Fractional CFO Services & Virtual Financial Leadership
Our fractional CFO services in Irvine provide executive-level financial leadership for growing businesses, delivering C-suite strategic insights without the full-time cost to help you scale efficiently and profitably.
Strategic Financial Leadership
Our CFO consulting services provide the strategic financial guidance growing businesses need. From cash flow forecasting to KPI development, we help you make data-driven decisions that drive growth and profitability.
Financial Analysis
Deep insights and performance metrics
Growth Strategy
Strategic planning for sustainable growth
CFO Services Include
- Monthly CFO strategy sessions
- Custom KPI dashboards
- Budget and forecast development
- Cash flow management
- Pricing strategy analysis
- Board presentation materials
CFO Service Areas
Financial Planning
Strategic budgeting, forecasting, and scenario planning to guide business decisions.
- • Annual budget development
- • Rolling forecasts
- • Scenario modeling
- • Capital planning
Performance Analytics
KPI development and financial analysis to measure and improve performance.
- • KPI dashboard creation
- • Variance analysis
- • Profitability analysis
- • Benchmarking studies
Growth Strategy
Strategic guidance for funding, acquisitions, and sustainable growth initiatives.
- • Investment readiness
- • M&A support
- • Growth modeling
- • Exit planning
Cash Management
Optimize cash flow, working capital, and liquidity management strategies.
- • Cash flow forecasting
- • Working capital optimization
- • Credit facility management
- • Investment strategies
Risk Management
Identify, assess, and mitigate financial and operational risks.
- • Risk assessment
- • Internal controls
- • Insurance optimization
- • Compliance oversight
Board Relations
Professional board reporting and investor relations support.
- • Board presentation prep
- • Investor reporting
- • Due diligence support
- • Strategic communications
CFO Service Outcomes
CFO Success Story
Manufacturing Company Scales from $2M to $8M
A family-owned manufacturing business needed strategic financial guidance to scale operations and prepare for potential acquisition. Our CFO services helped them achieve remarkable growth:
CFO Initiatives
- • Implemented advanced KPI tracking
- • Developed 3-year growth plan
- • Optimized pricing strategies
- • Prepared investment-ready financials
Results Achieved
- • 300% revenue growth in 3 years
- • 35% improvement in margins
- • Secured $2M growth capital
- • Successfully acquired by strategic buyer
Frequently Asked Questions
Ready for CFO-Level Financial Leadership?
Transform your business with strategic financial guidance from experienced CFO professionals.