Fractional Roles

— Executive Support Without the Full-Time Hire

Some businesses are too complex for “basic bookkeeping” support — but not ready, or not willing, to hire a full-time CFO or operations executive. That’s the gap we fill.

Through Fractional Roles, we step in as an embedded, high-level partner — providing the clarity, structure, and decision support of a senior leader, in a way that’s tailored to your actual size, stage, and reality.

This is not one-off advice. It’s an ongoing partnership that lets you lead with confidence, without carrying everything alone.

Who This Is For

Fractional roles are a fit if:

You’re growing quickly and the financial and operational decisions feel higher-stakes.
You’ve outgrown “basic accounting,” but a full-time CFO or COO isn’t the right move yet.
You’re carrying the weight of every major decision and need a trusted, experienced partner.
You want a clear view of cash, risk, and opportunity — not just reports after the fact.

Get in Touch

What We Do in Fractional Roles

In a fractional capacity, we function as part of your leadership team — helping you see the full picture, model different paths, and choose what’s right for you and your business.

Core areas of support include:

Fractional CFO Support

Financial planning, forecasting, and scenario modeling
Cash flow oversight and “runway” visibility
Revenue planning and pricing analysis
Lending and banking strategy (lines of credit, loans, covenants, relationships)
Coordination with CPAs, tax advisors, and legal partners

Executive Financial Partnership

Regular review of performance, risks, and opportunities
Decision support for major investments, hires, and expansions
Financial implications of strategic choices (what this really means for you)
Cross-entity planning where multiple businesses or properties are involved

Leadership & Team Support

Translating complex financial realities into something your team can act on
Helping key team members understand priorities and guardrails
Serving as a confidential sounding board for high-stakes decisions

How It Works

Every fractional engagement is tailored, but in general:

We review your current numbers, systems, and commitments so we understand where you really are — not just what’s on paper.

1. We start with a clear picture.

2. We clarify priorities.

Together, we identify what matters most right now: stability, debt reduction, growth, hiring, investing, or simply breathing room.

That may mean new reporting, a cleaner cash flow model, lender conversations, or aligning your personal financial needs with your business reality.

3. We build simple, usable structure.

4. We stay in the conversations that matter.

On an ongoing basis, we join your standing meetings (as needed), provide regular checkins, and help you navigate decisions as they come — not months after the fact.

This is the work that helps you move forward without constantly wondering what you might be missing.

What You Can Expect

Working with us in a fractional role means:

You have someone in the room (and behind the scenes) who sees the full picture.
You’re no longer the only one holding the weight of major decisions.
Your decisions are backed by numbers, context, and strategy — not just instinct.
Your business has structure, but not rigidity; there’s room to adapt.

We bring the same care, integrity, and depth to fractional work that we bring to every part of Peace of Mind — just in a format that meets you where you are.

Get in Touch