Fractional CFO Services

Dedicated to Empowering
Business Owners

OUR mission: empower and inspire entrepreneurs to achieve success.

Fractional CFO

Part-time CFO services, on-demand financial leadership, and operational expertise to businesses.

Controllership & Accounting

As your controller we are here to help you maintain the integrity of your business’s finances.


Our Strategy Session is here to help businesses with something specific around their business finances.

Summit CFO

At Summit CFO, we understand that running a successful business requires more than just a great product or service. It demands a keen understanding of finances, a strategic approach to decision-making, and a clear vision for sustainable growth. That’s where we come in. 

Having worked as real estate investors and accountants for many years, we established Summit CFO to support business owners like you in realizing their aspirations.

Summit CFO is committed to providing you and other business owners with the best CFO services possible. Our goal? to improve your financial plans, optimize processes, and direct you toward the optimal functioning of your company.

We customize our services to fit your specific goals, whether you’re a startup looking to build a strong financial foundation or an established business looking to maximize revenue. Our comprehensive solutions, which include risk management, financial reporting, budgeting, and forecasting, clear the path for your company’s success.

Get in touch with Summit CFO and allow us to assist you in realizing the most potential for your company. We will work together to overcome obstacles, traverse the financial environment, and reach new heights of prosperity. Your success is our top goal.

Ready to take your business to new heights? Get in touch with us to find out how Summit CFO can serve as your strategic financial partner at every turn. Your objectives are within reach; let’s accomplish them together!

Fractional CFO Companies: Why Summit CFO?

Summit CFO takes pride in being the best fractional CFO company. We offer a full range of services, including financial analysis, review and presentation as well as ongoing support. Our purpose is to be your guide. We bring an elevated experience through our tailored process:

Identify Your Starting Point

We will assess your finances in detail to ensure that we fully understand the scope of your company, identify any issues, and figure out how to solve them.

Find Clarity & Identify your Path

Our team will review the findings and make them easily understandable so that we can all be on one page.

Take Action

Identify action steps each month that will bring you and your business closer to reaching your potential and meeting your financial goals.

Reach your Summit

Take the steps identified each month to break through walls to turn your small working business into an empire.

Why Choose a Fractional CFO?

Imagine getting the expertise of a full time CFO at a fraction of the price – that’s what we do at Summit CFO

Consider this: the average annual salary for a full time CFO in the United States often exceeds $200,000, not including benefits and additional overhead costs. However, by opting for a fractional, part-time CFO, you unlock a multitude of benefits:

  • Cost efficiency: instead of shouldering the expense of a full time executive, fractional CFO services offer a flexible payment structure. You only pay for the time and services you need, significantly reducing your financial outlay. 
  • Expertise on demand: Summit CFO brings a wealth of experience and expertise without the commitment of a full time hire. When you hire a fractional CFO, you gain access to seasoned professionals who can swiftly address your financial challenges and strategic needs. 
  • Flexibility and scalability: as your business evolves, so do your financial requirements. Fractional CFO services with Summit CFO provide the flexibility to scale up or down as needed, ensuring you receive tailored support that aligns with your growth trajectory. 
  • Diverse skill set: with part time CFO services from Summit CFO, you can tap into a diverse pool of talent from our highly skilled team. These professionals often have experience across various industries and specialties, offering a breadth of knowledge that can benefit your business.
  • Strategic partnership: Summit CFO fractional CFOs are not just about the numbers. We are your strategic partners invested in your success. We provide valuable insights, robust financial planning, and guidance to help you navigate your unique, complex challenges while capitalizing on opportunities and exceeding your goals and expectations. Whether you need a CFO for small business, or you want to take your medium sized business to the next level – we have you covered.

By choosing a part time CFO, you not only save on costs but also gain access to top tier expertise and strategic guidance for your business’s needs – ultimately, propelling your business towards sustainable growth and financial prosperity. 

At Summit CFO, we redefine the role of a CFO. We offer innovative solutions to achieve your business’s goals, leveraging real time data and unparalleled insights with actionable strategies. We are your partner along the way and fully invested in your success. Whether we are providing meticulous oversight through our Controllership services, full fractional CFO services, or one-off strategy sessions – we navigate and climb that summit alongside you when you hire part time CFO services.

The team at Summit CFO is not simply advisors or CFO consultants; we are your partner invested in your business’s unique needs and aspirations. From fueling growth to achieving peak efficiency, orchestrating a successful exit or expanding your business nationwide, our approach is tailored to your specific goals. We dive deep into your business, crafting bespoke solutions that deliver tangible results. 

Part Time CFO With Summit CFO

Having a dedicated part time CFO can be a game changer for your business. Summit CFO brings you top tier financial forecasting, robust strategy development, and agile implementation – all delivered remotely. Our team offers the same caliber of expertise and hands on guidance as an in-house CFO but with the flexibility to adapt to your evolving needs. Gain insight, clarity, and guidance aimed at boosting your profit margins and cash flow, unlocking new opportunities and new doors for your business.

Our role transcends that of a traditional CFO or accounting firm. We know you have your choice of fractional CFO companies, and Summit CFO is committed to bringing innovative, cutting edge services to your business. With our fractional CFO services, your Summit CFO Financial Guide will create a personalized scoreboard and an action plan to help you understand your overall financial health and improve your finances based on the results of our thorough evaluation. 

Alongside virtual CFO services, Summit CFO provides meticulous controllership services to managing your accounting functions with precision, taking the chaos of managing the accounting processes in your business and helping you create the order you need to understand your finances each month.

Not sure where to start? Maybe you have a question or concern about a particular financial issue, or you would like to know more about how you can build a strong financial foundation? Schedule a strategy session today. 

Partner with Summit CFO and let us navigate every financial decision, big or small, and reach your business’s summit.

Hire Fractional CFO Services

Unlock your business’s financial power

Are you ready to tap into greater cash flow within your enterprise? Summit CFO clients redeploy their cash flow to:

  • Profit more
  • Expand their business
  • Invest in their children’s futures
  • Gain financial freedom to work less and enjoy time with friends and family
  • Enhance transferable value to prep for eventual business exit
  • Explore the world and travel more
  • Invest in a new family home
  • Reward yourself for your CEO efforts with an elevated quality of life
  • Leave a strong legacy behind for your community and your family

CFO Services For Small Business

In the dynamic landscape of small business operations, financial management is pivotal for sustained success. Enlisting a fractional CFO can be a game-changer for your venture. Small businesses often face unique financial challenges, and a fractional CFO brings specialized expertise honed through diverse experiences, offering tailored solutions that address your specific requirements. 

While the expertise of a full-time CFO may seem desirable, it can be financially burdensome for small businesses. Fractional CFO services provide access to seasoned professionals at Summit CFO at a fraction of the cost, allowing you to optimize your budget without compromising on quality. A fractional CFO goes beyond number crunching; they serve as strategic partners invested in your business’s growth. By analyzing financial data and market trends, they help devise actionable strategies to maximize profitability and mitigate risks. 

Additionally, outsourcing financial management to a fractional CFO frees up your time and resources, enabling you to focus on core business operations and driving growth initiatives. In essence, partnering with a fractional CFO empowers your small business with the financial acumen needed to thrive in today’s competitive landscape, paving the way for long-term success and prosperity. 

FAQs for Fractional CFO Services

What is a fractional CFO?

A Fractional CFO, also known as an outsourced CFO, is a financial professional who provides part-time CFO services, on-demand financial leadership, and operational expertise to businesses. They offer strategic financial guidance, help with decision-making, and manage financial operations, offering a cost-effective alternative to a full-time CFO. If you have growth goals, it always helps to hire fractional CFO services.

When should I consider hiring a CFO part time?

Fractional CFOs are ideal for businesses that need strategic financial support but may not require a full-time CFO. If you’re experiencing growth, facing financial challenges, planning for expansion, or need to improve financial management, a Fractional CFO can provide targeted assistance without the full-time commitment.

How does hiring a fractional CFO benefit my business?

Collaborating with a Fractional CFO brings expertise without the overhead of a full-time executive. You gain access to seasoned financial professionals who can provide strategic insights, optimize financial processes, enhance profitability, and guide your business towards sustainable growth. This partnership allows you to focus on core business activities while having a seasoned financial expert by your side.

Is a fractional CFO suitable for startups or small businesses?

Absolutely!  Fractional CFOs are a valuable resource for startups and small businesses that may not have the resources for a full-time CFO. CFO services for small businesses can help establish sound financial practices, secure funding, navigate financial challenges, and create a solid foundation for growth. As your business scales, the Fractional CFO’s role can adapt to your changing needs. This is why many people choose small business CFO services. 

You should have confidence when you hire a part time CFO. Summit CFO provides specialized CFO services in Austin, Boston, New York, Denver, Portland, and Santa Ana, California, to match your specific requirements. Our team is available to maximize your financial plan, whether you need Part-Time CFO solutions in Boston and New York or Fractional CFO experience in Austin. We provide top-notch knowledge to support the financial performance of your company, offering anything from full-scope CFO services in Utah, Denver, and Portland to specialized Part-Time CFO services in Santa Ana, CA. Summit CFO is your reliable partner in accomplishing your business objectives, regardless of where you are located.