Fractional CFO Services

A fractional CFO is a financial expert who provides financial services, strategic guidance, and operational support on a contract or part-time basis. Businesses that need high-level financial leadership—but don’t require a full-time CFO—benefit from this flexible, cost-effective solution. Most fractional CFOs work on a remote-basis, but at Pivotal, we are hands-on and on-site.

At Pivotal CFO Solutions, we have experience in more than financial management. We provide financial analysis, optimize spending, and improve operational efficiency to help businesses make smarter, more profitable decisions. Unlike many fractional CFOs, we take a hands-on approach, working directly with your team on-site to implement real solutions that drive results and achieve your goals.

We offer a full suite of financial services designed to help businesses manage their finances effectively while improving operational efficiency. Our approach combines decades of experience in strategic planning with hands-on financial guidance to ensure your business is set up for long-term success.

Our fractional CFO services provide businesses with high-level financial leadership and strategic guidance without the cost of a full-time CFO. We utilize our expertise to analyze financial data, develop financial forecasting models, manage financial risk, and implement strategies to improve profitability and cash flow management. By working closely with your team, we help drive informed decision-making that aligns with your financial goals.

A strong financial foundation starts with accurate reporting and effective financial controls. Our fractional controller services ensure your books are accurate, your reports are reliable, and your financial operations are running smoothly. We provide oversight for budgeting, compliance, and process improvements to help businesses maintain financial stability.

Effective tax planning is essential for minimizing liabilities and ensuring compliance. While we do not file taxes, we develop proactive tax strategies that align with your business objectives. By analyzing your financials and structuring your operations efficiently, we utilize our expertise to help businesses take advantage of tax-saving opportunities and avoid unnecessary expenses.

Accurate bookkeeping is the backbone of financial management. Our bookkeeping services ensure that all financial transactions are recorded properly, providing companies with the reliable data they need for decision-making. Our expertise covers everything from reconciliations to financial statements, keeping your records organized and up to date.

Understanding your financial data is key to making informed business decisions. We provide in-depth analytics and reporting services that go beyond basic financial statements, offering real-time insights into performance, profitability, and operational efficiency. Our customized reports help business owners track key metrics and identify trends that impact their bottom line.

Knowing the true value of your business is essential for growth, investment, and succession planning. Our business valuation services provide an in-depth analysis of financial data, market conditions, and industry trends to determine an accurate valuation. Whether you’re preparing for a sale, merger, or long-term strategic planning, we help you understand what your business is worth and how to increase its value.

A fractional CFO provides the financial expertise and strategic leadership your business needs—without the salary of a full-time hire. By leveraging our services, you gain access to high-level financial insight, operational efficiency, and cost-saving strategic financial planning that drive profitability. We help companies streamline financial processes, identify areas of overspending, and implement data-driven strategies for sustainable growth and financial health.

One of the key advantages of working with Pivotal CFO Solutions is our hands-on, on-site approach. Many firms offer part-time CFO services, but we integrate directly into your team, just like a full-time CFO, ensuring that financial strategies align with daily operations. Whether it’s optimizing cash flow, improving vendor contracts, or structuring compensation plans, we actively contribute to your success and growth.

Additionally, a part-time CFO provides the scalability and flexibility that growing companies need. As your company evolves, we make informed decisions and adapt financial strategies to match changing demands, ensuring stability and long-term success.

Many business owners hire a controller or finance professional who spends half the month idle. With Pivotal CFO Solutions, that’s never the case. We actively engage in operations, using financial insights to improve financial decision-making, cut unnecessary expenses, and drive measurable results.

With nearly 100 years of combined experience, we provide customized, hands-on financial guidance that makes an impact. If you’re searching for a fractional CFO near me, look no further—Pivotal CFO Solutions is your trusted partner in financial success.

Let’s discuss how we can help you thrive. Contact us today.