Fractional CFO Services

Strategic finance leadership on your terms

Gain the insight of an experienced CFO without the overhead of a full-time hire. Mikel Consulting’s Fractional CFO packages deliver expert financial reporting, rolling forecasts, KPI dashboards, and investor-ready support tailored to your needs. Choose from flexible packages or custom retainers to get the right level of guidance, whether you’re a startup, scale-up, or established business. Experience scalable financial expertise designed to grow with your business.

Who Are Our Fractional CFO Services For?

You’re a founder, CEO, or business owner who:

  • Needs expert financial oversight without hiring full-time.

  • Wants better cash flow, reporting, or growth planning.

  • Is raising capital, scaling, or facing new financial challenges.

  • Feels financial blind spots are holding your business back.

Why Choose a Fractional CFO Company?

Your Pain Points

  • “I don’t know where my money goes.”

  • “Financials take too much of my time.”

  • “We’re growing, but our numbers aren’t investor-ready.”

  • “I want to focus on strategy not spreadsheets.”

Our Solution

  • On-demand, executive-level finance expertise at a fraction of the cost.

  • Monthly reporting, cash flow clarity, and data-driven advice.

  • Hands-on support for fundraising, board meetings, and big decisions.

  • Simple, flexible packages that scale with your business.

How Our Fractional CFO Services Work

  • 1

    Discovery Call

    Book a quick call to discuss your business goals, challenges, and which CFO package or custom solution fits best.

  • 2

    Proposal & Onboard

    You receive a tailored engagement proposal, sign the agreement, and complete a quick onboarding questionnaire.

  • 3

    Financial Health Review

    We deep-dive into your existing financials, systems, and data identifying opportunities, risks, and setting up secure data sharing.

  • 4

    Setup Dashboards & Models

    We build your custom KPI dashboards, forecasts, and reporting templates, tailored to your business model and goals.

  • 5

    Ongoing CFO Support

    Receive monthly reporting, regular check-ins, Q&A support, and scenario planning all with actionable recommendations.

  • 6

    Strategic Updates & Growth

    Continuous refinement as your business evolves—support for fundraising, board meetings, budgeting, and growth decisions.

Package Comparison Table

Lite
$2,500/mo		 Core
$4,000/mo		 Growth
$6,500/mo
Monthly Financial Review ✔Quick scan, basic notes ✔Full review, 1-pg summary ✔In-depth, CFO notes
Rolling Cash Flow Forecast ✔3 mo, simple update ✔12–18 mo, monthly ✔18–24 mo, scenarios
3-Statement Financial Model — ✔Custom model, 2x/yr refresh ✔Quarterly refresh, unlimited what-ifs
KPI Dashboard ✔Basic, 2–3 KPIs ✔Up to 8 KPIs, monthly ✔Custom, advanced, automated
Strategy/Check-In Call ✔1× 30 min/mo ✔1× 45 min/mo ✔1× 60 min/mo
Board/Investor Report — ✔Annual (PDF/deck) ✔Quarterly, board minutes
Investor Deck Review — ✔2x/yr (financials) ✔2x/yr (full deck)
Cap Table & Scenario Analysis — ✔Annual update ✔Quarterly + options
Fundraising Support — ✔1 round/yr (email/chat) ✔2 rounds/yr or 3hr/mo
Email/Slack/WhatsApp Support ✔Up to 5/mo ✔Up to 10/mo ✔Up to 20/mo
Annual Budgeting/Planning — ✔1× per year ✔Annual + semi-annual
Prefer transparent hourly support?
Ask about our custom retainer model for flexible, ongoing CFO support.

Client Spotlight: Lunata Beauty

Before pitching on Dragons’ Den, Lunata Beauty worked with Mikel Consulting for expert financial modeling, reporting, and investment prep. Our fractional CFO services helped them confidently present their numbers and secure a $250,000 investment offer. We continue to support Lunata post-funding with ongoing financial consulting as they grow.

Why Are We The Best Fractional CFO company?

  • CFO Expertise On-Demand

    Seasoned financial leadership for startups, scale-ups, and SMEs when and how you need it.

  • Proven Funding Results

    Our clients have raised millions, including successful Dragons’ Den deals and VC investments.

  • Flexible, Transparent Service

    Packages or retainers, responsive communication, and no-nonsense pricing. We adapt as your needs grow.

Frequently Asked Questions

  • A fractional CFO provides executive-level financial strategy, reporting, and decision support—just like a full-time CFO, but part-time and flexible. We help with everything from monthly financial reviews and cash flow forecasts to investor prep and board reporting.

  • Bookkeepers and accountants handle day-to-day transactions, taxes, and compliance. A fractional CFO focuses on higher-level financial analysis, strategy, and planning—helping you make better business decisions, raise capital, and grow profitably.

  • We offer flexible packages and a transparent retainer model—so you only pay for the level of support you need. You can move up, down, or customize your plan as your business changes.

  • Yes! We specialize in making your numbers investor-ready, building financial models, prepping decks, and supporting you during due diligence. Several clients have successfully raised capital—including on Dragons’ Den—with our support.

  • We set regular check-in calls, provide monthly reports and dashboards, and respond quickly to your questions via email, Slack, or WhatsApp. You’ll always know what’s happening and have a direct line to your CFO.

  • Yes, as your go-to fractional CFO for business startups, we work with early-stage, growth, and established companies across many industries. We help any business that needs real financial insight without the cost of a full-time CFO.

  • Absolutely. We often collaborate with internal and external teams to make sure your finance function runs smoothly.

  • We offer our fractional CFO services to businesses across North America! Our services are not geographically limited, so whether you're looking for a fractional CFO in Tampa, a fractional CFO in Maryland, or anywhere in between, we have you covered.

Get in Touch

Let’s Move Your Business Forward

  • Free, no-obligation strategy call

  • Responses within 24 hours

  • 100% confidential & tailored to you

Tell us a bit about your project, and we’ll connect you directly with an expert.

Explore Related Services

We have the expertise to unlock opportunities for your business growth, funding, and immigration success through our tailored business plans and strategic guidance. We specialize in creating comprehensive business plans for small businesses and big businesses alike; ensuring they meet the stringent requirements of financing institutions. If you're searching for “experienced business plan writers near me”, our business consulting team is ready to help you develop a winning strategy that gets results.

📞 Contact Us

🌍Office Locations

  • 2468 Scotia St, Vancouver, BC

  • 601 1st Ave S, Ste. 102 #2453, Seattle, WA

🇨🇦 You are viewing the Canada site | 🇺🇸 Switch to the US site

© 2025 Mikel Consulting All Rights Reserved