Fractional CFO Services | Atlanta, GA

Fractional CFO Services for Growing Small Businesses

Get CFO-level guidance for your business without a full-time hire. Cash flow forecasting, budgeting, KPI reporting and financial systems, built around your goals.

Fractional CFO Packages for Every Stage of Growth

Every package is a monthly engagement built around your business. Book a free call to find the right fit.
Wealth advisors and clients reviewing investment documents and financial strategy plans around polished conference table in bright office

CFO/COO

For established companies ($5M+) ready to scale with confidence. Financial leadership, 13-week cash flow forecasting, performance dashboards and decision-ready reporting.

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CFO

For growing businesses ($1M-$5M) ready to move from reactive to proactive. We build forecasts, track KPIs and find the money leaks so you can scale with confidence.

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CFO-Lite

For emerging businesses (under $1M) building their financial foundation. We install the financial structure and systems that help you understand your numbers and plan for growth.

Bookkeeper / Advisor

For startups and solopreneurs (under $250K) who need clarity and compliance. We organize your financials, keep you compliant and prepare you for scalable success.

How We Help: Core Fractional CFO Services

Cash Flow Forecasting

Know where your cash is going before it gets tight. We build a forward-looking cash flow forecast so you can plan for payroll, taxes, seasonality and growth.

Budgeting & Forecasting

A budget you will actually use. We set targets tied to your goals and update them as your business changes.

KPI Reporting & Dashboards

Stop digging through reports. We pick the handful of numbers that drive your business and put them in a clear monthly view.

Financial Systems & Accounting Cleanup

Reliable books and processes behind the numbers. We tighten your accounting, month-end close and software so your reporting can be trusted.

Strategy Tied to Your Goals

Your business should serve your life. We connect your personal goals to your financial plan so growth supports what you actually want.

Fractional CFO FAQs

How much does a fractional CFO cost?

Fractional CFO fees depend on the size and complexity of your business, how much support you need, and how often we work together. Most engagements are a flat monthly retainer, so you know what to expect, and cost far less than a full-time CFO. Book a free call and we will recommend the right level of support and give you an exact figure.

What is the difference between a fractional CFO and a bookkeeper?

A bookkeeper records past transactions. A fractional CFO uses those numbers to look ahead: forecasting cash flow, building budgets, tracking the KPIs that matter and guiding decisions on pricing, hiring and growth. Many clients keep their bookkeeper and add a fractional CFO on top.

Who do you work with?

We work with established small businesses doing $500K to $5M in revenue, especially owners at a growth plateau who want CFO-level guidance without a full-time hire. With 30 years of corporate finance experience, we help you turn your numbers into a clear plan that supports your personal goals.

Expert Financial Guidance

Partner with Your Financial Edge, where wisdom meets strategy. We bring over 30 years of experience guiding small business owners toward profitable, sustainable growth.