Intentional Growth Fractional CFO

Empower. Educate. Elevate.

Strategic Guidance through an Elevated Partnership

Once you’ve embraced viewing business decisions through a financial lens, goals you used to think weren’t achievable may start to come into focus. When you’re ready to elevate your business to the next level or take the next big step, Adviza Fractional CFOs are ready to embed into your business and provide strategic guidance rooted in your business’ financials.

Is your business ready for a Fractional CFO?

Fractional CFO services aren’t necessary for every small or mid-sized business. For many SMB owners, our Intentional Growth™ Strategy services are the perfect solution. However, a Fractional CFO may be right for your business if you are:

  • Planning for a merger or acquisition
  • Embarking on fundraising or taking on investors
  • Seeking to expand regionally, nationally or internationally

You Need a Fractional CFO that Sees the Possibilities.

You didn’t become a business owner because you are adverse to taking risks. If you need a Fractional CFO, you need one who embraces your ambitions to elevate your business and helps you find the most strategic way forward.

Benefits of an Adviza Fractional CFO

Our CFOs aren’t hired guns who are just focused on getting your books right. They are partners with your leadership team. Adviza CFOs bring an additional strategic lens to your company, helping you utilize the knowledge you learned in the Intentional Growth Academy to achieve your long-term goals.

Adviza Intentional Growth Fractional CFO Services

  • Financial planning that aligns with your goals, including budgeting and forecasting
  • Cash flow management to ensure your business stays financially healthy
  • Expert guidance on raising capital, investor discussions, and managing post-deal paperwork
  • Oversight of financial reporting, regulatory compliance, and audit preparation
  • Support during major transitions, such as mergers, acquisitions, or expansions
  • Data-driven insights for senior management and strategic decision-making
  • Routine bookkeeping, board meeting support, and analysis of contracts and due diligence

What Intentional Growth
Clients Have to Say

Partnering with Adviza has been eye-opening. It's like seeing our business through a financial lens for the first time. Their support made the transition smooth, and we're now poised for strategic growth like never before. The clarity we've gained is invaluable for shaping our future success.

Jimmy Fazekas, CEO, Bluewater Exteriors

Measurable Impact

Harnessing Financial Forecasting to Drive Growth

Leveraging Data to Build a Customer Insights Dashboard

A Home Improvement Company’s Journey to Financial Clarity

Frequently Asked Questions

A Fractional CFO provides executive-level financial expertise on a part-time basis, helping businesses with strategic financial planning, cash flow management, and decision-making without the cost of a full-time CFO.

If your business is undergoing major growth, preparing for a merger or acquisition, raising capital, or facing complex financial challenges, a Fractional CFO can provide valuable strategic guidance and financial stability.

Our CFOs are more than financial experts; they are strategic partners embedded in your business, providing tailored insights and working with your leadership team to help you achieve your long-term goals.

Absolutely. Our Fractional CFOs can oversee due diligence, evaluate financial and operational aspects, and manage post-deal processes to ensure a successful transition.

The level of involvement depends on your needs. We work flexibly to provide support as required, whether for specific projects, ongoing financial oversight, or for insight on key strategic decisions.