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Fractional CFO & Ongoing Financial Advisory & Coaching for Small Business Growth

Unlock expert financial coaching and strategic financial guidance with professional fractional CFO services —your Private Financial Advisory & Coaching solution.

Schedule Your Fractional CFO Consultation

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Finance Savvy CEO®

As your fractional CFO, we deliver ongoing financial coaching and strategic financial advisory tailored to small business owners and entrepreneurs. Think of us as A Financial Partner for Small Business Owners & Entrepreneurs, helping you make data‑driven decisions, optimize cash flow, and scale sustainably.

What Our Fractional CFO & Financial Coaching Covers

Ongoing Financial Advisory & Coaching

  • Monthly financial strategy & coaching sessions
  • Real‑time support & accountability
  • Financial health check‑ins

Cash Flow & Budget Management

  • Customized cash projection modeling
  • Budget planning and expense optimization

Strategic Financial Planning

  • Quarterly forecasts & scenario analysis
  • KPI development and tracking

Financial Reporting & Analysis

  • Customized dashboards
  • Board‑level reporting

Fundraising & Investor Support

  • Investor‑ready financial models
  • Pitch deck financials

Why Growing Businesses Choose Our Fractional CFO Services

Our Fractional CFO services give $1M+ businesses the financial clarity, forecasting, and strategic guidance needed to scale profitably, without the full-time CFO cost.

Executive-Level and Cost‑Effective Expertise

Executive-Level and Cost‑Effective Expertise

Actionable Financial Coaching

We don’t just report the numbers - we guide you in how to use them, sharpening your decision making.

Strategic Clarity

We align your financial strategy with your growth goals.

Scalable Support

Our services grow with you - add or refine as your business evolves.
Monthly financial analysis helping entrepreneurs make informed decisions

Who is this service best for?

  • Growing small businesses needing part‑time CFO expertise
  • Entrepreneurs lacking in‑house financial leadership
  • Companies seeking fractional CFO services without full‑time cost
  • Owners wanting high‑level strategic financial support

How Our Engagement Works

O1

Discovery Call

We assess your goals, define your priorities, and review financials.

O2

Onboarding & Engagement Setup

We align on dashboards, cadence, and tools.

O3

Monthly Advisory Sessions

We deliver hands-on strategic sessions and coaching.

O4

Quarterly Reviews

We deep‑dive into forecasts and adjust strategy.

“Thank you for all of the encouragement you gave me not only to be a Finance Savvy CEO®, but also to see my value and charge accordingly.”

I wanted you to know that I have submitted my first proposal to a new agency for training that was accepted and I am in the midst of submitting my 2nd.
Joy HankinsCEO of The Joy of Curls

“As a client of Marguerite I can tell you the MASSIVE growth of my business is directly attributed to investing in working with her.”

RUN - don't walk - to signing up for this. She has no idea I'm writing this completely unsolicited. If you are ready ti shift out of freelancer mode and into CEO mode, and you want to break out of limiting beliefs about your capacity to master money, get on this RIGHT NOW. That is all!! 👊🔥
Karen HiltonFounder and Chief Vision-Caster for Rock Your Vision

“A great experience & investment, I'd highly recommend!”

Marguerite is an expert in her field and has been an integral part of how I consider my business finances. She's patient and thoughtful and considers specific business nuances throughout financial planning. There wasn't a question she couldn't answer!
Kemba H.Founder & CEO, Hair Sense App

Frequently Asked Questions

A fractional CFO is a part‑time financial executive who provides strategic insights, financial leadership, forecasting, and all the benefits of an in‑house CFO without the full‑time cost.

Through monthly video calls, real‑time messaging, and a shared financial dashboard.

Absolutely! Our fractional CFO services include investor-ready models, financial pitch support, and financial due diligence preparation.

Ready for a True Financial Partner?

Let’s work together to elevate your financial strategy and coaching. With Private Financial Advisory & Coaching, you gain a dedicated fractional CFO invested in your success.

Apply to Work With Us