Fractional CFO Services
Strategic Financial Leadership—Without the Full-Time Price Tag
Let’s be honest: most business owners wear way too many hats. You’re the CEO, the marketer, the salesperson—and somewhere along the way, you’re expected to be the CFO too.
But if you’re growing fast (or want to), flying blind with your finances isn’t an option.
I’m Kate—and I help business owners like you go from reactive to strategic. With Fractional CFO services, you get expert-level financial leadership without the six-figure salary. Whether you’re dealing with cash flow chaos, scaling pains, or investor questions—you don’t have to do it alone.
Let’s build a plan that helps your business grow smarter—not just bigger.
What is a Fractional CFO?
Think of me as your part-time CFO—the one who brings structure, strategy, and sanity to your financials.
You get:
- Strategic guidance to grow with intention
- Cash flow planning to prevent panic
- Budgeting & forecasting that actually makes sense
KPI tracking to see what’s working (and what’s not)
- Investor-ready reports when you need to raise capital or apply for funding
You’re not just hiring someone to run numbers—you’re gaining a partner who cares about your long-term success.
What You’ll Get with Fit Financial’s Fractional CFO Plan
- Cash Flow Management
Stay ahead of the money game. I’ll help you spot gaps, manage slow seasons, and keep your business financially healthy.
- Forecasting & Budgeting
We’ll map out where you’re going and what it’ll take to get there—based on actual data, not just vibes.
- Monthly KPI Reviews
I’ll show you what numbers matter most (and which ones to ignore). You’ll always know if you’re on track.
- Growth Strategy & Profit Planning
We’ll map out where you’re going and what it’ll take to get there—based on actual data, not just vibes.
- Investor & Funding Support
Need to impress a lender or investor? I’ve got you. We’ll build the financial reports and projections that make your business look as strong as it really is.
What It’s Like to Work Together
01. We Start with a Deep Dive
We go over your numbers, your goals, and what’s been keeping you up at night.
02. We Build a Custom Strategy
Your business isn’t like anyone else’s. Your CFO plan shouldn’t be either.
03. We Meet Regularly to Review, Refocus & Refine
Every month, we’ll check progress, adjust strategy, and keep momentum going.
Is This Right for You?
You might need a Fractional CFO if:
- You’re running a business with $500K–$10M in revenue
- You’re growing fast and need a plan to scale
- You want financial clarity but don’t want to hire full-time staff
- You’re tired of second-guessing every financial decision
Service providers & consultants
Why Work with Me?
I’ve led financial strategy for Fortune 500s, non-profits, and scrappy startups. But more importantly, I’ve built my own business from scratch so I understand the challenges.
I know what it takes to grow something real, and I care deeply about helping other business owners do the same.
✔ No fluff
✔ No jargon
✔ Just honest support and real results
Let’s Talk About Your Business
Imagine knowing exactly where your money is going, having a plan for growth, and feeling confident in every financial decision. That’s what this plan gives you.
Here’s how we start