Fractional CFO & Advisory

Better business. Better life.

Helping founder-led businesses strengthen revenue, profit, and cash flow by turning numbers into winning strategies.

Built for businesses between $1M and $5M ready to run leaner and stronger.

30 minutes. No pitch. Mutual fit check.

Built to grow.
Stuck in the dark.

You're past startup. The business works. Revenue is coming in. The team is real.

But somewhere along the way, the numbers stopped making sense. Profit fluctuates and you can't always say why. Cash flow feels tight even in good months. You're making decisions on instinct because the data takes too long to pull — or you don't fully trust it when you get it.

You don't need another bookkeeper. You don't need a full-time CFO. You need someone who can sit across from you, look at the same numbers you're looking at, and tell you the truth about what's working, what's leaking, and what to do about it.

That's what we do.

Two ways we work with founders.

The financial leadership most founder-led businesses are missing — delivered monthly, or scoped to a single project.

Monthly partnership

Fractional CFO & Advisory

We meet with you each month to make sure your business is on track — setting targets, comparing actuals, updating the forecast, identifying cash flow and profit levers to pull, and building a clear plan for the next 30 days. Flat monthly fee. No long-term contract. Cancel anytime.

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Scoped engagements

Strategic Projects

For founders who need a specific deliverable: financial models, projections, system builds, workflow design, or one-time strategic work. Scoped and quoted per engagement. Available to CFO Advisory clients and as standalone engagements.

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Four steps from first conversation to lasting results.

Every founder we work with moves through this framework — at their own pace.
01

Discover.

A 30-minute Discovery Call. We learn about your business, where you want to take it, and what's keeping you up at night. You get your questions answered. We both decide if we're a fit.

Complimentary · 30 min
02

Diagnose.

If we're a fit, we pull two years of your numbers and build a clear picture of your business — what's working, what's leaking, and the gap between where you are and where you want to go. 48-hour turnaround.

Complimentary
03

Design.

We design a custom path forward — what we'd focus on, how we'd work, and the exact investment. Presented in the same meeting as the diagnosis, so you see the gap and the path in one sitting.

No surprise fees
04

Drive.

Targets set. Actuals reviewed. Forecast updated. Scoreboard and objectives reviewed together each month. A clear 30-day action plan in your hands. You stop guessing and start driving.

Monthly rhythm
$1M$5M
Revenue range we serve
100%
Remote, U.S. nationwide
48h
Diagnostic turnaround
No
Long-term contracts · Cancel anytime

Built for founder-led businesses ready to lead with numbers.

We work primarily with founder-led professional services firms — law firms, accounting firms, consulting firms — and other knowledge-based businesses between $1M and $5M in revenue. We're selectively open to other industries where there's a strong fit.

They've built something real.

Real revenue, real team, real customers. The business works — it just needs sharper financial leadership to keep growing without breaking.

They want the truth.

Not flattery. Not vague answers. They want a CFO who will tell them what the numbers actually say and what to do about it.

They execute.

What we do is advisory. The business is yours, the execution is yours. If you're looking for a CFO to hand you answers without your participation, we're not the right firm.

A different kind of financial partner.

We believe the best businesses are built lean, run with intention, and led by founders who lead with the truth their numbers tell.

i.

A proven framework.

The Exceleré Framework draws on principles that have worked across thousands of businesses and dozens of industries. Discover, Diagnose, Design, Drive — repeatable, transparent, the same every month. You always know where you are and where we're headed next.

ii.

A CFO behind your CFO.

When you hire Exceleré, you get more than one advisor. We're connected to a national network of seasoned fractional CFOs — peer thinking, second opinions, and expertise across nearly every industry. The depth of a firm, the agility of a focused partner.

iii.

Lean by philosophy.

We help founders build lean, strong businesses — clear on profit, intentional with cash flow, free of operational bloat. Not bigger for the sake of bigger. Better.

Ready to see your business in a clearer light?

The first step is a 30-minute Discovery Call. A focused conversation about your business, where it's headed, and whether we're a fit — no pitch, no pressure. If we are a fit, the next step is a complimentary financial assessment of your business.

Book a Discovery Call

30 minutes. No pitch. Mutual fit check.