Fractional CFO Leadership for the Decisions That Actually Move the Business
Financial modeling, capital raise support, and M&A guidance from a CPA who has been the CFO in the room for major M&A deals — without the full-time executive cost.
There's a point where a business needs more than clean books — it needs someone thinking two moves ahead. Strategy is fractional CFO leadership for that moment: building the financial model an investor will actually believe, preparing the numbers that hold up in diligence, and making the capital-structure and M&A calls that a founder shouldn't have to make alone.
This isn't a bookkeeper who learned to talk about strategy. It's 20+ years of executive finance experience — CPA-credentialed, with a strong track record in M&A transactions and capital raised — applied directly to your business.
Executive-level financial leadership, sized to what you need
Financial modeling
Investor-ready models built to withstand real diligence — not just look good in a pitch deck. Built around how your business actually generates revenue, not a generic template.
Capital raise support
From readiness assessment through data room preparation and investor conversations — informed by a strong track record of capital raised across prior engagements.
M&A guidance
Buy-side or sell-side support, informed by direct experience across numerous completed transactions — financial due diligence, deal structuring input, and post-close integration planning.
Executive-level advisory
The CFO seat at the table, on a fractional basis, for the decisions that need it — board reporting, cash strategy, and the calls that shouldn't wait for a full-time hire.
A track record, not a title
Most fractional CFO services are staffed by generalist accountants offering "strategic advisory" as an upsell. Strategy is led by someone with an actual track record in the specific, high-stakes moments this tier exists for — raising capital, executing M&A, and building the financial infrastructure that supports both.
The addition of an MIT AI & ML certification also means the financial modeling and reporting infrastructure built here is designed for how finance actually works now — not five years ago. Dashboards and automation that keep pace with a growing business, not a static spreadsheet that's out of date within a quarter.
Built on real deal experience
- Extensive M&A transactions led or advised
- Strong track record raising capital for clients
- 20+ years of executive finance experience
- CPA credentialed, MIT AI & ML certified
- Trusted by finance and ops leaders at SI Corporate, Dominion Canada, Tactic Canada, and Fulfillment USA
Three steps to CFO-level financial leadership
Book a free consultation
We review where your business stands today — books, reporting, and the decision you're facing (a raise, a deal, or general strategy).
Scope the engagement
Modeling, capital raise support, M&A guidance, or ongoing advisory — scoped and priced against what your business actually needs.
Ongoing CFO partnership
Fractional CFO leadership at the pace your business needs it — from a single model build to an ongoing seat at the table.
Common questions
How is a fractional CFO different from a full-time CFO?
You get executive-level financial leadership — modeling, capital strategy, M&A guidance — without the full-time salary, equity, and overhead. It's built for businesses that need CFO-level thinking but not CFO-level headcount yet.
When should a business bring in a fractional CFO?
Common triggers: preparing for a capital raise, evaluating or executing an acquisition, outgrowing spreadsheet-level financial planning, or needing investor-grade reporting for the first time.
Do you work with businesses preparing for their first fundraise?
Yes — this is one of the most common reasons clients engage Strategy, and it draws directly on a strong track record of capital raised across founder-led and growth-stage businesses.
What does a Strategy engagement cost?
It depends on scope — a one-time financial model build, ongoing monthly advisory, or project-based M&A support are priced differently. We'll scope cost against what your business actually needs on the free consultation call, rather than quoting a flat rate blind.
Can Strategy work alongside my existing bookkeeper or accountant?
Yes. Strategy sits above day-to-day bookkeeping — it's common to keep an existing bookkeeper in place while Strategy handles modeling, capital raise support, and M&A guidance. If your books need work too, Foundation can also run alongside it.
What if I only need bookkeeping right now, not full CFO strategy?
Start with Foundation — monthly bookkeeping and payroll built as the base layer, with a clear path to Strategy the moment you need it.
Ready for a CFO Who's Actually Done This Before?
Book a free consultation and find out exactly what a fractional CFO engagement should look like for your business.