On-Site, Hands-On Fractional CFO Services

A fractional CFO provides high-level financial strategy, expertise, and operational insights—without the salary of a full-time CFO. Unlike a traditional, full-time Chief Financial Officer, a fractional CFO works with businesses on a flexible, part-time basis, offering financial strategies and business guidance to drive profitability and efficiency. Typically, this is done on a remote-basis, with Pivotal CFO Solutions we are on-site and hands-on.

Every successful business relies on financial expertise to grow and sustain their operations. However, not every business requires a full-time CFO. With Pivotal CFO Solutions, you get expert analysis, strategic planning, and data-driven insights to optimize operations. Our part-time CFO solutions help you:

• Optimize your cash management to meet initiatives
• Identify overspending in purchasing and optimize vendor relationships
• Streamline financial and operational processes to improve efficiency and profitability
• Gain real-time, actionable insights to drive informed decisions and sustainable growth

Pivotal CFO Solutions offers comprehensive financial leadership and essential financial management solutions.

• Fractional CFO Services – Strategic financial guidance and expertise to improve profitability, cash flow, and long-term growth.
• Fractional Controller Services – Accurate financial reporting, budgeting, and internal controls to keep you on track.
• Tax Planning – Proactive strategies to minimize liabilities and optimize tax efficiency (we do not file taxes).
• Bookkeeping – Reliable financial record-keeping to ensure accurate reporting and informed decision-making.
• Business Analytics & Reporting – Data-driven insights to help track performance, identify trends, and improve operations.
• Business Valuation Services – In-depth financial analysis to determine your company’s true value for growth, investment, or succession planning.

With on-site and hands-on support, we provide more than just financial reports—
we use our expertise to elevate your business operations and profitability.

Your average part-time CFO focuses on numbers—we go deeper. We don’t just review your financial performance at a high level; we analyze your raw data to help you run your business more efficiently and effectively. We’re hands-on, working on-site with your team to improve operations processes, identify growth opportunities, and drive results.

With nearly 100 years of combined experience in finance, business strategy, and tax planning in a wide range of industries, Pivotal CFO Solutions is more than a financial professional and better than a full-time hire—we’re your partner in success.

Ready to take your company to the next level? Let’s talk.

Pivotal CFO Solutions is proudly based in Phoenix, Arizona. We are dedicated to serving the local business community with hands-on, in-person financial leadership. By staying local, we build real relationships with our clients and bring a deeper understanding of the challenges and opportunities unique to Phoenix-area businesses.

We’re not a distant, national firm offering generic advice. We’re your neighbors, your partners, and your trusted advisors, right here when you need us. Our team shows up in-person, works alongside you, and delivers solutions built specifically for your business and our local economy.