CFO Expertise • Operational Insight • Executive Strategy
Fractional CFO Mentorship
This is for experienced finance professionals who are exploring—or already working in—the fractional CFO space and want to build a sustainable, high-impact practice without repeating the costly trial-and-error most people go through.
This is not a certification program or a generic coaching package. It’s a practical, experience-based mentorship designed around how I’ve built and evolved my own fractional CFO practice over time.
Most people entering fractional work are technically strong but underprepared for the realities of the role. The work isn’t just financial. It’s operational, interpersonal, and strategic. You’re often stepping into family-owned or founder-led businesses where the numbers are only part of the story—and where clarity, judgment, and trust matter as much as technical skill.
In this mentorship, I work directly with CFOs to help them:
- Design a fractional practice that fits their strengths, values, and lifestyle
- Move beyond “reporting” into real decision support and operational influence
- Learn how to sit at the table as a trusted advisor, not just a numbers expert
- Navigate difficult conversations with owners, partners, and management teams
- Avoid common early mistakes around pricing, scope, boundaries, and client selection
- Build a practice that is sustainable, flexible, and aligned with long-term impact
A significant part of this work focuses on how to think, not just what to do. We spend time on judgment, sequencing decisions, reading organizations, and understanding where a CFO can create leverage beyond the financial statements.
This is especially valuable for CFOs who:
- Are transitioning out of corporate roles and into independent or fractional work
- Feel confident in finance but less certain about operations, people dynamics, or advisory positioning
- Want to build a practice that supports both impact and lifestyle—not just billable hours
- Are looking for a sounding board as they shape their business model in real time
The structure is intentionally flexible and month-to-month. Most engagements run approximately six months, though timing varies based on where someone is starting and what they’re building. The work evolves as the CFO’s practice evolves.
This mentorship is not about scaling a firm or creating a large organization. It’s about building a thoughtful, high-value practice that works—for the CFO and for the businesses they serve.
If you’re considering fractional work, already doing it, or trying to refine how you show up as an advisor, this offering is designed to meet you where you are and help you move forward with clarity and confidence.
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