Fractional CFOServices
CFO Support Designed for Every Business Stage
This structure is ideal for businesses across:
Construction • Real Estate • Nonprofits • Retail • Manufacturing • Life Sciences • Technology • Pharmacies • Hospitality • Professional Services
Entry Level
Basic CFO Oversight
Perfect for: Startups, Solo Professionals, Early-stage Nonprofits & Associations, Local Service Firms
Foundational financial oversight for small or early-stage organizations. Ensures financial compliance and supports basic planning needs.
Included Services:
- Monthly financial statement review
- High-level budgeting & basic forecasting
- KPI tracking & performance review
- Operational insights on request
- Tax & compliance coordination
Ideal for businesses under $5M in revenue
Mid-Level
Strategic CFO Partner
Perfect for: Multi-location Retailers or Hospitality, Growing Construction Firms, Mid-Sized Nonprofits, Tech Startups, Pharmacies
Hands-on financial strategy and planning support for growing businesses. Includes forecasting, analysis, and leadership collaboration.
Included Services:
- Monthly strategic financial meetings
- Multi-scenario forecasting
- Budget development & performance analysis
- Cash flow management
- Investor reporting & pitch support
- Pricing & margin analysis
- Financial tech stack consulting
Ideal for businesses under $5M–$20M in revenue
Advanced Level
Comprehensive CFO Leadership
Perfect for: Manufacturing & Life Sciences, Real Estate Developers & Franchise Groups, Large Nonprofits with Grants/Reporting
Full-spectrum CFO engagement for complex businesses needing high-level strategy, modeling, and executive-level involvement.
Included Services:
- Weekly executive finance meetings
- Advanced modeling & decision analysis
- Transaction support (M&A, due diligence)
- International & multi-entity strategy
- Internal finance team mentorship
- Risk & compliance oversight
- Board meeting prep and participation
Ideal for businesses over $20M in revenue or high complexity
Ready to Add Executive-Level Financial Strategy?
Let us help you find the tier that fits your needs.
Fractional flexibility. Full-time financial clarity. Request a Consultation to learn how Berndt CPA can deliver CFO-level support—without the full-time cost.
