CFO & Advisory Solutions

Fractional Advisory services and support from LedgerFlare gives you the power of high-level financial management without expanding your team. We have an expert for every industry specific opportunity and project that you want to tackle. 

Strategic Roadmap

The hardest part of a project can be deciding how to get started. You know you need to be doing things differently, but what are the root issues, and what should you tackle first? CFO Solutions can help you break down the issues and work up a plan.


When we engage with our clients in the planning process, we listen for desired benefits, pain points, key requirements, organizational priorities, and constraints. We consider the existing infrastructure and business environment to help our clients leverage investments and make smart changes.

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How Our Advisors Deliver

LedgerFlare advisors will sit down with you to understand your business. They will advise exactly what financial management and strategies will help you towards your next business goal. The daily work is customized to each business. The process is fluid based on the projects and priorities that come across your desk. Some of the areas where we frequently provide support are:

Cashflow Modeling

We will define the low points and opportunity areas to more effectively manage your cash as a business.

Bi-Weekly Reviews

Video calls with your advisor and specific recommendations based on your business performance and goals.

Profit Margin Maximization

Are you charging enough given your expenses? We will review your current pricing to determine if your products or services are priced appropriately to maximize profits.

Budget Planning

Will prepare a quarterly budget and measure performance against that budget to keep the business on track.

Capital Fundraising

Assist in the fundraising process. We do this by collaborating on pitch deck preparation with the leadership team, and representing the financial expertise to investors and institutions.

Employee Utilization

Optimize maximum efficiency and profitability. We analyze billable hours, reduce downtime, and enhance workforce productivity for smarter financial management

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FAQ

A Fractional CFO is a part-time or outsourced Chief Financial Officer who provides high-level financial strategy, forecasting, and management without the cost of a full-time CFO.
Startups, growing small-to-medium businesses (SMBs), and companies that need financial expertise but don’t require a full-time CFO benefit the most. This service is ideal for businesses managing rapid growth, cash flow challenges, investor relations, or financial restructuring.
  • Financial Strategy & Planning
  • Cash Flow Management
  • Budgeting & Forecasting
  • Financial Reporting & KPI Analysis
  • Fundraising & Investor Relations
  • Mergers & Acquisitions (M&A) Support
  • Profitability Optimization
  • Risk Management & Compliance
If your business requires financial expertise but doesn’t justify a full-time CFO salary, a Fractional CFO is a cost-effective solution.

Consider hiring a Fractional CFO if you’re experiencing:

  • Cash flow struggles
  • Inconsistent profitability
  • Difficulty securing funding
  • Rapid growth but lack financial structure
  • Investor or lender reporting needs

Need immediate advice?
Book a meeting with an advisor.

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.

Book an Advisory Meeting