Fractional
CFO & COO Services
for Small Businesses
Executive-level financial and operational leadership — modern, AI-enhanced support that gives you big-firm expertise without the cost of a full-time hire.
Is Fractional Leadership Right for You?
I work with service-based businesses earning $250K–$1M a year. My clients are vision-driven founders who love their craft but are buried under the demands of running a business. They’re tired of spending late nights in spreadsheets or chasing team fires instead of focusing on the work that lights them up.
You may be ready for fractional support if:
You’ve outgrown surface-level advice and need deeper financial and operational leadership.
You have bold ideas for growth but not the bandwidth to execute them.
You’re pulled into every detail, leaving no space to think big.
You want your money and your operations working with you instead of against you.
Sound like what you’ve been looking for?
Services SnapShot
Fractional CFO Services
Executive-Level Financial Leadership Without the Full-Time Hire
Protect and grow your profits with smart cash flow, forecasting, and profit strategy you can actually act on
Fractional COO Services
Seasoned Operational Leadership Without Adding a Full-Time Executive
Free yourself from day-to-day bottlenecks with streamlined systems, aligned teams, and operations that actually support growth.
Fractional CFO Services for Small business
A financial partnership that helps you keep more of what you earn and make confident moves toward sustainable growth.
You’re ready for a CFO when:
You’ve outgrown DIY financial tools and generic accounting advice.
You want to make decisions about investments, hiring, or scaling without second-guessing yourself.
You feel the weight of managing money but know your time is better spent leading the business.
How a CFO Transforms
Your business
As your CFO, I give you financial insight and strategy without the cost of a full-time hire. That means:
Stop guessing about profitability. You’ll know exactly where your money is going and how to keep more of it.
You see risks before they become costly mistakes.
You finally have financial reports you actually understand and use to make confident decisions.
You have a partner guiding strategy and helping you optimize financial health.
Wondering how a CFO can help your business revenue grow?
What Your CFO DOes
Financial oversight & analysis
Spot risks, opportunities, and trends.
BUdgeting & Forecasting
Create clear projections that support your goals.
Cash Flow Management
Monitor inflows/outflows so you can plan with confidence.
Key performance tracking
Define and monitor the metrics that matter.
decision Support
Data-driven insight before you make major business moves.
trusted financial partnership
Ongoing conversations and recommendations.
Profit growth planning
Improve margins and increase revenue without unnecessary complexity.
Let’s make your money work as hard as you do.
Investment:
First month: $2,000 (introductory rate)
Ongoing: $2,500/month (6-month minimum)
Fractional COO Services for Small business
Operational expertise to take the weight off your plate and keep your business moving forward without burning you out.
You’re ready for a COO when:
You’re stuck managing operations instead of focusing on growth and big-picture strategy.
You have a team or contractors, but things still slip through the cracks.
You’re spending more time managing tasks than doing the work that excites you.
How A COO Transforms
Your business
Your vision turns into a clear plan, and that plan actually gets executed.
Your team knows exactly what to do, when to do it, and how success will be measured.
Projects and priorities get completed without you needing to micromanage.
Your business runs smoothly whether you’re at your desk or on vacation.
As your COO, I take the operational weight off your plate so your vision actually becomes reality. That means:
Curious how a COO can give you back your time while helping your business grow?
What Your COO DOes
operational oversight
Evaluate and strengthen workflows, processes, and structures so your business runs smoothly day to day.
resource stewardship
Make sure people, budgets, and tools are allocated effectively to support growth.
team alignment & leadership
Keep priorities, communication, and accountability clear so everyone knows what success looks like.
KPI MOnitoring
Keep the most important operational metrics visible so progress is measured and momentum stays strong.
Strategic Initiative Oversight
Make sure high-impact projects move forward and don’t stall out.
Executive Partnership
Work alongside you to ensure your big-picture vision translates into priorities your team can carry out with confidence.
systems design & guidance
Identify the right tools and frameworks and guide your team in putting them into practice — without adding unnecessary complexity.
Let’s make your operations Run Smoothly so you can lead without burning out.
Investment:
First month: $3,500 (introductory rate)
Ongoing: $4,500/month (6-month minimum)
Why work with Me
With 20+ years in tech, finance, and operations, I bridge the gap between financial strategy and operational execution. I’m not just here to give advice — I become a trusted partner who helps you run your business in a way that feels profitable, sustainable, and actually supportive of your life.
My approach is modern and AI-enhanced: I use practical AI tools to surface insights faster, simplify workflows, and help you stay ahead of the curve. That means smarter forecasts, leaner operations, and less wasted time — so you get the benefit of cutting-edge efficiency without having to learn another tool or system yourself.
FAQ
-
Fractional simply means part-time. Instead of hiring a full-time CFO or COO, you get executive-level leadership on a flexible basis. We’ll decide together how much support you need, and I’ll step in as your strategic partner. I provide the insight and oversight your business needs without the overhead of a full-time hire.
Getting started:
Book a Consultation – We’ll talk through your goals and challenges.
Customize Support – Choose CFO, COO, or both based on what you need most.
Get to Work – I step in as your partner to strengthen your money, your operations, and your confidence in running the business.
-
A bookkeeper or accountant records and organizes your financial data, and an accountant may prepare your taxes. A CFO looks at the bigger picture: analyzing the numbers, spotting risks and opportunities, and helping you make confident financial decisions. Think of your CFO as the one who helps you use the numbers to grow your business.
-
You don’t need both. Many founders start with whichever role feels most urgent: financial leadership (CFO) or operational support (COO). Some eventually choose both, but it’s not required. We’ll talk through your goals in our consultation and determine where support will have the biggest impact right now.
-
My services are designed for service-based businesses generating $250K–$1M in annual revenue. At this stage, you’ve likely outgrown DIY tools or ad-hoc systems and are ready for more structured leadership without the cost of adding full-time executives to your payroll.
-
CFO and COO services are a six-month minimum. This gives us time to move past quick fixes and build sustainable systems and strategies that actually last. If you’re not ready for that level of commitment, my one-time review sessions may be a better fit.
-
With a fractional role, you get access to executive-level strategy and leadership at a fraction of the cost. There’s no salary, benefits, or long-term payroll commitment — just focused expertise when and where you need it most.
-
I integrate practical AI tools into financial and operational analysis to save time, surface insights faster, and simplify workflows. That doesn’t mean replacing strategy with software. It means using the best tools available to give your business an edge, while still having me as a hands-on partner.
Let’s make your business more profitable, sustainable, and easier to run.