Fractional CFO Services
F2 Advisory Group goes beyond reporting the past. We turn your numbers into forecasts, strategy and confident decisions, giving growing businesses a seasoned CFO and strategic growth partner a few days a month, wherever you're based.
Timely monthly financials and a short set of KPIs that show what's actually driving your business, so you can manage by the numbers instead of the bank balance.
A rolling week-by-week view of every dollar coming in and going out, so cash surprises become decisions you make weeks in advance.
Forecasts built with modern AI tools and reviewed by experienced CFOs, so you can test pricing, hiring and growth decisions before you make them.
Investor- and lender-ready financials, models and materials, plus an experienced partner in the room when you raise equity, take on debt or refinance.
Clear, consistent reporting for your board and investors that builds confidence and keeps meetings focused on decisions rather than reconciling numbers.
Whether you're buying, selling or bringing in investors, we get your numbers, story and process ready so you negotiate from a position of strength.
You need clearer numbers and tighter control of cash to keep scaling. Our industry experience spans restaurant groups, franchises and e-commerce brands, and the same discipline applies to any growing company.
You're preparing to raise equity, take on debt or refinance. We build the financials and models that investors and lenders expect, backed by industry experience with venture-backed med-tech and life-sciences companies.
You're thinking about selling, bringing in investors or stepping back. We help you get your numbers in order early, so you maximize value and avoid surprises in diligence.
A conversation about your business, your goals and where the numbers are holding you back.
We review your books, reporting and cash position and agree on the priorities that matter most.
We become part of your leadership team, providing hands-on guidance and turning your numbers into clear strategy and measurable results.
A fractional CFO is an experienced chief financial officer who works with your business part-time. You get the same strategic guidance, forecasting and financial leadership as a full-time CFO, sized to what your business needs today and at a fraction of the cost.
Bookkeepers and accountants record what has already happened and keep your books accurate and compliant. A CFO looks forward: turning those numbers into forecasts, cash plans, pricing and growth decisions, and preparing you for raises, loans or a sale.
It depends on your needs. Many clients work with us a few days a month, with more support around key moments like budgeting season, a fundraise or a transaction. We agree on the right level together and adjust it as your business changes.
Pricing depends on the scope and time involved, and it's typically a fraction of the cost of a full-time CFO. After a free consultation, we'll send a clear proposal with no surprises.
Yes. We work with clients across time zones, meeting by video and sharing files securely, so where you're based is never a barrier.
We work with all major accounting and reporting platforms, including QuickBooks, Xero, NetSuite and Sage Intacct, so there's no need to switch systems to work with us.
Usually within a couple of weeks of our first conversation, or sooner if your situation calls for it. If you're facing a deadline, such as a lender request or an investor meeting, let us know and we'll move at your pace.
We treat your financial information as strictly confidential and are happy to sign a non-disclosure agreement before reviewing your numbers. We can share files through whichever secure method you prefer, including encrypted email or your own document portal.
No long-term commitment is required. Ongoing engagements are typically month to month, so you stay with us because the work is valuable, not because you're locked in. We also take on project-based work, such as building a financial model, preparing for a raise or getting ready for a sale.
