Fractional CFO and
Controller Services
Big financial decisions deserve better than a gut feeling.
Get a dedicated CFO advisor or controller who already knows your
numbers and how to leverage them.
Start Making Decisions with Confidence
As a small business owner, you probably don’t need a full-time controller or CFO. But you do need someone who can look at the numbers and tell you what those numbers mean for the decision you’re making right now.
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Can I afford to bring on another employee?
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Should I take that big contract?
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What happens to my cash if revenue dips for two months?
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Is this investment paying off?
One Team. Nothing Lost in Translation.
Most fractional CFOs work independently. At LedgerWay, your CFO advisor works in tandem
with your accounting and tax team. Same data. Same context. Same firm.
CFO Advisory That Scales
with Your Business
Our fractional CFO services are built for growth-minded small businesses that are ready for a strategic financial partner and the clarity to make confident decisions.
Controller
- Monthly close oversight & sign-off
- GAAP-compliance review of revenue recognition, accruals, deferrals
- Management of bookkeeping team (internal or outsourced)
- Management financial statements with variance commentary
- Chart-of-accounts governance & policy
- Accounting policy memos as needed (ASC 606, ASC 842, etc.)
- Audit-readiness review (annual)
CFO Advisory
- Weekly or bi-weekly strategic-finance working session
- Monthly board / investor reporting package preparation
- 13-week rolling cash forecast maintained & reviewed
- Fundraising support: data room, model, investor Q&A
- Banker / lender / investor coordination on covenants & reporting
- KPI scorecard with executive commentary
- Hiring plan & capacity model alignment with finance
- Strategic decision support (pricing, M&A, expansion)
Add-On Advisory Services
- Budget & Forecast Build
- KPI Dashboard & Management Reporting
- Cash Flow Management
- Business Valuation
- Financial Modeling
- M&A Due Diligence
Starting with Clean Books
CFO advisory works best when it’s built on an accurate financial foundation. LedgerWay’s bookkeeping and accounting team works alongside your CFO advisor, so once your books are current, the strategy can start.
What Our Clients
Are Saying
“The recommendations regarding debt management and cash deployment, balancing liquidity with investment that I received from my first quarterly, saves me enough money monthly to cover Their team’s fees. And I thought I had my financial act together. But their team is full of people who understand business, so I get smart advice.”
“Their attention to detail was impeccable, ensuring that no aspect of our financial situation was overlooked, also keeping us on top of important deadlines and “ball in court” tasks. Their proactive approach and willingness to answer all my questions instilled a sense of confidence and trust in this CPA team’s abilities. I would highly recommend your services to anyone in need of expert financial guidance and support.”
“The team is incredibly knowledgeable, responsive, and proactive in helping me manage my finances. They have provided valuable insights and advice that have helped me make better financial decisions. I highly recommend this accounting firm to anyone in need of expert financial guidance.”
“LedgerWay provides accurate and reliable financial statements and services. Their commitment to quality and client satisfaction is evident in every interaction you will have with them. Their leadership team, especially DeAnn, is an invaluable resource as her wealth of knowledge of the financial industry is unprecedented.”
“Just the other day he saw some trends in my business and asked to meet with me without my prompt. He dedicated an entire hour and gave us pertinent and actionable advice to make our business more efficient and profitable. If you are looking for a professional, timely and serious CPA look no more!”
“LedgerWay has been great to work with. The team is professional, responsive, and easy to reach when we have questions. They give clear advice and genuinely care about their clients.”
“Chase and his team have been very supportive, especially at this time, and helped us with our business transitions. They respond quickly and professionally. They assisted us with critical decisions and planning, working on our accounting, tax and payroll needs..”
Guides from our team
How to Hire a Fractional CFO: A 5-Step Guide
Read the guide
What Does a Fractional CFO Do? Guide for Business Growth
Read the guide
Should You Hire a Fractional CFO? A Complete Guide
Read the guide
Outsourced CFO Services: What to Include
Read the guide
Outsourced Chief Financial Officer: A Practical Guide
Read the guideReady to Make Decisions with Confidence?
Let’s start with a conversation about where your business is and what you’re trying to figure out.
What People Usually Ask Us
A fractional CFO is a senior financial strategist who works with your business on a part-time or ongoing basis, giving you CFO-level guidance without the cost of a full-time executive hire. At LedgerWay, your fractional CFO is part of the same team as your accountant and tax advisor, so the strategy is always built on the full picture of your finances.
Your bookkeeper keeps your records accurate and current. Your CPA handles tax strategy and filing. A fractional CFO sits above both. They interpret your financial picture and help you make strategic decisions around growth, cash flow, hiring, pricing, and capital. At LedgerWay, all three functions work together, which means you’re not managing three separate relationships or waiting for them to get aligned.
The right level of support depends on your business goals, the complexity of your financial operations, and the decisions ahead. We start with a conversation about your reporting, cash flow, and priorities, then recommend an engagement that fits your needs. Schedule a consultation to discuss your situation.
The clearest sign is when you’re making decisions — about hiring, growth, financing, or profitability — and you don’t have someone who can stress-test the numbers with you before you commit. Other common triggers: your revenue is growing but cash feels tight, you’re applying for a loan and need to understand what lenders will see, or you want to plan proactively instead of reacting to surprises. Most businesses engage us earlier than they expect to and say they wish they had done it sooner.
No. If you have a bookkeeping setup you trust, we can work with it. That said, our CFO advisory is most effective when it’s built on accurate, current books, and the integration between our bookkeeping and CFO teams is one of the things our clients find most valuable. We’ll be honest with you about whether your current setup is solid enough to build a strategy on.
Every LedgerWay client has a named CFO advisor, not a rotating pool of consultants. The same person knows your business, tracks your numbers over time, and is the one you call when something comes up. You’ll know their name.
Yes. We work with small businesses across the US. Everything runs through our secure client portal and your team is a message away, wherever you are.