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Virtual CFO Services

Guide Your Growth with Custom CFO Services

Before you hire a CFO, get clarity on where you stand.

Take our 3-minute Financial Readiness Assessment and get a personalized score with clear next steps.

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Advice You Can Trust
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Fractional CFO
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Client Satisfaction

Who is helping you make strategic financial decisions?

We offer fractional virtual CFO services to help you reach your financial North Star.

Whether that’s an exit, a capital raise, or a sustainable profit engine that affords you the freedom to do what you love.

Imagine running your business with a:
  • Long-term Financial Strategy
  • Process for Making Informed, Objective Decisions
  • Map of Your Cash Flow
  • Timely Financial Forecast
  • Plan to Raise Capital or Exit Your Business
Contact Us

Add Seasoned Finance Executives to Your Team on a Fractional Basis

Our CFO Services

Enjoy peace of mind and concentrate on what you’re best at. Let our financial management and accounting experts oversee your financial operations. 

  • CFO Services
  • Financial Modeling
  • Controllership
  • Mergers & Acquisitions

Improve your business efficiency

Take the guesswork out of financial strategy with our Fractional CFO services. We partner with you to create robust financial roadmaps, optimize resources, and guide your business towards sustainable growth. Gain peace of mind knowing you have a seasoned finance executive by your side, helping you make informed decisions that bolster your bottom line.

  • Strategic Financial Insights: Harness the expertise of a CFO without the full-time commitment.
  • Sustainable Growth Plans: Develop and execute growth strategies backed by solid financial analysis
  • Resource Optimization: Ensure you are investing your resources in the most impactful areas of your business.
Learn More

Financial Modeling

Turn data into actionable insights with our Financial Modeling services. Whether you are gearing up for a major business decision or seeking to optimize your current operations, our team crafts custom financial models to illuminate opportunities and risks, helping you navigate the complex business landscape with confidence.
  • Customized Analysis: Tailored models that speak directly to your business’ unique needs and goals.
  • Data-Driven Decisions: Make informed business choices with precise, data-backed insights.
  • Competitive Advantage: Gain a competitive edge with financial strategies grounded in deep analytical understanding.
Learn More

Fractional Controllership

Regain control over your finances with our Fractional Controller services. We bring order to your financial operations, enhancing accuracy and minimizing risks. Enjoy peace of mind knowing that your financial records are meticulous and secure, enabling you to focus on what you do best – leading and growing your business.
  • Financial Stability: Regain control over your financial landscape, minimizing errors and discrepancies.
  • Accurate Reporting: Benefit from accurate, timely financial reports that enhance decision-making.
  • Peace of Mind: Focus on growing your business, knowing your finances are in expert hands.
Learn More

M&A Consulting

Maximize the potential of your mergers and acquisitions with our expert M&A Consulting services. From due diligence to strategy formulation, we help both buyers and sellers navigate the complexities of M&A processes. Protect your interests and unlock greater value at every stage of the transaction with our holistic approach and seasoned guidance.
  • Expert Guidance: Navigate the complex M&A landscape with seasoned experts guiding your every step.
  • Risk Mitigation: Protect your interests and maximize value through meticulous due diligence.
  • Seamless Transactions: Experience smoother transitions with strategic planning and execution.
Learn More
  • CFO Services
  • Financial Modeling
  • Controller
  • Mergers & Acquisitions

Improve your business efficiency

Take the guesswork out of financial strategy with our Fractional CFO services. We partner with you to create robust financial roadmaps, optimize resources, and guide your business towards sustainable growth. Gain peace of mind knowing you have a seasoned finance executive by your side, helping you make informed decisions that bolster your bottom line.

  • Strategic Financial Insights: Harness the expertise of a CFO without the full-time commitment.
  • Sustainable Growth Plans: Develop and execute growth strategies backed by solid financial analysis
  • Resource Optimization: Ensure you are investing your resources in the most impactful areas of your business.
Learn More

Financial Modeling

Turn data into actionable insights with our Financial Modeling services. Whether you are gearing up for a major business decision or seeking to optimize your current operations, our team crafts custom financial models to illuminate opportunities and risks, helping you navigate the complex business landscape with confidence.
  • Customized Analysis: Tailored models that speak directly to your business’ unique needs and goals.
  • Data-Driven Decisions: Make informed business choices with precise, data-backed insights.
  • Competitive Advantage: Gain a competitive edge with financial strategies grounded in deep analytical understanding.
Learn More

Fractional Controllership

Regain control over your finances with our Fractional Controller services. We bring order to your financial operations, enhancing accuracy and minimizing risks. Enjoy peace of mind knowing that your financial records are meticulous and secure, enabling you to focus on what you do best – leading and growing your business.
  • Financial Stability: Regain control over your financial landscape, minimizing errors and discrepancies.
  • Accurate Reporting: Benefit from accurate, timely financial reports that enhance decision-making.
  • Peace of Mind: Focus on growing your business, knowing your finances are in expert hands.
Learn More

M&A Consulting

Maximize the potential of your mergers and acquisitions with our expert M&A Consulting services. From due diligence to strategy formulation, we help both buyers and sellers navigate the complexities of M&A processes. Protect your interests and unlock greater value at every stage of the transaction with our holistic approach and seasoned guidance.
  • Expert Guidance: Navigate the complex M&A landscape with seasoned experts guiding your every step.
  • Risk Mitigation: Protect your interests and maximize value through meticulous due diligence.
  • Seamless Transactions: Experience smoother transitions with strategic planning and execution.
Learn More


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Crystal Clear Visibility Into Your Business Finances In 90 Days

Guaranteed!

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virtual cfo services
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Satisfaction Guarantee

Here's What You Can Expect Within The First 90 Days

Or We'll Work for Free Until You Do

  • A Streamlined Financial Operating System
  • A Clear Rolling Forecast
  • Deep Financial Analysis
  • Financial North Star Visioning
  • Executive Strategy Sessions
  • Hands-On Financial Operations Meetings
Let's Talk

Don't Take Our Word For it, Listen to our CFO Services Clients

Find out why so many small business teams and companies love working with our outsourced CFO services team

Acquired $10M+ in businesses in 18 months, producing $2.5M+ annual cash flow

"I didn't know how much I needed you guys until I started working with you And then I realized how priceless it is."

Jason
EOS Implementer | SMB Investor | Owner

Achieved 4X growth in 4 years without raising outside capital

"I have such better peace of mind of understanding how our financials work... I just wanted a trusted resource that could help me understand what I needed in order to have the right focus"

Matej
Managing Partner of Codaemon
E-commerce Tech Development Agency

"Without having this in place... I mean I would've been screwed, man"

"So it wasn't just about the numbers. It was about, how are you going to feel at the end of the day showing up, running this type of operation and doesn't really fit with the vision overall and not just getting lost in chasing profits."

Dr. Marcus R. Patterson, PsyD
Clinical and Forensic Psychologist
Owner of Full Circle Mental Health

Take Command of your Business Finances

Our outsourced virtual CFO services help you harness precise financial insights so you can steer your business towards sustainable success. Begin today with a free no-obligation executive financial consultation. 

1

Get Free Financial Advice

Set up an obligation-free executive consultation where we'll listen to your financial concerns and future aspirations.

We’ll provide you with actionable advice based on your unique business needs and help you understanding the path forward.

three businesswomen reviewing charts and documents in a modern office,

2

Sharpen Financial Foundation

We'll roll up our sleeves together and streamline your financial systems through our variety of CFO services.

We focus on setting a strong foundation that paves the way for timely, collaborative forecasting and meaningful insights.

laptop computer on glass-top table

3

Fuel Sustainable Growth

Join us as we turn the spotlight on the vital financial levers in your business.

Through a collaborative process that values your input, our fractional CFO services aim to foster a sustainable and efficient growth journey, to maximize your model and success.

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Why Partner With a Fractional CFO Service Provider?

Create a Long Term Financial Strategy

Our team helps you develop a comprehensive and tailored long-term financial strategy that aligns with your business goals.

Plan for Exit and/or Raising Capital

We support companies in all stages of the business lifecycle, meeting them where they are, working to clarify and execute their strategic vision.

Build a Strategic Financial Decision Making Process

We help you develop a robust and strategic financial decision-making process to drive your business towards success and maximize profitability.

Improve Cash Flow

Our team excels in identifying and resolving cash flow challenges, ensuring that your business operates smoothly and efficiently.

Short & Long Term Forecasting

We implement accurate, insightful, and user-friendly forecasting tools, enabling you to make well-informed decisions.

Our Financial Blog "Points North"

Where Financial Mastery Meets Business Innovation

Whether you’re a chief financial officer, getting your small business startup off the ground, or deep in the merger and acquisitions process, discover actionable insights where smart financial practices meet business innovation. Our Business Strategy Blog provides clarity and tools designed for tangible growth and robust financial health. Your journey to simplified, effective business strategies starts here.

Schedule a Free Executive Financial Consultation

Interested in having an executive sounding board on the current state of your business finances? Want access to the very best CFO services that can completely transform your business?

Everyone from enterprises to small businesses can accerate growth with an experinced CFO team by their side.

It’s time to reach out and get started.

  • Executive sounding board on the state of your business finances
  • Best practice finance & accounting solutions tailored to your business
  • Discover the affordability of implementing a world-class financial team
Even if we don’t end up being the right fit for you, we’ll gladly help direct you to the best solution. 
Contact Us
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Serving Clients Nationwide with Local Expertise

Based in Maryland and New Jersey, Sustain CFO supports businesses across the U.S.

While we proudly work with clients coast-to-coast, we’re happy to offer in-person meetings for those based between Washington DC, and New York City.

Let’s talk and elevate your financial strategy, wherever you are.

Contact Us