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CFO SERVICES

CFO leadership that drives results

Streamline operations, unlock growth opportunities, and make strategic decisions with expert financial guidance.

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Cash Flow
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Forecasting
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Revenue Planning
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Sales Goals & Alignment
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Expense Tracking
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Budgets
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FTE planning
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KPIs
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Profit Margins
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Cost Optimization
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Investor Readiness
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Fundraising Strategy
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Tax Compliance
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Financial Modeling
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Scenario Planning
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Board Reporting
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Capital Planning
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Growth Strategies
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Strategic Forecasts
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Headcount & Compensation Planning
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Cash Flow
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Forecasting
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FTE planning
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KPIs
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Profit Margins
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Cost Optimization
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Investor Readiness
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Fundraising Strategy
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Tax Compliance
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Financial Modeling
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Scenario Planning
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Board Reporting
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Capital Planning
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Growth Strategies
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Strategic Forecasts
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Headcount & Compensation Planning
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Cash Flow
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Forecasting
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Revenue Planning
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Sales Goals & Alignment
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Expense Tracking
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Budgets
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KPIs
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Profit Margins
EXPERT GUIDANCE

A partner for your financial growth

Our CFOs work as part of your team to deliver clear, strategic insight. From cash flow and revenue planning to your next big raise, we help you solve challenges and move faster—all without the cost of a full-time CFO.

EXPERT CFO SUPPORT

Make better decisions with expert CFOs at your side

Scale confidently, manage expenses efficiently, and prepare for investor opportunities with tailored financial support from our experienced CFOs.

KPI dashboard displaying 13 key metrics above forecast and 3 below. Net assets are shown as $121,318.90, down 3.7%. A filter bar below allows toggling between forecast views.

Work with experienced CFOs

We pair you with CFOs who know your industry inside and out. They provide insights and strategies to make smart decisions, navigate challenges, and drive growth.

Financial performance summary comparing two periods. Includes growth and profitability metrics like total income, net profit, cash, and operating expense ratio, alongside a variance column showing dollar and percentage changes with trend icons.

Get financial models that work

Stay on top of your finances with expert cash flow and expense strategies—so you always know where your money’s going and how to make it work harder.

Cash flow projection dashboard showing a 30-day cash runway and 20-day cash buffer as of March 2025. Current balance is negative $1,103,259, with a projected balance of negative $2,598,665 by September 30, 2023. Bank balances are itemized below.

Control cash flow and expenses

Stay on top of your finances with expert cash flow management and expense strategies. You’ll always know where your money is going and how to make it work harder for your business.

Financial benchmarking report comparing a business to 500+ peers. A relative performance panel shows colored dots indicating performance—such as "Ahead," "Similar," and "Underperforming"—across metrics like total income, net profit margin, and return on equity.

Secure investors and capital

With investor-ready pitches and strategic guidance, our CFOs help you maximize your valuation, secure funding, and navigate fundraising or M&A opportunities with ease.

HOW IT WORKS

From strategy to growth, you’re covered

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Step 1

Understand your business

We analyze your goals, financial data, and workflows to map strategies for growth.

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A deep dive into your financial data, tools, and workflows
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Mapping your goals, from cash flow to scaling strategies
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Identifying key priorities to focus on what drives growth

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Dashboard card titled "Key Patterns" displaying text insights on trends in total sales, cost of sales, expenses, and other income over time, with data peaks and general patterns identified.
Step 2

Build your financial foundation

We create a custom financial model, complete with P&L, Balance Sheet, Cash Flow statements, and industry-specific insights.

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Budget vs. Actuals tracking for accurate insights
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Profit & Loss, Cash Flow, and Balance Sheet statements
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Scenario planning for best and worst-case outcomes
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Metrics and KPIs to monitor performance effectively

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Interface showing labeled report sections—Budget vs. Actuals, Balance Sheet, Cash Flow Statement, and Profit & Loss—on a green dashboard background with growth and decline icons surrounding them.
Step 3

Stay on track

Monthly reviews and real-time updates ensure you’re always aligned with your goals.

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Ongoing updates to your financial strategy
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Expense management, cash flow and profitability insights
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Strategic recommendations for scaling smoothly

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Financial metrics dashboard with a message from Josh Yelen suggesting a monthly review. Includes data points like cash runway (8 months), upcoming invoices ($197,316.19), today’s income ($7,309.37), and a financial health score of 93%.
Step 4

Scale with confidence

From fundraising to headcount planning, your CFO provides strategic support for every stage of growth.

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Crafting investor-ready financial presentations
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Supporting mergers, acquisitions, or capital raises
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Planning headcount and compensation as you scale

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RESULTS THAT MATTER

Maximize impact with expert financial leadership

Your fractional CFO doesn’t just crunch numbers—they become a strategic partner who shapes the future of your business, helping you make smarter decisions that drive real growth.

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Turn insights into impact

Get clear, actionable financial strategies that align with your goals, helping you make decisions that move the needle.

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Anticipate what’s next

With expert forecasting and scenario planning, your CFO prepares you for opportunities and challenges before they happen.

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Unlock lasting value

Gain seasoned CFO expertise at a fraction of the cost—empowering smarter, faster decisions.

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Focus on what matters

We handle the complexities of financial management, freeing you to focus on growth.

BUILT TO WORK TOGETHER

Unify, automate, and accelerate your business

Most services leave financial data in silos, creating inefficiencies. Function takes a different approach. We integrate with the tools you already use, connecting your data to help your business function more smoothly.

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Expenses
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Compliance
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IRS Reporting
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Reconciliations
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Invoicing
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Accounts Receivable
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Accounts Payable
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Tax Filing
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Cash Flow
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Bank Reconciliation
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Financial Statements
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Profit & Loss (P&L)
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Balance Sheets
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Cash Flow Management
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Budgets
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Tax Compliance
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1099 Reporting
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General Ledger
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Financial Dashboards
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Budgeting & Forecasting
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Payroll Integration
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Expense Tracking
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Audit-Ready Books
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Tax-Ready Reports
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Monthly Reconciliation
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Accounts Tracking
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Cash Management
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Document Management
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Financial Insights
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Cash Flow Management
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Budgets
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Tax Compliance

Frequently
asked
questions

What does a fractional CFO do?

They bring the expertise of a full-time CFO, but only when you need it. From cash flow management to strategic planning, they guide your finances to help your business grow.

How is a fractional CFO different from a full-time CFO?

Fractional CFOs work part-time or on a project basis, so you get expert advice without the cost of a full-time hire.

What makes your fractional CFOs different?

Our CFOs bring real-world experience as entrepreneurs, operators, and sales leaders. With a holistic approach, they consider every aspect of your business to help you achieve your goals.

Can a fractional CFO help with fundraising?

Yes! Our CFOs create investor-ready financials, prepare pitches, and help you secure the funding you need to grow.

What industries do you specialize in?

We work across industries like tech, healthcare, retail, and professional services. You’ll be matched with a CFO who knows your field.

What’s included in your financial models?

Each model is built around your unique strategy, not pulled from a template. You’ll get Profit & Loss, Balance Sheet, and Cash Flow Statements, plus KPIs, budget vs. actuals, and scenario planning—customized to your goals.

How does onboarding work?

We start with a deep dive into your business to understand your goals. Then we build a financial model and set you up for ongoing support.

What if I already have bookkeeping or tax services?

No problem. We complement your current services with strategic insights to connect your day-to-day finances to your big-picture goals.

How much does a fractional CFO cost?

It’s more affordable than hiring full-time. Reach out, and we’ll create a personalized plan for your business.

Start smarter—and make your finances function as one

Discover how Function streamlines your finances and scales with you at every stage.

Start with Function