Strategic financial leadership, grounded in technical reality
Monthly financial reporting, cash flow management, strategic planning, and system oversight—delivered by someone who can actually implement the tools you need. No full-time cost. No coordination headaches.
What You Get
What a fractional CFO actually does
Beyond the buzzword: practical financial leadership for growing businesses.
Monthly Financial Reporting
Accurate, timely financials that actually tell you what's happening in your business. P&L, balance sheet, cash flow—presented in a way that drives decisions.
Cash Flow Management
Forecasting, scenario planning, and proactive management to ensure you never run out of runway. We model growth scenarios and help you plan for what's next.
Strategic Planning
Annual budgets, quarterly reviews, and long-term financial strategy. We help you set targets, measure progress, and course-correct when needed.
KPI Dashboard Setup
The right metrics, tracked consistently, and presented clearly. We build dashboards that give you real-time visibility into what matters.
System Selection & Oversight
Need to upgrade from QuickBooks? Evaluating NetSuite? Blake can both recommend the right system and implement it—a rare combination.
Board & Investor Reporting
Polished financial presentations for board meetings, investor updates, and fundraising. We translate numbers into narrative.
The Difference
Why Blake is different from other fractional CFOs
Most fractional CFOs can tell you what you need. Blake can build it.
He can implement the systems he recommends
Most fractional CFOs can tell you that you need NetSuite. Blake can actually configure it, migrate your data, and train your team. This means faster execution and no coordination headaches.
He understands technical constraints
Blake won't recommend a financial workflow that your system can't support. He knows what's possible, what's practical, and what's worth the investment.
He's built for growing businesses
Blake works with businesses that have outgrown spreadsheets but can't justify a full-time CFO. He understands the unique challenges of this growth stage.
What's Included
Standard fractional CFO engagement
Everything you need to run your business with financial clarity.
Ideal Client
Is fractional CFO right for you?
Blake works best with businesses that fit this profile.
Growing businesses
You've outgrown the startup phase but aren't ready for a full-time CFO. You need strategic financial leadership, not just bookkeeping.
Growth mode
You're scaling—hiring, expanding, raising capital, or preparing for an exit. You need someone who can model scenarios and guide decisions.
System chaos
QuickBooks is breaking. Spreadsheets are everywhere. You know you need better systems, but you don't know where to start.
Financial blind spots
You don't have real-time visibility into cash, margins, or unit economics. You're making decisions based on gut feel instead of data.
Engagement Approach
Flexible, tailored engagements
Every business is different. Engagements are customized to match your specific needs and budget.
How it works
Engagements are structured based on your specific needs, business complexity, and budget. Some clients need full monthly financial leadership. Others need focused project work like an ERP implementation or system optimization.
All engagements through Company Vitals are month-to-month with no long-term contracts. You're not locked in—you stay because the work delivers value.
Let's talk about what you actually need, and we'll design an engagement that fits.
Pricing is tailored to each client's needs and business stage. Book a discovery call to discuss your specific situation.
Ready to get financial clarity?
Let's talk about your current financial setup, your growth plans, and whether fractional CFO services are the right fit.