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We turn your
numbers into strategy

Executive-level finance without full-time overhead. Get financial clarity and operational precision for ambitious businesses.

$50M+
Revenue managed
72hr
Cash flow clarity
15→5
Days to close
Executive team meeting
Live Dashboard
Real-time financial insights

The Local Fractional Difference

Executive-level finance without full-time overhead. Immediate clarity, lasting impact.

72-Hour Cash Flow™

Complete visibility into cash position and runway within 72 hours

CFO Insight Without Cost

80% of full-time CFO impact at 40% of the cost

Data-Driven Dashboards

Real-time metrics that drive strategic decisions

Built for Scaling

Strategic partnership that grows with your business

Why settle for backward-looking books?

Forward-looking finance transforms your numbers into strategic advantage. Stop guessing. Start scaling.

See how we do it
Data visualization

Services

Complete financial leadership without the overhead. Scale faster with strategic CFO expertise.

Fractional CFO

Fractional CFO Services

Strategic financial leadership and board-level insights for scaling companies.

  • Financial strategy & planning
  • Investor relations support
  • Board presentation prep
Financial modeling

Cash Flow Forecasting

72-hour visibility into cash position with 12-month rolling forecasts.

  • 13-week cash flow models
  • Scenario planning & stress testing
  • Working capital optimization
Performance analytics

Performance Analytics

Real-time dashboards that turn data into strategic decisions.

  • KPI tracking & alerts
  • Variance analysis & reporting
  • Investor-ready presentations

Additional Services

Complete fractional executive team when you need it

Budgeting & Analysis

Dynamic budgeting with real-time variance tracking

M&A Support

Due diligence and deal structuring expertise

Controller Oversight

Month-end close reduced from 15 to 5 days

Exit Planning

Maximize valuation with strategic positioning

Industries

Deep expertise in high-growth sectors where financial clarity drives competitive advantage.

Construction & Trade Services

Project profitability, cash flow management, and job costing precision

Manufacturing & Distribution

Inventory optimization, margin analysis, and supply chain finance

SaaS & Technology

Revenue recognition, SaaS metrics, and burn rate optimization

Private Equity Portfolios

Portfolio company optimization and value creation initiatives

Industry-Specific Expertise

We understand your unique challenges because we've scaled companies just like yours.

$2.1B+
Assets under management across industries
150+
Companies scaled across target sectors
8-12%
Average EBITDA improvement within 6 months

30-Day Onboarding

From chaos to clarity in four weeks

1

Week 1: Discovery

Financial audit, pain point identification, baseline metrics

2

Week 2: Systems

Quick wins implementation, dashboard setup, process fixes

3

Week 3: Strategy

Cash flow modeling, growth planning, decision frameworks

4

Week 4: Launch

Executive dashboard live, 72-hour cash flow active

What You Get

  • • Executive-ready financial dashboard
  • • 13-week cash flow forecast
  • • KPI tracking & alerts
  • • Monthly board reporting template
Onboarding process

Timeline Preview

Day 1-7 Assessment
Day 8-14 Setup
Day 15-21 Strategy
Day 22-30 Deliver

Ready to Start?

Book your QuickTake™ call today

Schedule Call

Book Your CFO QuickTake™

Get strategic financial clarity in 30 minutes. No sales pitch. Just actionable insights.

1

Schedule 30-min call

Pick a time that works for you

2

Get immediate insights

Real financial strategy, no fluff

3

Receive proposal

Custom scope within 24 hours

What you'll discover:
  • • Cash flow blind spots costing you money
  • • Revenue leakages hiding in your numbers
  • • Strategic moves for your next growth phase

No commitment required. Get insights first, decide later.

100% free
30 minutes
Actionable insights