Expert finance. Smarter tech. On demand.

Fractional CFO and CTO services for small businesses. Get ongoing financial and technology support—no full-time hire needed.

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Finance and Tech, tailored for you

Ongoing CFO and CTO support for small businesses. Simplify finances, optimize operations, and implement technology with expert guidance. Leverage AI tools and system integrations to drive new business opportunities and insights.

Construction industry
Retailers
Professional Services
Real Estate Industry
Ecommerce
Healthcare Industry

Expert guidance, flexible commitment

Access seasoned CFO and CTO expertise for your business. Streamline finances, enhance technology, and grow—without hiring full-time staff.

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On-demand CFO expertise

Improve cash flow, forecasting, and financial systems with flexible support tailored to your needs.

Flexible CTO leadership

Upgrade your tech, boost efficiency, and support growth with part-time technical management and oversight.

Finance and tech solutions

Expert support for your business

Financial Strategy & Capital Planning

Budgeting, forecasting, fundraising, capital structure optimization, and financial modeling.

Technology & Systems Architecture

IT infrastructure, cloud migration, cybersecurity frameworks, and enterprise systems selection.

Data & Analytics

KPI dashboards, business intelligence, financial performance tracking, and predictive analytics.

Operational Efficiency

Process automation, ERP/CRM implementation, workflow streamlining, and cost-reduction strategies.

AI & Automation Strategy

Leveraging AI for financial forecasting, customer insights, intelligent automation, and productivity tools.

Growth & Innovation

Scalable tech solutions, digital transformation, M&A financial/tech due diligence, and strategic roadmapping.

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“We needed a CFO who could bridge finance and technology. The transition to new systems was smooth and efficient.”

Steve B. - Real Estate Developer
CEO, Aquantis Group LLC
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“Our financial forecasts are now clear and actionable. The technical and financial expertise made a real impact.”

Travis McCracken - Social Security Law
President, Golson-McCracken Inc.
consultant advising a business

“I couldn't operate my practice without the bookkeeping support I receive.”

Madigan Kent, Coach & Therapy Provider
LCSW, SEP, SSP
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“We finally have reliable financial oversight without hiring full-time. Support is always professional and responsive.”

Kurt Amann, Technology Installer
President, Caiman Technologies
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Finance and tech, on your terms

Tailored solutions that fit your business stage, size, and goals—no cookie-cutter strategies.

Seamless integration of financial insight and technology tools to drive smarter decisions.

Adaptive support models designed to provide clarity, control, and measurable results.

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FAQ: Fractional CFO & CTO Services

Your questions, clearly answered

Explore answers to common questions about working with a part-time CFO or CTO. Get the clarity you need to decide if this flexible solution fits your business.

What services do you provide?

We offer tailored consulting at the intersection of finance and technology, including strategic planning, performance analysis, systems integration, and ongoing advisory support.

Who do you typically work with?

Our clients include mid-sized businesses, high-growth startups, and established organizations seeking scalable financial and technology solutions.

How do your services differ from a traditional CFO or CTO?

We provide fractional and project-based expertise, allowing you to access senior-level guidance without the full-time cost commitment. Our approach blends financial oversight with technology strategy to deliver comprehensive solutions.

Do you specialize in specific industries?

While our methods are adaptable across sectors, we have deep experience in real estate, construction, technology companies, and professional services.

What does “on your terms” mean?

It means our services are customized to your needs—flexible engagement models, project-based or ongoing support, and strategies aligned to your pace of growth.

How is pricing structured?

We offer flexible pricing models, including hourly, project-based, or retainer agreements, depending on the scope and duration of engagement.

Do you implement technology solutions, or just advise?

Both. We provide strategic recommendations and, when needed, manage implementation to ensure seamless integration and measurable impact.

How quickly can you get started?

Engagements typically begin within 2–3 weeks of initial consultation, depending on the complexity and scope of your needs.

Get in touch

Your business, our expertise

Contact us for financial or technical support tailored to your business needs. We’re ready to help you move forward.