Your business is growing but is your financial strategy growing with it?

As your business grows, the financial questions get more complex—and relying on instinct, spreadsheets, or a bookkeeper isn’t enough anymore. You need a true partner to help you make decisions and take actions.

That's where Peak Path Fractional CFO comes in. We will help you get where you want to go and not where you've been.

Imagine this instead:

Clear, confident financial decision-making
A forward-looking view of your business with strategic insights
Financial reporting and analysis that supports your growth
A trusted financial partner who brings structure and strategy to your goals
ALL of this WITHOUT ALL THE COST of a full time CFO

Right now you might be:

Wondering which products or clients are truly profitable
Making critical decisions without clear financial visibility
Struggling to plan for growth while managing day-to-day cash flow
Ready to invest and scale, but unsure how to do it
Thinking about an exit strategy

Our fractional CFO services are designed to address the unique needs of businesses with $1M–$20M in revenue.

Cash Flow Management

Optimize cash flow to ensure liquidity and fuel growth.

A close-up view of a financial document with printed figures and text, accompanied by a black pen resting on the paper. To the left, a digital calculator displays a number, suggesting it is used for calculations related to the document.

Cost Analysis & Reduction

Financial Forecasting and Budgeting

Three people are sitting around a conference table in a modern office. One person is wearing a red blazer and is speaking, while the other two listen and have open laptops in front of them. Papers with charts and graphs are scattered on the table. In the background, there are gray acoustic panels on the wall and a flip chart with colorful notes.

A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

Identify inefficiencies in expenses that are to high.

Build accurate, data-driven plans to guide decision-making.

Funding and Capital Strategy

Prepare for loans, investments, or acquisitions with confidence.

Increase Profitability

Maximize profitability through optimizing product offerings, pricing, and margins.

Plan for the future

Whether you are looking to scale or looking to exit, we can get you ready.

Let's figure out the right financial strategy path specific to your company.

At Peak Path Fractional CFO we create the right strategy and services based on where your business is currently at and where they want to go.

Whether that is an ongoing financial partner to help guide strategy and growth or one time direction and setting of the groundwork and path for future success. Let's work together to customize an approach just for you.

Schedule a free consultation to discuss.