial and procurement analysis

  • Built financial models and reporting used in daily decision-making

  • Increased cash visibility and improved working capital management

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