Strategic Financial Leadership Without the Full-Time Cost
Boston businesses deserve financial expertise that scales with them.
Our Fractional CFO services provide high-level financial strategy, cash flow management, forecasting, and data-driven insights – without the overhead of a full-time executive.
Whether you’re a startup, a growing company, or an established business in transition, we help you make smarter financial decisions to drive profitability and long-term success.


Why Choose a Fractional CFO?
Many businesses hit a point where they need more than an accountant but less than a full-time CFO. That’s where we come in. With our Fractional CFO services, you get:
- Strategic Financial Planning – We develop a roadmap to align your financials with your business goals.
- Cash Flow & Profitability Management – Ensure your business has the liquidity to operate and grow.
- Budgeting & Forecasting – Plan for the future with confidence through financial modeling and scenario planning.
- Financial Reporting & Analysis – Gain clarity with customized reports that help you understand your numbers.
- Mergers & Acquisitions Support – Navigate business sales, acquisitions, or exits with expert financial oversight.
- Investor & Lender Relations – We help you secure funding, negotiate terms, and build financial credibility.
Core Values
We develop meaningful, long-lasting relationships with our clients who trust us to act with integrity, be transparent to guide decision-making and creatively solve complex challenges with savvy and grit.