FRACTIONAL CFO SERVICE FOR $2M TO $20M OWNER-RUN BUSINESSES
Your finance team. Without hiring one.
Our team builds the system, gets your people running it, and works the plan with you. You stop being the only one who knows where the money is.
The gap you're stuck in
A full-time CFO costs $250,000 to $500,000 a year. A bookkeeper records what already happened. Most owners doing $2M to $20M are stuck in between: too big to run on gut feel, not big enough to justify a CFO. That’s where we fit.
What we build
Financial GPS
See where your cash and profit are right now and 90 days out. Know which work actually makes you money.
Elevate Your Team
Your team gets involved in running the numbers. Money questions stop landing only on you.
Profit Playbook
A plan to grow profit and cash and lower your risk. We work it with you every month.
Who does the work
A dedicated Performance Strategist runs your day to day. Our data team builds your dashboards. A FinElevate CFO sets strategy with you. You get a team, not one person stretched across 30 clients.
How it works
The build
We set up your Financial GPS and get your team using it. This is the heavy lifting. We call it eating your vegetables. It's also where most clients see the first real gains.
Month to month
You stay because it's working.
Results
In six months, a business that could only see sales became a team engaged in growing productivity and profit.
"Before, we just got accounting. We didn't get the optics. Now I have numbers I can actually make decisions off of."
"It's far more detailed than anything I've ever come across or would ever want to build myself. With FinElevate, you're in great hands."
Pricing
Based on your annual sales. 6-month commitment to build your Financial GPS, then month to month. First and last month paid up front. Over $20M? We'll scope it with you.
A business with clean numbers and a team that runs them is also worth more to a buyer, whether you plan to sell or not.
Questions owners ask
Do I need a Business Blueprint first?
Most clients start with one. It shows us exactly where to begin, and if we don’t find $100,000 in opportunities, it’s free.
Will you replace my bookkeeper?
No. We work with your bookkeeper and your CPA. We don’t do tax or legal.
What if I want more one-on-one time with a CFO?
Add CFO Advisory. The two combine.
Is this right if I'm under $2M?
Usually CFO Advisory is the better fit. Book a review and we’ll tell you.