Your Business Needs a CFO, Not a Salary
Unlock Strategic Growth with Fractional CFO Services
A bookkeeper records history. An accountant files taxes. A CFO builds strategy. With a fractional CFO, you get the financial leadership to drive growth and protect profits without the cost of a full-time hire.
See the companies we’ve served.
Why Businesses Work With Us
Turning Finance Into a Growth Engine
We do more than track numbers. We turn financial data into a clear plan of action. Our role is to embed into your leadership team and bring strategic clarity, helping you improve margins, strengthen cash flow, and make confident decisions about the future.
Our CFO Services
Our fractional CFO services go beyond traditional accounting. We provide strategic financial leadership designed to guide your business through growth, challenges, and major transitions. Every service we offer is tailored to give you clarity, control, and confidence in your next move.
Strategic Planning & Forecasting
We create financial models and budgets that align with your goals, prepare you for risk, and give you a roadmap for growth.
Cash Flow Optimization
Liquidity drives opportunity. We design systems that stabilize cash flow, strengthen working capital, and support expansion.
Tax-Efficient Structuring
Growth without tax planning erodes profit. We integrate tax strategy into your financial plan so you keep more of what you earn.
Fundraising & Capital Support
From pitch decks to financial projections, we help you secure funding and communicate a compelling financial story.
Performance Measurement & KPIs
We identify the metrics that matter most and build reporting systems that drive smarter, faster decisions.
Exit & Succession Planning
When it is time to sell, merge, or transition, we prepare your financials to maximize valuation and reduce risk.
“We scaled from $0 to $300K MRR—and knew exactly what was driving margin. That’s what Aaron brought as our CFO.”
Taylor Hersom
Eden Data, Chairman
Benefits of a
Fractional CFO
Expertise That Scales With Your Needs
Hiring a full-time CFO is costly. A fractional CFO gives you the same level of financial leadership on a flexible basis that fits your stage of growth.
Our approach combines strategic finance, cash flow discipline, and tax-smart planning. Clients trust us not just for reporting, but for a framework that powers growth, profitability, and long-term clarity.
“Working with Bennett Financials fills the gap we had – a team we can rely on, with rapid-fire responses and consistent support."
Daniel Goodrich
CEO & Founder, VirtualCounsel
Signs It’s Time to Upgrade Financial Leadership
Is a Fractional CFO
Right for You?
You may not need a CFO on payroll, but you do if:
Your business is scaling quickly and financial systems are not keeping up.
You want better visibility into profitability and cash flow.
You are preparing for capital, expansion, or acquisition.
You are ready to move beyond bookkeeping and build a true financial strategy.
If this feels familiar, a fractional CFO can provide the leadership you need to take the next step.
Our Pricing
Pricing
Bookkeeping
$999/m
Backend Office Solutions
Provides businesses with accurate financial recordkeeping and compliance tracking, ensuring that financial data is organized, reconciled, and audit-ready.
Transaction recording and categorization
Financial reporting
Bank and credit card reconciliations
Audit readiness and compliance tracking
Controller Services
$2,999/m
Scalable Accounting Solutions
Offers higher-level financial oversight to interpret financial data, optimize cash flow, and ensure financial stability through structured accounting processes.
Month-end financial statement preparation
Budgeting and variance analysis
Cash flow monitoring and management
Review of revenue and expense trends
Accounting system setup and optimization
Strategic Finance Solutions
$4,999/m
includes bookkeeping tax planning and prep
Restructure The Business To Reduce Taxes, Implement Core Strategies And Meeting Quarterly To Ensure Savings.
Financial modeling and scenario planning
Key performance indicator (KPI) tracking
Forecasting and business planning
Advisory on financial strategy for growth
Pricing and packaging analysis
Company enterprise value analysis
*This does not include back-end fees or commissions from 3rd parties
*There may be additional planning fees for large or complex implementations
*This includes support for 1 business return, and 1 personal return
*This does not include any clean up
*We may bill hourly if we go over in scope or time in the implementation of these changes
Frequently Asked Questions
What is a fractional CFO?
A fractional CFO is a senior financial leader who works with your business on a part-time or flexible basis. You gain access to the expertise of a CFO without committing to the salary and overhead of a full-time executive.
How is a fractional CFO different from an accountant or bookkeeper?
Bookkeepers and accountants track transactions and handle compliance. A fractional CFO looks forward—building financial strategy, forecasting cash flow, guiding capital raises, and improving profitability.
When should I hire a fractional CFO?
The right time is when your financial needs are bigger than what an accountant can provide, but you are not ready for a full-time CFO. Common triggers include rapid growth, fundraising, cash flow challenges, or preparing for a merger or sale.
Can you work alongside my current accountant or finance team?
Yes. Many clients already have an accountant, controller, or bookkeeping team. We partner with them, adding strategic oversight and executive-level guidance on top of the financial systems already in place.
What industries do you specialize in?
We work with service-based businesses across sectors including technology, professional services, real estate, and healthcare. Our experience allows us to adapt best practices to your unique challenges.
How much does a fractional CFO cost?
Pricing depends on the level of engagement, hours, and complexity of your needs. We design flexible packages so you only pay for the support you require.
Can you help with tax strategy as well?
Yes. Tax planning is built into our approach. We integrate tax efficiency into your financial strategy to help you keep more of what you earn while staying compliant.
Is this a long-term commitment?
No. Our services are flexible. Some businesses engage us for a specific project like fundraising or exit preparation, while others retain us for ongoing financial leadership month after month.
Build Clarity and Confidence in Your Growth
Finance should not just track your business. It should power it. Bennett Financials delivers the clarity, strategy, and tax-smart planning you need to scale with confidence.