Fractional CFO Services
Enhance your business operations, reveal growth opportunities, and impress stakeholders with seasoned financial expertise from experienced fractional CFO consultants at Lineal CPA.
We support startups from seed funding to exit, providing precise financial reporting, keeping investors updated, and establishing a scalable finance infrastructure to fuel growth.
Comprehensive Fractional CFO Solutions
Our outsourced CFO services provide strategic financial leadership and expert financial guidance to help your business thrive. Lineal CPA is proud to deliver the financial expertise you need without the cost of hiring a full-time CFO. Here’s how we can help.
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Financial Planning & Analysis (FP&A)
Create predictive financial models and analyze various scenarios to drive growth, monitor key milestones, and stay ahead of the curve with strategic financial planning.
- Finance Dashboard and KPI Tracking
- Cash Flow Projections & Forecasting
- Budgeting and Financial Forecasts
- Financial Modeling & Analysis
- Break-Even Analysis
- Customer Profitability Analysis
- Unit Economic Calculations
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Accounting & Finance Team Management
Bridge the gap between financial expertise and day-to-day financial operations, providing strategic oversight and operational management for your finance team.
- Controller Services
- Month-End Close Management
- Financial Reporting & Statements
- Technical GAAP Accounting
- Global Consolidation
- HR Management Support
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Growth Strategy & Market Expansion
Leverage extensive experience and data-driven perspectives to support strategic growth, deliver lasting value, and help your business transition from maintaining to thriving.
- 5-Year Strategic Road Map
- SWOT Analysis
- Go-to-Market Strategy
- Turnaround Strategy
- International Expansion Planning
- Competitive Research & Market Analysis
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Fundraising, IPOs & Exit Strategies
In-depth guidance on fundraising strategy, financial reporting, and crafting compelling pitch decks to capture investor attention and maximize business valuation.
- Venture Capital & Debt Financing
- Pitch Deck Development
- Due Diligence Preparation
- M&A Consulting
- Buy-Side Consulting
- IPO Preparedness
- Business Valuation
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Cash Flow Management & Risk Management
Optimize cash management, improve cash flow, and implement risk management strategies to ensure financial stability and informed business decisions.
- Cash Flow Forecasting
- Working Capital Optimization
- Cash Management Systems
- Financial Risk Assessment
- Performance Metrics Analysis
- Key Metrics Tracking
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Strategic Financial Leadership
Leverage board meeting support, investor relations management, and strategic oversight to help secure funding and achieve your financial goals.
- Board Meeting Preparation
- Investor Relations
- Financial Projections
- Strategic Planning Support
- Equity Funding Guidance
- Raising Capital Strategies
Benefits of Hiring a Fractional CFO
Fractional CFO services deliver the expertise you expect with flexibility that fits your budget and timeline.
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Cost-Effective Financial Leadership
Save 30-50 percent compared to hiring a full-time CFO while accessing the same financial expertise. You’ll get senior-level financial management without the $300K-$500K annual commitment.
Strategic Decision-Making Support
Experienced fractional CFO consultants help identify improvement opportunities and guide difficult financial decisions like business expansion, securing funding, and optimizing financial performance.
Streamlined Operations & Flexibility
Access monthly close processes, accurate reporting, and scalable financial systems. No long-term contracts needed — scale CFO services up or down based on your changing business needs.
Ready to Transform Your Financial Operations?
Get professional financial guidance from experienced CFOs without the full-time cost commitment.
Maximize value with
Fractional CFO Services
Where Our CFOs Make a Difference
Our finance professionals bring industry knowledge and specialized expertise to businesses across various sectors, from small to medium-sized businesses ready for growth.
SaaS & Technology Companies
Specialized financial management for software companies, including subscription revenue modeling, customer acquisition costs, and startup growth strategies.
Health & Beauty Companies
Financial expertise for cosmetics, wellness, and healthcare businesses, including inventory management and regulatory compliance financial planning.
eCommerce & Retail Businesses
Comprehensive financial management for online and brick-and-mortar retailers, including inventory optimization and multi-channel revenue analysis.
Real Estate & Construction
Project-based financial management, cash flow forecasting for development projects, and construction accounting expertise.
Wholesale Distributors
Supply chain financial optimization, vendor relationship management, and distribution channel profitability analysis.
Food & Beverage
Restaurant and food service financial management, including cost control, franchise financial reporting, and seasonal cash flow planning.
Professional Services Firms
Service-based business financial management, including project profitability, resource allocation, and professional services billing optimization.
Manufacturing Companies
Manufacturing cost analysis, production financial planning, and supply chain financial optimization improve profitability.
Accounting Systems We Support
Lineal CPA provides implementation and optimization across major accounting platforms. We guarantee seamless financial operations regardless of your current system.
NetSuite
Complete NetSuite implementation, customization, CFO solutions, and ongoing support for enterprise-level financial management.
Xero
Cloud-based accounting solutions with real-time financial reporting and streamlined bookkeeping processes.
QuickBooks
From basic bookkeeping to advanced QuickBooks optimization and migration to more robust systems when needed.
Sage
Comprehensive Sage accounting support for businesses needing detailed financial reporting and compliance.
Why Choose Lineal CPA for Your Fractional CFO Needs?
We bring together experienced CFOs, proven methodologies, and industry knowledge to deliver exceptional financial leadership for your business. You’re in great hands. Here’s what sets us apart:
15+ Years of Experience
Trusted financial leadership built on over a decade of hands-on industry expertise across multiple companies and sectors.
NetSuite Experts
Our deep NetSuite knowledge ensures smooth integrations and smarter reporting for enhanced financial operations.
Free Consultations & Estimates
Get upfront insights and pricing — no pressure, no surprises. We provide transparent fractional CFO pricing and guidance.
Video Appointments & No Cancellation Fees
Flexible scheduling with zero penalties for changes or cancellations. Work with us on your terms, wherever you are.
I seek Lineal CPA's help to manage my books and financial statements for the current year, and I am very happy with the service they provided.
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Lineal CPA has been so patient with me as I prepare my first business tax return! He provided me with the tools I needed to be organized and answered my questions promptly along the way.
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Job well done. Good job on the quick books to Intacct implementation.
Proactive Tax planning service was a first for me and our business benefited a lot from this rather than the once a year tax planning. Great communication as well.
Working with Vatsal was an excellent experience and continues to be. He prepared my annual corporate tax return and still checks in every quarter to make sure business is going smoothly. We will continue to use his service and recommend to others as well.
Great service! I don't usually post reviews but I am happy to do so for Lineal. Probably one of the few very CPAs that I actually enjoyed talking to.
Great service! Friendly, responsive, knowledgeable! Wouldn't hesitate to recommend.
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Great support and quick response. Timberley is fun to work with and she works diligently to meet deadline. Vatsal also reacts quickly when we need more supports.
We hired the firm for Netsuite consulting they did a great job on onboarding us and monthly accounting on NetSuite.
Start Your Financial Transformation Today
Don't let financial challenges become a roadblock for your business. Get the strategic financial leadership you need to thrive.
Frequently
asked questions
A fractional CFO, also known as an outsourced or virtual CFO, is a financial professional who provides CFO-level services on a part-time or project basis. They deliver the expertise of a full-time CFO without the high cost or long-term commitment. Fractional CFOs handle a range of responsibilities, including multi-year financial modeling, cash flow management, equity and debt financing strategies, annual budgeting, and more.
Whether you hire a fractional CFO directly or through a service that matches your business with the right expert, you gain access to top-tier financial guidance quickly and affordably. This flexibility and efficiency make fractional CFOs a popular choice for startups across industries.
The key difference between a fractional CFO and a full-time CFO lies in their level of commitment.
- Fractional CFO: Works part-time or on a project basis, often supporting multiple clients simultaneously. They are more affordable and bring diverse experience from working with various businesses, offering fresh perspectives and insights.
- Full-Time CFO: Exclusively works for your business and is available full-time. While they offer dedicated attention, the annual salary for a full-time CFO ranges from $300,000 to $500,000, making it a significant expense for most startups.
Both fractional and full-time CFOs can deliver similar services, but fractional CFOs allow startups to access expert guidance at a fraction of the cost, paying only for the hours or projects needed. They can also act as interim CFOs, filling gaps during transitions between full-time hires.
A fractional CFO can be an ideal solution for startups operating on tight budgets. Consider your budget, immediate needs, and long-term goals to determine if it’s the right choice for your business.
Signs you might need a fractional CFO:
- Difficulty understanding financial reports or numbers.
- Challenges in balancing financial obligations, such as cash flow management or investor reporting.
- Plans to expand into new markets or scale operations.
Fractional CFOs are especially beneficial for startups that need task-specific support, such as creating a financial forecast or annual budget, without committing to a full-time hire.
It depends. The cost of hiring a fractional CFO varies based on experience, services provided, and the scope of the engagement. Monthly fees start from $1,900, depending on the level of support needed.
Compared to the $500,000+ annual cost of a full-time finance team, fractional CFOs offer a more affordable alternative by consolidating multiple roles into one part-time resource.
Yes, absolutely. Your fractional CFO will help with various financial planning tasks, including defining company objectives, performing market research and analysis, creating a sales and marketing strategy, establishing accounting and financial management systems, identifying opportunities for securing startup funding, and more.