Most business owners wait too long to bring in financial strategy. They have a bookkeeper, maybe even a controller, but no one is helping them think three steps ahead.
That’s where a Strategic CFO comes in.

What is a Strategic CFO? 

Unlike a bookkeeper or accountant, a Strategic CFO doesn’t just report numbers — they interpret them to guide decision-making.

A Strategic CFO helps you:

- Identify where profit is leaking
- Forecast cash flow and growth realistically
- Build financial models for investors or banks
- Prepare for M&A or expansion
- Bring clarity to chaos

Why It Matters

As your business grows (especially past $5M in revenue), the stakes get higher:

- Small mistakes become big money losses
- Investors and lenders expect sophistication
- You can’t afford guesswork when planning your next move

When Should You Bring One In?

You don’t need to wait until you're overwhelmed. Here are signs it's time:

- You don’t fully trust your financial reports
- You’re unsure how to plan 6–12 months ahead
- You’re raising capital or exploring acquisition- You want to know how healthy your margins really are

Why “Fractional” Makes Sense

Hiring a full-time CFO costs $250K+ per year. But most growth-stage companies don’t need that.
A Strategic CFO can work with you part-time (fractionally) to deliver full-time impact — without the full-time overhead.

Final Thought

Proper bookkeeping also makes collaboration between accountants and attorneys far more effective - especially when supporting high-growth businesses.

Smart founders don’t wait for problems to appear. They plan proactively. If you’re ready for financial clarity and strategic foresight, it may be time to talk with a Strategic CFO. Schedule a Consultation.