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What is a Fractional CFO?

A fractional CFO is an experienced Financial Professional who provides services for organizations in a part-time, retainer, or contract basis.

This offers You, the Entrepreneur, the experience and expertise of a high-end advisor without the in-house cost—salary, benefits, and bonuses—of a full-time CFO.

CFO for a “Fraction” of the Cost. The Median Salary of a Full Time CFO is $371,548. Most Businesses can’t afford that but desperately realizes they need to add a CFO to their team.

Fractional CFO’s most commonly partner with companies to help overcome financial challenges, achieve growth, optimize strategy, implement systems, raise capital, or navigate an audit or transaction.

Fractional CFOs are also helpful in optimizing or implementing more forward-facing financial visibility.

See, you need to understand that your bookkeepers and accountants provide PAST DATA.

Your CFO focuses providing you with the data and dashboards you need to make strategic, data-driven-decisions for the FUTURE.

"Like driving a car, you cannot make all of your decisions looking in the rearview mirror."

What do you get when you hire Diamond Equity Advisors as your Fractional CFO?

A LOT

Who is This Program a Fit For?

The v.CFO program is an ideal fit for the business with less than $5MM in annual revenue and currently does not have a full-time CFO on staff. The Owner / CEO  has the benefit of having a strategic partner who specializes in financial matters while keeping overhead low, fiscal efficiency high, and freeing up the time of the CEO.

What Will We Do?

Analyzing Financial Data and Reporting to Owner/ CEO 

Quarterly Business’s Health Audit 

Managing Cash Flow – Determining Allocation Percentages of Hard Dollars

ROI (Return-On-Investment) Review of Staff, Marketing, Products, Contractors

Monthly Budget Determinations

Debt Management and Elimination – Financing 

Tax Optimization and Planning 

Ongoing Consulting Growth Areas – Investments, Retirement Planning, Hiring, Expansion, Insurance, etc. 


****Personal Financial Planning Included ($2,000 Value)****

Meeting Frequency

Monthly Finance Meeting

Mid-Month Touch Base 

Quarterly Planning Meeting

Annual Planning Meeting

Integrations

Manage Relationships of 3rd Party Financial Professionals

Liaison between Bookkeeper / Accountant and Owner / CEO

Manage Tax Program Reporting i.e. Quickbooks

Are you ready to hire your CFO?