Fractional CFO Services

Case Study

PBO Advisory Group’s fractional CFOs are experienced professionals who work with clients on a project and/or limited-hourly basis, even as few as 10 hours per month. 

The duties of fractional CFOs are broad and can be personalized to the specific needs of your company, usually focused on the responsibilities that your existing financial team does not have the skills, experience or manpower to handle. Our fractional CFOs also assist clients with a wide range of special projects.

Having a fractional CFO gives you the best of both worlds – needed skills without the added cost – including salary, bonuses, benefits and more – of hiring a full-time C-level employee. PBO Advisory Group’s fractional CFOs have years of experience so they can quickly get up to speed and begin effectively tackling your problems and implementing solutions. Many have specialized industry expertise.

A CFO’s role is focused on strategy. A fractional CFO will help your company move beyond just keeping current financials in order by helping plan and position you for a strong future.

Read PBO Advisory Group’s Managing Director Mike Ford’s article in Forbes on the role and benefits of a Fractional CFO.

  • Oversight in closing monthly books and managing financial reporting
  • Managing budgets and tactical operational recommendations
  • Facilitating and executing strategic planning with key stakeholders
  • Managing audit preparation
  • Implementing strong internal controls and technical accounting rules
  • Developing business plans, investor and board presentations and packages
  • Analyzing cash management, fees and costs
  • Evaluating contracts and negotiating with customers, vendors and banks
  • Analyzing cost and reorganization support
  • Coordinating outside vendors (banks, leasing companies, insurance, CPAs, etc.)
  • Overseeing government compliance
  • Strategic and special projects
  • Strategic financial counsel
  • IPO preparation and coordination
  • Equity and debt fundraising logistics, advice, and coordination, including preparing financial and due diligence materials
  • M&A activities
  • Mentoring, training and coaching of your staff
  • Flexibility
    • Project or ongoing services
    • Guaranteed set schedules
    • Low minimum hours
  • Cost Effective
    • No high salary, bonuses and other benefits
    • Quality expertise at a lower cost

KEY FRACTIONAL CFO CONTACTS

Mike Ford

Managing Director / Founding Member

Francesca San Diego

Consulting Chief Financial Officer

Kristy Facchini

Consulting Chief Financial Officer