Fractional CFO Advisory

Know your numbers. Make better decisions.

Practical CFO guidance for growing small businesses — without the cost or complexity of hiring a full-time CFO.

Schedule a Free CFO Consultation
EngagementStarting at $750/month

The gap

You Don't Need More Financial Reports.

You need to know what the numbers mean.

Your bookkeeper records transactions. Your CPA handles taxes.

But who is helping you answer questions like:

01How much cash should we keep in the business?
02Can we afford to hire?
03Which part of the company actually makes money?
04Why is revenue growing but cash isn't?
05Can we afford this equipment or expansion?
06How much should the owner distribute?
07What happens if revenue drops 10%?
08Are our margins where they should be?
09What should the business look like 12 months from now?

The engagement

CFO-Level Insight Without a Full-Time CFO

MarginBridge provides straightforward financial guidance for owner-operated businesses.

We take your existing financial information and turn it into a clear picture of:

01Where you've been.
02Where you are.
03Where you're going.
04And what you should be paying attention to.
No accounting jargon.
No giant consulting engagement.
No unnecessary reports.

Just useful financial information and an experienced financial partner to help you make better decisions.

Monthly support

Choose the Level of Support You Need

CFO Check-In

$750/month

For owners who primarily need an experienced financial professional reviewing the business with them every month.

Includes:

  • Monthly CFO meeting
  • Financial statement review
  • Cash flow review
  • KPI scorecard
  • Margin and profitability review
  • Financial questions and recommendations
Get Started
Most Common

Fractional CFO

$1,250/month

For growing businesses that need budgeting, forecasting and ongoing financial planning.

Everything in CFO Check-In, plus:

  • Budget vs. actual reporting
  • Rolling financial forecast
  • Cash planning
  • Scenario modeling
  • Strategic financial guidance
  • Email access between meetings
Schedule a Consultation

CFO Partner

$2,000/month

For owners who want an experienced CFO involved in major financial decisions throughout the year.

Everything in Fractional CFO, plus:

  • Two CFO meetings per month
  • Priority support
  • Capital expenditure analysis
  • Financing and lender support
  • Acquisition analysis
  • Annual budgeting
  • Strategic planning
  • Advanced scenario modeling
Talk With a CFO

One-time assessment

Not Ready for a Monthly CFO?

Start with a Financial Health Check.

$995 One-Time

We'll review your company's financial position and identify the areas that deserve your attention. You'll leave knowing the financial questions you should be asking about your business.

Get My Financial Health Check

Your executive-level assessment covers

01Cash flow
02Profitability
03Margins
04Operating expenses
05Debt
06Working capital
07Financial risks
08KPIs
09Opportunities for improvement

Project work

Additional CFO Projects

Need help with a specific financial decision? MarginBridge also provides project-based CFO support including:

Discuss a Project
0113-week cash-flow forecasts
02Annual budgets
03Financial forecasting
04Acquisition modeling
05Business sale and exit preparation
06Bank and lender packages
07Capital expenditure analysis
08Pricing and margin analysis
09Construction and development modeling

Fit

Who We Work With

MarginBridge is designed for established owner-operated businesses that have outgrown managing the company from their bank balance.

01Construction & Trades
02Real Estate & Property Management
03Professional Services
04Home Services
05Multi-Location Businesses
06Growing Owner-Operated Companies

If you already have a bookkeeper or accountant but want more sophisticated financial guidance, we're probably a good fit.

Your Accountant Looks Backward.Your CFO helps you look forward.

Accounting

Accounting tells you what happened.

CFO analysis

CFO analysis helps you understand why it happened — and what you should do next.

MarginBridge works alongside your existing bookkeeper, CPA or accounting team rather than replacing them.

Our role is to help you turn financial information into better business decisions.

Get a CFO's Perspective on Your Business.

Schedule a complimentary 30-minute conversation. We'll discuss your business, your current financial reporting and the biggest financial questions you're trying to answer.

Schedule My Free CFO Consultation

No obligation. No complicated sales process.

Complimentary 30-minute conversation

Schedule a Free CFO Consultation

Tell us where to reach you and what you're working through. We'll follow up to set up a time.

Starting at $750/month

No obligation. No complicated sales process.