Fractional CFO Services — Start with a Free Financial Health Assessment
Clarify your financial strategy, uncover hidden profits, and boost cash flow—all in a focused, no-pitch, 45-minute session tailored for professional services firms.
Are you looking for fractional CFO services tailored to professional services firms?
Start with our Free Financial Health Assessment—a strategic 45-minute session designed to illuminate your financial strengths, weak points, and growth opportunities.
Whether your business is scaling or seeking more profit clarity, this is the smart first step to confident, CFO-level financial leadership.
A CFO-level financial review—without the permanent cost.
Find and fix profit leaks and financial blind spots.
Real, actionable steps to improve cash flow immediately.
Understand scalable financial systems for long-term growth.
Trusted by Professional Services Firms Like Yours
How Fractional CFO Services Help Your Business Grow
From Insights to Impact
We don’t just give you reports—we give you strategies you can act on right away. Our fractional CFO services help you:
Strengthen your pricing and profitability.
Improve forecasting and reduce financial surprises.
Build financial dashboards that give you clarity at a glance.
Support long-term strategic planning with data-driven insight.
What You'll Get From This Call
This is not a canned consultation or disguised sales pitch.
It’s a working session tailored to your firm, your challenges, and your goals.
Here's what we'll cover:
Your Current Financial Position
We’ll look at where you stand today and identify hidden risks or missed opportunities.
Your Key Financial Levers
Where is your firm leaking profit? Where can small shifts make a big impact?
Your Path Moving Forward
Walk away with clear, strategic next steps you can put into action whether we work together or not.
Your Biggest Financial Blind Spots
We'll identify what's being overlooked and how it's impacting your bottom line.
Quick Wins To Improve Cash Flow
Find easy-to-implement changes that can free up cash quickly.
A Roadmap for Scalable Financial Systems
Get a clear path to financial systems that support long-term growth.
45 minutes | 100% personalized | No obligation
Trusted by Professional Services Leaders
Mike Haile is an excellent Financial and Systems professional. He always keeps the business requirements front and center and delivers real value.
Cathy Lindquist
CFO
Mike has been a trusted advisor, bringing both software expertise and genuine business insight
Kriste Goad
Owner / Chief Fire Starter at Fuoco
This Free Financial Health Assessment Is For You If...
You run a professional services firm (consulting, legal, marketing, architecture, etc.)
Your company has 10-30 employees
Your firm is making money, but you want to make sure that it's truly profitable.
You’ve outgrown spreadsheets and gut decisions
You want more control over your firm’s financial future
Every Month Without Clarity Costs You More Than You Think
Delaying this conversation allows inefficiencies to grow unchecked and postpones your firm's progress
Here's what inaction often looks like:
Hidden profit leaks that drain your margins month after month
Projects or clients you keep investing in without knowing the real cost
Cash flow surprises that force last-minute decisions and limit growth
Missed opportunities because your financial data isn't telling the full story
Most firm owners don’t realize how much money they’re leaving on the table until they take a closer look with our guidance
This free assessment is your chance to do that without obligation or risk.
Every week you wait is another week of guesswork.
Let’s fix that.
Don't wait until there's a crisis to get serious about your numbers!
Your margins, forecasts, and cash flow are telling you a story right now!
You just need someone who can help you hear it.
Over the past 30 years we've helped firms uncover hundreds of thousands in hidden inefficiencies, and you might be next
You’re 45 Minutes Away From a Smarter Financial Strategy
You’ve built a business. You’ve put in the hours. Now it’s time to make your numbers work for you.
Start today by booking a free, focused strategic session designed to give you clarity, the kind of clarity most firm owners don't get until it's too late.
No pressure to commit. Just insight, direction, and your next smart move.
Book your free Financial Health Assessment today and take the first step toward a more profitable, more predictable firm.
Frequently Asked Questions
What Exactly is a Financial Health Assessment?
This Financial Health Assessment is a focused 45-minute strategy session with an expert who understands professional services firms. We'll take a close look at your financial setup, highlight areas of risk or inefficiencies, and give you clear, actionable recommendations- whether or not we work together afterward.
Do I need to prepare anything?
To make the most out of this call, we recommend that you have financial reports or specific concerns handy ahead of time. We'll be happy to review them, but it's not necessary. The conversation will meet you where you are.
Is this really free? What's the catch?
Yes, this is 100% free. No pressure. No pitch. Our goal is to build relationships and offer value first. If you decide to explore ongoing support great, but this session stands on its own.
What kind of firms is this best for?
We work with owners of small to mid-sized professional services firms: consulting, legal, creative, architecture, IT, and more. If your business relies on people, projects, and billing time, this session is relevant for you.
Who will I be speaking with?
You'll meet with a seasoned finance professional. You won't meet a junior associate or a salesperson. Someone who understands the challenges of growing a service-based business and can offer tailored insights fast.
What if my finances are a mess?
That's exactly why we're here. You don't need perfect books or polished reports. We'll help you find a clear staring point.
How is the session held?
All Financial Health Assessments are conducted via Zoom. You'll receive a private meeting link after booking.
Don't Wait Until Cash Flow Forces Your Hand!
Every Month without proper financial management costs you:
Missed growth opportunities
Unprofitable projects that drain resources
Tax planning surprises
Inability to make confident hiring decisions
The best time to implement strategic financial management is before you need it.
Book Your Strategic Financial Session Today
Questions? Contact us at [email protected]