According to the Wall Street Journal, 60-80% of business owners don’t know what their financial statements are telling them.  I know what you’re thinking. “That’s not me.”

Well, prove it to yourself. Take our 1-minute quiz.

Why Choose Fractional CFO Services From CFO Simplified?


You need a fresh view of how your business operates.  Our CFO services use experience and creativity to show you how to do things easier, faster, more efficiently.   This knowledge helps drive greater efficiency into your business and ultimately achieve greater profitability.


Our CFO’s experience within a broad range of industries has prepared us to help you reach your next performance peak. The breadth of our experience, cross industry and in different settings, allows us to gather the specific tools needed to help you grow your business.


We are analytical, therefore, the numbers will tell our CFOs the story. We make sure that you not only see the right numbers for your business, but understand what those numbers say about how your business operates, and additionally, how you can effect changes that improve your bottom line.


Since we believe that everything flows down to the financials, therefore, we open discussions with employees at all levels in your company. Many times, it is the line employee that knows best what incremental changes will improve work flow or reduce waste. Continuous Improvement is the key.


Whether it is cash flow improvement, greater profitability, a stronger balance sheet, or a better understanding of how your company operates, we have the experience, knowledge, and creative approach to get your company to the next level. Our CFO services can help you surmount any new obstacles you may be facing.

Meet Our CFOs

For more details on each team member …

How Our Fractional CFO Services Work

CFO Simplified offers the same senior level advice to small to mid-sized businesses that big companies get with a full-time CFO, but at a much lower cost.  We provide the financial information and strategic guidance you need to make the right decisions.

Our CFOs Process:

1. Deep Dive Analysis:

CFO Simplified performs a one-to-two day Health Check for your company.  Included: An analysis of your company’s Financial Reporting, Month-End Close process, Operational Review, Workflow Analysis, AP and AR, Cash Flow Evaluation and Banking Relationship and much more. Plus, we interview your top management. The result – a written report with recommendations.

2. Review of Deep Dive:

We review with you the Good, the Bad and the Ugly. What are the things that you’re doing well, what are the things that you should look at changing over time, and what are the changes you should make right now, because they are putting your company at risk?  This is a one to two hour meeting with you and your team to discuss our findings.

3. Execution Plan:

We propose a Plan to address the priorities we’ve identified. We tell you how much time it will take to bring those elements of your company’s operations to best practices. We identify how your staff will be involved in the process, and the financial impact of the implementation.

4. Ongoing CFO support:

Now that we know your company, we can identify how much time we feel it would take to provide you with ongoing CFO support. This includes dashboards, cash flow forecasting, trend analysis, customized KPIs.

What Clients Are Saying
About Our Fractional CFO Services...

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