CFO Services

Strategic Financial Leadership for Your Business

At Rise Financial Solutions, we understand that sound financial management is the cornerstone of business success. That’s why we offer Fractional CFO Consulting services designed to provide strategic financial leadership and guidance to businesses of all sizes. Whether you’re a startup looking to scale or an established company seeking to optimize your financial strategy, our team of experienced CFOs is here to help you achieve your goals.

Schedule a Free Consultation

For inquiries about our fractional CFO services, please provide your contact details. A member of our team will reach out to schedule a call and see how we can assist you.

How Can A Fractional CFO Help Your Business

Fractional CFO Consulting provides businesses with access to high-level financial expertise without the cost of hiring a full-time CFO. Fractional CFOs act as strategic partners, working closely with business owners and management teams to develop and execute financial strategies that drive growth, profitability, and long-term success.

Our Services

Full-Service Fractional CFO Consulting for Your Business

When you partner with Rise for Fractional CFO Consulting, you gain access to a team of seasoned financial professionals with extensive experience across industries. Our Fractional CFOs bring a wealth of knowledge and expertise to the table, providing personalized guidance and support tailored to your business’s unique needs and objectives.

Monthly Finance Reviews

Gain valuable insights into your financial performance and address emerging issues or topics.

Annual Planning Process

Develop a comprehensive annual plan inclusive of financial budget, headcount plan, and key performance indicators (KPIs) to guide your business’s strategic direction.

Quarterly Reforecast

Stay agile and responsive to changing market conditions with quarterly reforecasts based on current run rates and performance trends.

Financial Health Scorecard

Track your business’s financial health and performance against goals with a customized Financial Health Scorecard.

Valuation Calculations

Evaluate your business’s worth based on financial projections and industry comparables to inform strategic decisions and potential transactions.

Strategic Priorities List

Maintain a strategic priorities list to address key initiatives and opportunities identified during check-in meetings.

Optimization Recommendations

Receive recommendations for optimizing financial processes and systems, such as implementing Accounts Payable (A/P) software to streamline vendor invoices and reduce manual data entry.

Liaison with Third Parties

Benefit from our extensive network and relationships as they liaise with lenders, attorneys, investors, and other third parties on your behalf.

Capital Raises

Receive support and guidance for both debt and equity capital raises, including assistance with financial due diligence and documentation.

Cap Table Modeling

Manage and optimize your capital structure with detailed Cap Table modeling.

Financial Board Materials

Ensure your board is equipped with accurate and insightful financial information.

Ad-Hoc Financial Analysis and Guidance

Receive on-demand support and guidance from our Fractional CFOs on various financial topics as they arise, such as investment opportunities or fundraising initiatives.

Our Benefits

Expert CFO Guidance Without the Full-Time Cost

With a fractional CFO, you receive tailored guidance from an experienced professional who understands first-hand how to manage finances for various industries. You benefit from strategic financial leadership and clear direction without the cost of a full-time employee.

Precise Execution: At Rise, we customize our services to your company. This flexibility allows us to zero in on your challenges and execute a solution quickly. We’ll comb through your books and identify issues. But instead of leaving you to grapple with a crisis, we’ll sort it out for you.
Cost-Efficiency: Business owners understand the actual cost of a full-time employee. Hiring a fractional CFO relieves you of full-time employment expenses while someone more than up to the task fills the role.
Empowered Leadership : As an advisory consultant, a fractional CFO offers a unique perspective to your company’s executive leadership. With powerful tools and astute interpretations, they promote forward-thinking agility that improves your business holistically.

Rise has been crucial to our Digital Marketing Agency, offering expert guidance in accounting, bookkeeping, and strategic business decisions. Iric’s personalized attention and proactive approach have significantly contributed to our success.

Adam Lang

Owner, KICKOFF

Partnering with Rise has been crucial to our growth, helping us double our revenue and improve margins. As our fractional CFO, Rise has expertly navigated inventory, working capital, & cash flow challenges. His guidance has been invaluable for our long-term success.

Keith McDonald

Owner, NH Tap

Partner with Rise

Rise was founded out of a deep passion for supporting businesses in one of the most crucial and challenging areas – finance. As a boutique financial solutions firm specializing in strategic financial consulting, accounting, and tax, we’re committed to empowering business owners with accurate data and thoughtful analysis to drive decision-making.

Frequently Asked Questions

How often does a fractional CFO work with us?

CFO consultants flex their schedules and hours according to your needs. During stages of more demand, we’re by your side. Adaptability is at the heart of consulting and our team is skilled at navigating the ebb and flow of client needs.

When should I hire a fractional CFO?

This varies significantly depending on the size and stage of your company. Are you an early-stage startup raising capital and navigating new stakeholder relationships? Or a seasoned enterprise approaching an acquisition? The answer can be traced to the financial gaps in your organization. Consider hiring an outsourced consultant if you can’t straddle the demands of a CFO, such as financial planning and analysis, or budgeting and forecasting.

How much does an outsourced CFO cost?

Costs vary depending on which CFO consulting services are best for your company. Because a fractional CFO is not a full-time employee, you are only paying for their services, not payroll taxes or benefits. During our consultation call, we’ll discuss rates for the services from which you would most benefit.

Is a fractional CFO worth it?

The answer will depend on your unique situation as a company. A fractional CFO can be instrumental in shaping a future-forward growth trajectory or handling ongoing financial operations. When we first meet over a consultation call, we’ll discuss your finance functions, needs, and vision to determine if a partnership will benefit your company.

How can a fractional CFO help from the outside?

We perform our due diligence to understand your company from the outset. As experienced consultants, we’re used to executing a thorough discovery process that will yield an understanding of your business goals and pain points. Having an outside, objective perspective also benefits your company.

Ready to Elevate Your Financial Strategy?

Take the first step towards strategic financial leadership with Rise Fractional CFO Consulting. Contact us today to learn more about how our services can empower your business and drive sustainable growth and success.

Schedule a Free Consultation