Great question and one we get all the time. The simple answer; a part-time executive. Many smaller businesses looking to scale need the insights from someone who has been there before and has years of experience to help them avoid pitfalls and grow more efficiently. Think of us as a cheat code for your business.

You may be just fine with the staff you have. However, we find that many businesses need more insights for growth or avoidance of pitfalls, expertise in transactional dealings such as bank loans or investor dealings, or even to just get the house in order as they look to the future for a potential exit. Regardless the reason, we typically don’t replace a bookkeeper or a tax advisor. We are a strategic thought leader your team needs to efficiently grow and build better.

Yes. Our Local Fractional team loves staying in our lane and focusing on being the best fCFO you will find, but a good part of that is bringing solutions to our clients. We have integrated bookkeeping and tax partners to solve for your needs.

Yes! We can provide all things financial services, but we also have brilliant partners who we work with to provide our clients with everything from CMO, COO/Integrator, CTO, and more. We can also source through those leads a fully integrated team across all facets of your business. Set a meeting and lets discuss.

Click the gold message bubble in the bottom right of any page on our website. Feel free to ask Peggy, our brilliant Pegasus Assistant, all of your finance related questions. We hope this will help you understand and gain better insights so our conversations with you can be as helpful as possible!