Fractional Financial Leadership for Growth-Minded Businesses

On-site, hands-on financial leadership

Ideal for $5M–$50M growth-stage companies

Over 50 years of combined experience

Flexible, part-time without full-time overhead

What We Do

Growing companies don’t fail because they lack passion or sales, they struggle because financial decisions are made too late, with incomplete data, or without a strategic lens.

Pivotal CFO Solutions provides hands-on, on-site fractional CFO and controller services to help businesses improve profitability, cash flow, and operational efficiency.

Who We Help

We work with growth-focused businesses that need CFO leadership without the overhead of a full-time financial executive.


Ideal clients include:

  • Companies with $5M–$50M in revenue
  • Manufacturing, industrial, HVAC, and service-based businesses
  • Founder-led or PE-backed companies preparing for growth or change

Key Services

Fractional CFO Services

Fractional Controller Services

Tax Planning & Preparation

Business Systems & Process Review

Bookkeeping & Payroll

Business Analytics & Reporting

Business Valuation Services

Why Pivotal

  • Over 50 years of combined financial and operational experience
  • On-site and hands-on. Not just another remote advisor
  • Full-scope financial leadership in one flexible service

Ready for next-level financial clarity? Contact us today.