Who is a Fractional CFO and What Does He Do? - Executive Pro Tem
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Who Is A Fractional CFO?

What Services Does an Outsourced CFO Provide?

what does a fractional CFO do

A trusted advisor who will walk beside you as we implement positive movement in your business.

Photographer Zsun Fu

Business owners from different industries have at least one thing in common ​— it’s lonely at the top.

They ​are frustrated and have no one to talk to about the issues they are facing. Sometimes a spouse or mentor can help; a board can help, but many decisions require context. It's important to understand things such as what is going on in the business, how ​​personalities come in to play, and where ​you are trying to go. The person who can see the problem in a similar way is the person that can help ​you make better decisions.

As a Fractional Business Leader, I will do more than fill the role of CFO/COO, I will become your trusted advisor​ — someone to listen, help ​you problem-solve and to stand beside ​you during the process.

​Together, we can start to address things such as:​

a fractional cfo can shine a light on issues

Photographer Riccardo Annandale

  • ​What is the best way to implement accountability?
  • ​What is the best way to hire people who fit my company culture?
  • ​What is succession planning and when should I start?
  • ​What is a Statement of Cash Flow (and why does it matter)?
  • ​What is culture in a business (and how do I implement a new one)?
  • ​What is a performance management system?
  • ​What is change management (and does my business need it)?

Shelly Heller, President

Allied Shipping & Packaging  |  Dayton, Ohio

What started as a strategy session became a trusted advisor relationship.


Dan has an ability to keep us focused on the important issues by keeping everyone accountable.  He is a collaborator that makes the team feel comfortable with him as we continue to change and improve.


What I can do for you as your fractional executive

Practical Areas I Can Help as a Fractional ​CFO P​lus

​Working with a variety of industries from marketing agencies to manufacturers to technology providers, to nonprofit social service agencies and universities, I have found the common thread is often the need to become a better manager​ ​and to instill professional management within in the organization.  

Remember the Peter Drucker quote on management and leadership? 

These are areas where I can assist in management, but keep in mind that assisting in leadership requires  a better understanding of you, your team and where you want the business to go.​​

Not ready for a longer engagement? 

A facilitated, one-day strategic planning session may be the right choice for you.

​Gap Analysis and needs assessment

 Accountability systems and processes

 Financial Forecast and Analysis

 Cash Flow Analysis

 Strategy Facilitation

 Sales and Operations Alignment

 Succession Planning

​Establishing an Advisory Board

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Outsourced Executive services that Build Corporate Performance

​As an experienced ​executive leader, I am competent to assist you with any of the following (and a whole lot more).

  • ​Strategic Planning and Execution
  • ​Multi-Million Dollar P&L Management
  • ​Revenue and Profit Growth
  • ​Business Start-up, Growth, and Turnaround
  • ​Repeatable Process Development
  • Market and Customer Expansion  
  • ​Leadership Development
  • ​Board Relations and Governance
  • ​Business Continuity Planning
  • ​Mergers and Acquisitions
  • ​Strategic Client Relationships
  • ​Safety Culture Development

​Now that we have ​an understanding of what a Fractional CF0 Plus does, it's time to ​look at how I will work with you to get things done.

Ready to take your business to the next level?

Contact Dan for a no obligation consultation today!