CFO SERVICES

CFO leadership that amplifies your business impact

Streamline operations, unlock growth opportunities, and make strategic decisions with expert financial guidance.

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Cash Flow
Forecasting
Revenue Planning
Sales Goals & Alignment
Expense Tracking
Budgets
FTE planning
KPIs
Profit Margins
Cost Optimization
Investor Readiness
Fundraising Strategy
Tax Compliance
Financial Modeling
Scenario Planning
Board Reporting
Capital Planning
Growth Strategies
Strategic Forecasts
Headcount & Compensation Planning
Cash Flow
Forecasting
FTE planning
KPIs
Profit Margins
Cost Optimization
Investor Readiness
Fundraising Strategy
Tax Compliance
Financial Modeling
Scenario Planning
Board Reporting
Capital Planning
Growth Strategies
Strategic Forecasts
Headcount & Compensation Planning
Cash Flow
Forecasting
Revenue Planning
Sales Goals & Alignment
Expense Tracking
Budgets
KPIs
Profit Margins
EXPERT GUIDANCE

A partner for your financial growth

Our CFOs work as part of your team, providing clear, tailored insights to help you make confident decisions. Whether it's optimizing cash flow or planning your next big move, we're here to solve challenges and keep your business growing—all without the cost of a full-time CFO.

EXPERT CFO SUPPORT

Make better decisions with expert CFOs at your side

Scale confidently, manage expenses efficiently, and prepare for investor opportunities with tailored financial support from our experienced CFOs.

Work with experienced CFOs

We pair you with CFOs who know your industry inside and out. They’ll provide the insights and strategies you need to make smart decisions, navigate challenges, and drive growth.

Get financial models that work

Detailed financial models and forecasts empower you to plan effectively, explore new opportunities, and guide your business in the right direction.

Control cash flow and expenses

Stay on top of your finances with expert cash flow management and expense strategies. You’ll always know where your money is going and how to make it work harder for your business.

Secure investors and capital

With investor-ready pitches and strategic guidance, our CFOs help you maximize your valuation, secure funding, and navigate fundraising or M&A opportunities with ease.

HOW IT WORKS

From strategy to growth, you’re covered

Step 1

Understand your business

We analyze your goals, financial data, and workflows to map strategies for growth.

A deep dive into your financial data, tools, and workflows
Mapping your goals, from cash flow to scaling strategies
Identifying key priorities to focus on what drives growth

01

Step 2

Build your financial foundation

We create a custom financial model, complete with P&L, Balance Sheet, Cash Flow statements, and industry-specific insights.

Budget vs. Actuals tracking for accurate insights
Profit & Loss, Cash Flow, and Balance Sheet statements
Scenario planning for best and worst-case outcomes
Metrics and KPIs to monitor performance effectively

02

Step 3

Stay on track

Monthly reviews and real-time updates ensure you’re always aligned with your goals.

Real-time updates to your financial strategy
Expense management, cash flow and profitability insights
Strategic recommendations for scaling smoothly

03

Step 4

Scale with confidence

From fundraising to headcount planning, your CFO provides strategic support for every stage of growth.

Crafting investor-ready financial presentations
Supporting mergers, acquisitions, or capital raises
Planning for headcount and sustainable compensation

04

RESULTS THAT MATTER

Maximize impact with expert financial leadership

Your fractional CFO doesn’t just crunch numbers—they become a strategic partner who shapes the future of your business, helping you make smarter decisions that drive real growth.

Turn insights into impact

Get clear, actionable financial strategies that align with your goals, helping you make decisions that move the needle.

Anticipate what’s next

With expert forecasting and scenario planning, your CFO prepares you for opportunities and challenges before they happen.

Unlock lasting value

Gain seasoned CFO expertise at a fraction of the cost—empowering smarter, faster decisions.

Focus on what matters

We handle the complexities of financial management, freeing you to focus on growth.

BUILT TO WORK TOGETHER

Unify, automate, and accelerate your business

Most services leave financial data in silos, creating inefficiencies. Function takes a different approach. Our platform integrates with the tools you already use, connecting your data to help your business function more smoothly.

Expenses
Compliance
IRS Reporting
Reconciliations
Invoicing
Accounts Receivable
Accounts Payable
Tax Filing
Cash Flow
Bank Reconciliation
Financial Statements
Profit & Loss (P&L)
Balance Sheets
Cash Flow Management
Budgets
Tax Compliance
1099 Reporting
General Ledger
Financial Dashboards
Budgeting & Forecasting
Payroll Integration
Expense Tracking
Audit-Ready Books
Tax-Ready Reports
Monthly Reconciliation
Accounts Tracking
Cash Management
Document Management
Financial Insights
Cash Flow Management
Budgets
Tax Compliance

Frequently
asked
questions

What does a fractional CFO do?

They bring the expertise of a full-time CFO, but only when you need it. From cash flow management to strategic planning, they guide your finances to help your business grow.

How is a fractional CFO different from a full-time CFO?

Fractional CFOs work part-time or on a project basis, so you get expert advice without the cost of a full-time hire.

What makes your fractional CFOs different?

Our CFOs bring real-world experience as entrepreneurs, operators, and sales leaders. With a holistic approach, they consider every aspect of your business to help you achieve your goals.

Can a fractional CFO help with fundraising?

Yes! Our CFOs create investor-ready financials, prepare pitches, and help you secure the funding you need to grow.

What industries do you specialize in?

We work across industries like tech, healthcare, retail, and professional services. You’ll be matched with a CFO who knows your field.

What’s included in your financial models?

You’ll get Profit & Loss, Balance Sheet, and Cash Flow Statements, plus KPIs, budget vs. actuals, and scenario planning—customized to your goals.

How does onboarding work?

We start with a deep dive into your business to understand your goals. Then we build a financial model and set you up for ongoing support.

What if I already have bookkeeping or tax services?

No problem. We complement your current services with strategic insights to connect your day-to-day finances to your big-picture goals.

How much does a fractional CFO cost?

It’s more affordable than hiring full-time. Reach out, and we’ll create a personalized plan for your business.

Start smarter—and make your finances function as one

Discover how Function streamlines your finances and scales with you at every stage.

See how it works