Reports can look accurate while missing what’s really happening day to day.
Fractional CFO Services for U.S. Businesses
Outsourced & Fractional CFO Services
Virtual CFO (Remote, Scalable Support)
CFO Consulting & Advisory Projects
Get the strategic financial leadership your business needs — without the full-time cost. Our U.S.-based CFO services combine deep financial expertise, real-time reporting, and data-driven strategy to help you scale profitably and make smarter financial decisions.
See the companies we’ve served.
Fractional CFO Services
Why Growing Companies Choose CFO Services
As your company grows, financial decisions get complex fast. Cash flow becomes harder to predict, margins tighten, and investors expect clarity you can’t get from bookkeeping alone.
Hiring a full-time CFO too early can cost $250K+ per year — but outsourced or virtual CFO services give you the same financial leadership at a fraction of the price.
Senior-level strategy without long-term payroll burden
Hands-on support to improve cash flow and profitability
Transparent dashboards and decision-ready financials
Flexible hours that scale with your business
Start making decisions with real financial clarity. Book a call to see how strategic finance can support your next stage of growth.
What Our CFOs
Actually Do
We go beyond traditional accounting. Your dedicated CFO becomes an extension of your leadership team — forecasting, strategizing, and guiding every major financial move.
Core Functions:
- Cash Flow Forecasting & Management – anticipate gaps before they appear.
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Budgeting & Scenario Planning – align spending with growth goals.
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Financial Modeling & Analysis – translate numbers into strategy.
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KPI Tracking & Reporting Dashboards – measure what matters most.
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Capital Raise & M&A Support – prep investor decks, valuations, and due diligence.
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Profitability & Margin Optimization – uncover hidden leaks and pricing inefficiencies.
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Internal Controls & Risk Management – strengthen financial processes for scalability.
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Board-Level Reporting & Strategy – clear insights for leadership and stakeholders.
“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
Our CFO Service Models
Outsourced CFO
Ideal for growing companies that need financial leadership but aren’t ready for a full-time executive.
We handle your forecasting, reporting, and strategic planning — working closely with your accounting team.
“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.