A CFO in the room every month, without the full-time salary.

A fractional CFO is a senior finance executive who works with a company part-time on a monthly retainer. They build forecasts and budgets, manage cash, prepare the business for lenders, investors and buyers, and advise the owner on major decisions. It fits companies that have outgrown bookkeeping but don’t need, or can’t yet justify, a full-time CFO.

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Is this you?

Signs it’s time.

If two or more of these sound familiar, this is likely where you’ll be matched.

Revenue grew, but cash in the bank didn’t.
Hiring and expansion calls get made from the bank balance.
A lender, investor or buyer asked for numbers you don’t have.
You have a bookkeeper or controller, but nobody forecasts.
You’re past $10M with no one leading finance.

What changes

Big decisions get made from a forecast instead of a bank balance.

You can see cash 13 weeks out, so payroll and big purchases stop being guesses.
A short monthly KPI review replaces digging through reports.
Financial packages are ready when a bank, investor or buyer asks.
Tax and legal are coordinated with the same team, not three separate advisors.

What’s typically included

13-week cash flow forecast
Annual budget and quarterly reforecast
Monthly KPI and management reporting
Lender, investor and board packages
Pricing, margin and hiring analysis
Coordination with tax and legal counsel

Questions owners ask

Fractional CFO, answered.

What is a fractional CFO?

A fractional CFO is an experienced chief financial officer who works with several companies part-time instead of one company full-time. You get senior-level forecasting, cash management and strategic advice on a monthly retainer, scaled to what the business needs.

When does a company need a fractional CFO instead of a controller?

A controller makes sure the numbers are accurate and closed on time. A CFO uses those numbers to plan: forecasting cash, setting budgets, pricing, raising capital and preparing for a sale. If your books are clean but nobody is looking ahead, you need CFO-level help, not another bookkeeper.

How is a fractional CFO different from my accountant?

Your accountant usually looks backward, closing the books and filing returns. A fractional CFO looks forward, deciding what the business should do next and modeling what happens to cash if it does. Through Crowne Point, both roles sit with one coordinated team.

Not quite the right fit?

ITax Planning & AccountingMonthly books, year-round tax planning, and filing by one team.IIIFractional General CounselAn outside legal department that knows your contracts.IVCapital Raising & Going PublicSPVs and Reg D private placements, Reg A offerings, and the path to a listing.VSale & Exit PlanningStructure the sale before the term sheet, while the options are open.VITrusts & Charitable PlanningLayered trusts and charitable structures for owners thinking past the deal.

Next step

Bring us the decision in front of you.

A one-minute application, then a few questions about your structure, books and advisors. The first call opens with a plan instead of an interview.

Start your assessment