Fractional CFO
PLAN AHEAD WITH A CLEARER FINANCIAL PERSPECTIVE.
You’re thinking about what’s next for your business and want to be more intentional about how you move forward.
Instead of reacting as things come up, you’re looking for a clearer way to plan ahead, think through your options, and approach the future with confidence.
Investment starts at $4,000 per month
OUR APPROACH
What This Looks Like In Practice
This is where the focus shifts from understanding the present to planning for what’s ahead.
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We take a more forward-looking view of your business, helping you think through what’s coming and how to prepare for it. With a clearer sense of direction, you’re able to approach growth more intentionally instead of reacting as things unfold.
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That perspective gives you the ability to plan ahead, navigate change with more confidence, and move forward with a stronger sense of where you’re going.
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Investment starts at $4,000/month
Need additional support, like invoicing, bill payments, or contractor support?
Dedicated Support
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Dedicated account manager
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Ongoing communication and support (24-48hr response time)
Financial Management
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Weekly bookkeeping
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Monthly financial reporting with performance insights and KPIs
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Accounts receivable and payable tracking
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Semi-annual financial review meetings
Advisory & Planning
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Budgeting and forecasting
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Scenario planning and financial modeling
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Strategic guidance on growth, hiring, and profitability
Tax Support
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Annual tax filings (business & personal)
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Quarterly tax estimates
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Semi-annual tax planning meetings
WHO WE WORK BEST WITH
We’re best suited to support service-based businesses that:
Provide expertise as their primary offering (consultants, agencies, legal, tech, wellness, and similar fields)
Are led by a single owner
Operate within the United States
Have a small team, typically under 10 people
Generate between $500K and $5M in annual revenue
A Message From Keila
ABOUT FRACTIONAL CFO
Curious about our Fractional CFO service? Let's dive in! This quick video offers a glimpse into what this package entails, how we can support you, and why it's a game-changer for your business.
"The best part of working with Little Fish is the complete comfort I have with relinquishing the well-being of my business. The entire team is so knowledgeable and explains things in such an easy way. I understand what I need to do at all times and the impact on my business more broadly. They see the business I am building and encourage me to lean into the financial decisions necessary to make that business a reality!"
Rachel Bosch
FRINGE PROFESSIONAL DEVELOPMENT
GETTING STARTED
Working Together
Application
We take on a limited number of clients to ensure each relationship receives the level of attention it deserves. The application gives us a sense of your business and what you’re looking for.
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If it feels like a strong mutual fit, you’ll be invited to schedule a Discovery Call.
Discovery Call
We’ll talk through your business, your goals, and what you need so we can recommend the right level of support and ensure it’s the right fit.
Initial Diagnostic
Each engagement begins with an Initial Diagnostic, where we take a deeper look at your financials to understand how everything is currently set up and where things stand today. This gives us a clear picture of what needs attention before moving into onboarding. The process typically takes about one month.
Onboarding + Service
We complete onboarding by addressing the items identified during the Diagnostic, bringing everything into a clean, consistent state.
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Once everything is in order, you transition into ongoing services with a strong foundation in place.
Meet Keila
YOUR DEDICATED FRACTIONAL CFO PARTNER
Your account manager is a true partner to your business, ensuring you have the financial clarity and support to thrive. Keila will handle budgets, analyze performance, manage taxes, and provide guidance on all financial matters. Think of her as your personal financial strategist, helping you make informed decisions and achieve your professional goals.
Favorite Movie?
Love Jones
Dream Vacay?
Somewhere with a beach and a cold beer!
Super Power?
I would swim like a fish!
