Fractional CFO Services

Financial leadership on demand—pricing, margins, cash flow, and strategy that stand up to reality (and lenders).

How we work Book a consult

Make better decisions, sooner

We plug in as your fractional CFO—owning the finance cadence, turning numbers into choices, and preparing you for bankers, buyers, and “what if.” You get seasoned leadership without the full-time headcount.

  • Cash runway & working capital planning
  • Pricing, unit economics & margin improvement
  • Budget, forecast & board reporting discipline
  • Bank/supplier negotiations and covenant readiness
Quick snapshot
KPIs
Gross margin, CAC payback, DSOs, inventory turns, cash conversion cycle.
Capital
Debt vs equity tradeoffs, covenant prep, lender packages that land.
Cadence
Month-end close discipline, rolling forecasts, variance reviews.
Controls
Policies, approvals, spend visibility—grown-up finance without the bureaucracy.

What we do

Cash & Liquidity
  • 13-week cash flow
  • AP/AR rhythm & DSOs
  • Inventory turns & reorder points
  • Scenario stress testing
Pricing & Margins
  • Unit economics & breakeven
  • Contribution analysis by SKU/channel
  • Cost-to-serve & discount policy
  • FX & supplier pass-throughs
Budgets & Reporting
  • Operating plan & rolling forecast
  • Board/owner reporting pack
  • Variance & KPI reviews
  • Banker-ready financials

How we work

Monthly
Fractional CFO

Standing meetings, close cadence, forecast & KPI reviews, lender/board materials.

  • 1–2 working sessions / month
  • Rolling 90-day priorities
  • Email/Slack support
Request proposal
Project
Focused initiatives

Pricing overhaul, capital raise prep, ERP or QBO cleanup, budget build, bank package.

  • Fixed scope & timelines
  • Clear deliverables
  • Stakeholder readouts
Scope a project
Advisory
On-call guidance

Second set of eyes for key decisions—capex, comp, vendor terms, and “should we?” moments.

  • Retainer-based access
  • As-needed working sessions
  • Fast turnarounds
Talk to us

CFO FAQs

Cartoon illustration for CFO FAQs

Running a business can be a grind — let us help you beat the chaos.

Do I really need a CFO?

If you’re juggling strategy, pricing, and investor conversations without financial clarity — yes. A part-time CFO brings experience without full-time cost.

Can you help with fundraising?

Absolutely. We prepare forecasts, talk to banks, and make sure your pitch deck numbers stand up to scrutiny.

Is this virtual or in-person?

We’re flexible. Many clients work with us remotely, but we can also join board meetings or key negotiations in person.

Contact Us

Cary Office

2500 Regency Parkway
Cary, NC 27518 USA

Telephone: (919) 654-6788

Email: admin@brodiecpa.com

High Point Office

1222 Eastchester Drive, Ste 100
High Point, NC 27265 USA

Telephone: (336) 883-1375

Email: admin@brodiecpa.com