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CFO Services for Small Businesses

Financial leadership that grows your business without the cost of a full-time executive.

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Small Business CFO Services Overview

Small businesses need financial strategy but cannot afford a full-time CFO. CFO Strategic Consulting provides CFO services on a part-time basis, giving you access to financial expertise when you need it.
 

Our fractional CFO model means you pay for the time you use. You get financial planning, analysis, and strategic guidance at a fraction of the cost of a full-time hire.

Services We Provide

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Financial Planning and Analysis

We create budgets aligned with your goals. We develop forecasts that adapt to market changes. We manage cash flow to ensure you meet payroll and capture opportunities. Our financial models show you what drives performance.

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Strategic Business Guidance

We optimize your business model for profitability. We identify and mitigate risks. We develop pricing strategies that maximize margins. We help you make decisions about expansion, product launches, and market positioning.

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Performance Reporting

We establish KPIs that track business health. Our dashboards give you visibility into financial performance. Monthly reports translate financial data into actionable insights.

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Capital and Fundraising Support

We prepare financial packages for investors and lenders. We guide you through financing options. We support negotiations to ensure favorable terms. Our experience helps you avoid pitfalls and present your business professionally.

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Exit Strategy Development

We structure your business for maximum valuation. We implement financial systems buyers expect. We prepare you for due diligence.

Financial Report

Why Choose CFO Strategic Consulting

We serve businesses in the Portland Metropolitan Area. Our team has experience across industries including technology, manufacturing, professional services, and retail.

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Every engagement starts with understanding your business model, challenges, and goals. We create a service plan that delivers financial leadership at a price point that works for your business.

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Our Process

Discovery and Assessment We review your financial position, systems, and processes. This consultation helps us understand your current state and future goals.

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Strategic Plan Development We develop a financial strategy aligned with your objectives. This includes immediate priorities and long-term initiatives for growth.

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Implementation and Support We work with your team to implement recommendations, establish processes, and ensure everyone understands their role in financial success.

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Ongoing Partnership As your fractional CFO, we provide support through regular meetings, monthly reporting, and availability for decisions. We adjust strategies as your business grows.

Service Details

Our services range from $2,000 to $8,000 per month depending on your needs. Most businesses benefit from CFO services when they reach $1-2 million in revenue or face financial decisions beyond their expertise.

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Bookkeepers record transactions, accountants prepare statements and tax returns, while CFOs provide strategic financial leadership and guide business decisions. We complement your existing financial team.

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