Fractional CFO

Over 30 Years of Tax and
Accounting Experience

As a fractional CFO for your organization, Charles provides services for organizations in a part-time, retainer, or contract arrangement. There are multiple benefits of a fractional CFO, and he can offer a company the experience and expertise of a high-end CFO without the in-house cost—salary, health benefits, and bonuses—of a full-time CFO.

Charles can help your company overcome financial challenges, achieve growth, optimize strategy, implement systems, raise capital, or navigate an audit or transaction. He is often brought into an organization when there are financial challenges that the company’s existing team does not have either the skills or manpower to overcome.

A fractional CFO is often brought into a company to help overcome specific financial challenges such as:

  • Cash flow issues
  • Low gross margins
  • High expenses
  • Outgrown existing systems
  • Need to make cost cuts
  • Navigating an audit

Also potentially helping with

  • Getting books in order
  • Producing financial forecasts
  • Bringing expertise and validation to the company
  • Sitting in on board meetings
  • Helping with strategic relationships
  • Analyzing term sheets and contracts
  • Overseeing due diligence

Charles can also be helpful in optimizing or implementing more forward-facing financial visibility. While many financial professionals such as bookkeepers, accountants, and controllers are tasked with keeping past and current finances organized and well-documented, a CFO focuses on the future.

A fractional CFO helps determine how to get you from where you are to where you want to go. Growing a business requires strategic use of capital. Often the most important contribution will be providing a financial forecast that will act as a blueprint to achieve the growth in the most efficient, accelerated, and sustainable way possible.

It can make it easier to manage through the lean times, help determine when and how to secure loans or investments, anticipate future owner compensation, and help plan and prioritize future business decisions such as staffing, production, geographical expansion, etc.