Serving New York Virtually
Fractional CFO and CMO — New York City
Local Fractional provides partner-led fractional CFO and CMO services to New York businesses generating $2M–$50M in revenue. The Fractional CFO Partnership is a flat $5,000–$10,000+/month retainer (with a lighter $2,500/month Fractional Executive Advisory tier for businesses with clean books), delivered remote-first to New York businesses, with travel for board meetings, planning, and other key on-site moments. Co-founders Chris Gauvin and Taber Wetz lead every engagement directly.
Dallas-based financial leadership, delivered virtually to New York businesses.
Why would an NYC business hire a CFO who isn't in New York?
Because the Manhattan cost base is priced into most local firms' fees, and it does not do anything for your business. We are a Texas firm, we do not keep an office in New York, and we price on scope rather than postcode — so an NYC client pays the same as a Texas one for the same work. That is the honest version of the pitch.
What you should actually interrogate is who does the work. A great many firms serving New York match you to a consultant from a bench, and the person who wins the engagement is not the person who runs it. Every Local Fractional engagement is led personally by a founding partner — Chris Gauvin or Taber Wetz — with controller-level support underneath where the books need rebuilding rather than just reporting. The same person is in the room in month one and in month thirty.
NYC engagements run remote-first, the way they do for our clients nationwide, with travel for board meetings, investor conversations, diligence and anything else that genuinely needs someone present. Cloud accounting means a remote CFO sees precisely what an in-office one would; what determines whether the arrangement works is cadence, not proximity. See how the engagement model works.
New York capital markets set the standard your reporting has to meet, and that standard does not vary by state. If your numbers have to survive an investor, a lender or an acquirer reading them line by line, they have to be right — and that is a question about the work, not the address.
The New York Business Landscape
New York has the highest concentration of growth-stage businesses in the US. It also has the highest cost of fractional executive services. Those two facts create a gap — companies that genuinely need CFO-level guidance but cannot justify $300K+ for a full-time hire, and cannot find affordable fractional options in their own market.
Businesses in Manhattan, Brooklyn, Queens, and across the boroughs face financial pressures that are unique to this market: high commercial rent, a competitive labor environment where retention costs are real, and a tax landscape that requires careful planning at both the state and city level.
Professional services firms, SaaS companies, and CPG brands in NYC often reach a point where the founder can no longer manage the finances alongside everything else. They need someone who can build a real financial infrastructure — forecasting, cash flow management, KPI tracking — without the cost of a full-time executive. That is exactly what we do.
NYC Boroughs and Metro Areas We Serve
The five boroughs and the wider metro are served on identical terms — no travel surcharge, and no difference in access between a Midtown client and one in Stamford or Jersey City. What changes between them is the shape of the business, and the reporting follows the business rather than the postcode.
Manhattan — Midtown, FiDi & Flatiron
Professional services, financial firms and venture-backed technology. Partner distributions, project-level profitability and reporting that has to survive an investor reading it line by line are the recurring asks.
Brooklyn — DUMBO, Williamsburg & Gowanus
Consumer brands, food and beverage, creative studios and light manufacturing. These engagements turn on inventory timing, wholesale terms and channel-level margin far more than on the utilisation questions that dominate across the river.
Queens — Long Island City & Astoria
Distribution, construction, specialty trades and a deep base of family-held operators. Job costing and work-in-progress schedules are usually the gap between the books and reality — see our construction and contracting practice.
The Bronx & Staten Island
Established local operators across home services, healthcare and logistics, frequently first-time CFO engagements. The immediate need is a close that closes on time and a 13-week cash view; strategy is worth little on top of numbers nobody believes.
Long Island — Nassau & Suffolk
Manufacturing, healthcare practices and second-generation family businesses. Succession and exit readiness come up here more than anywhere else in the metro, and both are years of work rather than a transaction.
Westchester & the Hudson Valley
Professional services, healthcare groups and mid-market operators that have outgrown a bookkeeper while a full-time CFO is still some way off. That gap is the whole of what we do.
Hudson County, NJ — Jersey City & Hoboken
Financial services, technology and a fast-growing consumer base. Multi-state payroll and nexus questions arrive early here and are usually handled late, which is an expensive order to do them in.
Fairfield County, CT — Stamford & Greenwich
Investment firms, holding companies and their portfolio operators. Consolidated reporting across entities, and management accounts an LP will accept, are the standing requirements.
How Virtual Delivery Works
If you can use Zoom, we can meet you in your office. Our clients in New York get the same weekly check-ins, financial reporting, and strategic guidance as our Dallas clients. The only difference is the time zone — and even that is only one hour.
Every engagement starts with a deep-dive into your business: financials, operations, competitive landscape, and goals. From there, we build a working rhythm — typically weekly or biweekly calls, shared dashboards, and async communication through Slack or email as needed.
The virtual model is not new for us. It is how we have delivered results for clients across the country since day one. You get the same rigor and responsiveness as a local hire — without the local price tag.
What does a fractional CMO do for a New York business?
New York has no shortage of marketing spend and a real shortage of people who can say which of it produced profitable revenue. A fractional CMO owns that answer: positioning, the offer, channel mix, funnel maths, and the discipline of killing what does not work. It is an executive seat, not an agency retainer.
It is led by our marketing partner rather than folded into the finance work. Many clients engage it independently. Where the CFO side also runs, attribution improves sharply: the books confirm which campaigns actually converted to cash.
Typical New York engagements sit with SaaS and B2B companies needing a pipeline model an investor will accept rather than a dashboard of activity, with consumer and DTC brands whose blended acquisition cost is hiding one channel subsidising three, and with agencies and studios where account profitability drives everything and nobody is measuring it.
Current pricing and the engagement structure are on the CMO page. The CFO side exists for the companies whose more urgent gap is financial visibility.
Also Serving Nationwide
Who you will actually work with
Worth being concrete about, because it is the difference that matters most. A great many firms match you to a consultant from a bench, and the person who wins the engagement is not the person who runs it. Here every engagement is led personally by a founding partner — the same person in month one and in month thirty.
Chris Gauvin
Co-Founder & Fractional CFO
Leads finance engagements personally — monthly close, cash-flow forecasting, lender and board reporting, and exit preparation.
Taber Wetz
Co-Founder & Fractional CFO
Leads finance engagements personally, with a focus on forecasting, pricing and margin work, and preparing a business to be sold.
Melissa Valdez
Fractional CMO
Leads the marketing practice — positioning, channel mix and the funnel maths that says which spend actually produced revenue.
Explainers
The questions that come up before anyone signs anything, answered in one picture each.
Fractional vs Interim vs Full-Time CFO
Three different instruments. Which one your situation actually calls for.
What a Fractional CFO Costs
The three tiers, what each includes, and why we price on scope not location.
CFO + CMO: Who Owns What
Two silos, one bridge. Marketing knows what it spent; finance knows what came back.
Your First 90 Days
Books cleaned, a cash view you can rely on, then the decisions those two change.
The 13-Week Cash Flow Forecast
Cash in, cash out, and the balance week by week — far enough ahead to act.
New York & NYC Metro — Common Questions
What fractional CFO services are available in New York, NY?
Monthly close and management reporting, 13‑week cash-flow forecasting, budgeting and variance analysis, KPI scorecards, lender and investor reporting, pricing and margin work, and exit or sale preparation. Engagements run as a fixed monthly scope rather than an hourly rate, so the cost is predictable from month one.
How do I find a fractional CFO in NYC?
Ask three questions of anyone you shortlist. Who actually does the work — the person in the meeting, or someone junior behind them? Is it the same person every month? And will they sit in front of your bank, your board or your buyer? A great many NYC firms match you to a consultant from a bench. At Local Fractional a founding partner leads every engagement personally and does not rotate off it.
Do you have an office in New York City?
No, and we would rather say so than imply otherwise. We are a Texas firm serving clients across the country, New York included, and NYC engagements run remote-first with travel for board meetings, investor conversations, diligence and other moments that genuinely need someone in the room. Cloud accounting means a remote CFO sees precisely what an in-office one would. What actually determines whether it works is cadence — a standing session where decisions get made — not postcode.
What fractional CFO services are available in Brooklyn?
The same scope as Manhattan. Brooklyn engagements skew toward consumer brands, food and beverage, creative studios and light manufacturing, so they more often turn on inventory timing, wholesale terms and channel-level margin than on the professional-services questions that dominate across the river.
What is the difference between a fractional CFO and a fractional controller in NYC?
A controller owns accuracy — the close, the reconciliations, the books being right. A CFO owns the decisions those books inform: pricing, capital, forecasting, what to do next. They are one silo, not competing options, and most engagements need both. We lead with the CFO and put controller-level support underneath where the books need rebuilding rather than just reporting.
Do you offer fractional CMO services in New York as well?
Yes, and it is a separate discipline led by our marketing partner rather than a CFO wearing a second hat. It runs alongside a CFO engagement or entirely on its own. It earns its keep fastest at the seam between the two: marketing knows what it spent, finance knows what came back, and remarkably few businesses have both facts in one report.
How much does a fractional CFO cost in New York?
We price on scope rather than on postcode, so New York rates match our Texas rates — which is the point. A Manhattan cost base is priced into most local firms' fees whether or not it does anything for your business. Most engagements land well below the fully loaded cost of a full-time CFO once salary, bonus, benefits and payroll taxes are counted.
Do you serve the wider New York metro — Long Island, Westchester, New Jersey and Connecticut?
Yes, on identical terms. Nassau and Suffolk, Westchester and the Hudson Valley, Hudson County in New Jersey, and Fairfield County in Connecticut are all served the same way as the five boroughs, with no travel surcharge and no difference in access.
Ready to Talk?
No pitch, just a conversation about your business and where you want to take it. We will figure out together if there is a fit.
Book a Free ConsultationOr email info@localfractional.com