What is a fractional CFO?

A Fractional CFO is a Chief Financial Officer or Financial Executive who offers expert financial strategy and guidance on a contractual basis.

Do all businesses need fractional CFO?

Fractional CFO’s will benefit small businesses that are generating a significant amount of revenue, but not enough to cover the costs of a full time CFO.

What can a fractional CFO help my business with?

Fractional CFO’s can help small businesses with Financial Planning and Analysis, Merger and Acquisitions, Funding Strategies, Exit Plans, Cash-flow and overall financial guidance to align the financial goals to the business goals.

Can my bookkeeper or CPA do this work for me?

While we always encourage a bookkeeper for daily transaction support and CPA’s for tax preparation and financial statement readiness, Fractional CFO’s expertise lies in a different realm. Bookkeepers and CPAs are using historical data to look in the rearview mirror to tell you what happened in your business. Fractional CFO’s use historical data, current market conditions and intuition to project financial expectations for the future.

We highly recommend using a Fractional CFO to assist with future looking financial strategy.

What packages do you offer?

We have a couple of different packages, as simple as a The CFO Review where we will review your financial statements and provide executive level advice based 2-3 months worth of data.

Our most inclusive package is The Luxe CFO where we roll out the red carpet. This package is a monthly retainer with a minimum commitment. We will dive deep into financial strategies and implement financial systems proven to help your business thrive for years to come.

Do you offer refunds?

We do stand behind our work with 100% satisfaction guarantee. If you’re not satisfied with your experience, please reach out to J.hullaby@luxefinancialstrategy.com within 7 days of your service. We’ll work with you to make it right, whether that’s a correction, credit or refund, based on the situation.

Please note: Refunds are not guaranteed in cases of no-shows, late arrivals, or dissatisfaction due to unmet personal preferences not communicated in advance. We appreciate the opportunity to address any concerns in real-time and ensure you are happy.