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Fractional CFO Leadership and Strategy

Does any of this sound like you? 

  • You’re still the one owning the finance seat, even though you know you shouldn’t be.
  • Financial planning and budgeting is taking too long, and it still doesn’t feel reliable.
  • You’re making critical decisions without full financial visibility (aka “flying blind”).
  • Your business is growing, but growth is creating more complexity, not more clarity.
  • You know the business can do more, but you’re not fully confident in the path forward.

That’s when it’s time for a CFO who can truly own the finance seat.

At Clara CFO, we provide CFO services only.

We do this so that we can hyper-focus on the things that will really move the needle in your business when it comes to profits, scalability, and your ability to step into visionary leadership.

We lead your internal accounting team and partner with your bookkeeper and CPA, so we’re all working together toward your goals.

We use our unique Financial Clarity Solution to get results for our clients every step of the way.  

How our fractional CFO support works:

Step 1: Financial Health Assessment

  • Initial assessment of overall financial health  
  • CFO’s analysis with 8 financial metrics  
  • CFO recommendations  
  • Diagnostic in nature  
  • 1-hour Meeting with CFO  
  • 1-2 week timeline  

Investment: $1,000

Step 2: Strategic Financial Foundation Project

  • Accounting and reporting clean-up  
  • Strategic budget development  
  • KPI Development  
  • CFO support for identified issues  
  • Tactical in nature  
  • 2-3 month average timeline  

Investment: average project cost between $10,000-20,000

Step 3: Ongoing Fractional CFO Support

    • Financial leadership  
    • Financial analysis and decision support  
    • Forecasting and scenario analysis  
    • Business advisory (including systems and vendors)  
    • Financial review  
    • Cash flow management  
    • Bank, board, and management reporting  
    • Ongoing monthly service  

    Investment: starting at $3,500 per month

    "Working with Clara CFO Group has been an absolute game-changer for our business."

    Last year, we decided to implement EOS, and by chance, Clara was also beginning to do the same. We initially invited our CFO, Laura, to our quarterly planning meetings but quickly realized the value she could bring to our weekly L10 meetings. Giving her insight into the day-to-day operations provided her with a deeper understanding of our business, and her support in strategic planning has been invaluable. Laura has been a fantastic sounding board for the changes we’ve made, always keeping the best interests of the company at the forefront. She now runs our L10 meetings, manages her own company and individual rocks, and owns the scoreboard – her contributions have truly elevated our success

    Kara McKeage, Pepper’s Personal Assistants  

    "Hannah has been key in helping me make smart, strategic financial decisions to take my business in the right direction."

    When I first met Hannah, I was feeling very overwhelmed with the financial piece of my business. I didn’t have a very clear picture of what my overall margins were as our financials were a bit disorganized. Hannah guided our bookkeeping team to properly classify and reorganize our financials which gave us so much clarity into our margins and operating expenses. On top of that, she is friendly, approachable, and truly cares about the success of her clients. I can’t recommend her enough!

    Jessica Principe, All Girls Shave Club

    "From the very first step of the intake process we have felt like we are in capable hands."

    Our CFO has been invaluable to use in the last year and a half providing a beautifully structured and thoughtful way to be thinking about our financial strategy as well as our operational details which is quite different than our previous accounting support (night and day really). 

    – Happy Client  

    "Thank you for your partnership and guidance to help me achieve my goals!"

    At the beginning of the year, I expressed a goal of having $1M in the bank. Now, at the end of the year, it’s closer to $2M!

    – Happy Client  

    Why Clara CFO Group?

    9

    Financial Leadership with Purpose in Mind: We balance financial growth with our clients’ deeper purpose, such as creating opportunities, fostering a great workplace, and making an impact.

    9

    Exclusively CFO Services: We’re focused entirely on financial strategy. We are not an accounting firm where fractional CFO services are one of many others. We recommend vetted/trusted bookkeepers and other resources where needed.

    9

    Women-Owned Perspective: This brings a collaborative and empathetic approach rooted in the values of inclusivity, care, and empowerment, ensuring financial strategies reflect a commitment to clients’ missions and impact.

    9

    Knowledge That Enables, Not Overwhelms: We strive to simplify complex data so founders can make confident, informed choices without needing to become financial experts themselves.

    9

    High-Touch, Accessible Team: Clients have regular check-ins and on-demand access to a team that shares a cohesive process, ensuring continuity and expertise beyond what a solo consultant or disconnected advisors at a large firm can provide.

    9

    Proven Process for Financial Confidence: A structured approach that reveals where clients stand, delivers early wins, builds a solid financial foundation, and provides ongoing CFO leadership.

    9

    Deep Commitment to Founders: We understand and care about the personal stakes and vulnerability tied to financial decisions, providing thoughtful advice that ensures founders are rewarded for the risks they take as entrepreneurs. This equips founders to step into the visionary role they’ve always envisioned.

    9

    Profitability with Integrity: We focus on maximizing profits through sustainable, holistic strategies, helping founders grow their business without resorting to short-term cost-cutting ‘hacks.’

    Are you ready to bring this kind of leadership into your team?

    We can’t wait to hear from you.

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