Learn more about what we can do for you
About Fractional CFOs
What is a fractional CFO? A fractional CFO is an experienced financial leader who works with your business part-time or on a project basis. You get strategic financial expertise—without the cost or commitment of a full-time hire.
Why do we need a fractional CFO? Your bookkeeper and accountant handle the past (transactions, reconciliations, taxes). A fractional CFO helps you navigate the future. We bring a strategic lens to your financials, helping you prioritize investments, forecast cash, model growth, and make confident decisions.
When are we ready for a fractional CFO? If your business is growing, but you’re starting to feel like you’re flying blind, you’re probably ready. Some common signs: * You’re making big decisions based on gut feel instead of clear financial data * You’re unsure how long your cash will last or when you can afford to hire * You’ve outgrown your bookkeeper or are spending too much time in spreadsheets * You’re thinking about raising capital, expanding, or improving margins, but don’t know where to start A fractional CFO helps you step out of reactive mode and lead with clarity. We help you get a handle on the numbers, build a plan you can trust, and make confident decisions that support your growth.
Services & Scope
What services do you provide? ​We offer fractional CFO services built for real-world growth. Our services include cash flow forecasting, financial planning and analysis (FP&A), pricing strategy, KPI dashboards, working capital optimization, and support for investor readiness or M&A. We also help align finance with sales, operations, and HR for sustainable growth.
What businesses do you work with? ​We specialize in service-based companies—especially BPOs, RPOs, agencies, and consultancies—typically between $1M and $50M in annual revenue.
Do you do bookkeeping or taxes? We don’t offer standalone bookkeeping. However, clients who engage Rockbridge for fractional CFO support can access integrated accounting services as part of a broader financial partnership. That means we can manage your books as part of a seamless, strategic engagement. We don’t prepare tax returns, but we’re happy to coordinate with your tax accountant to ensure everything’s clean, complete, and ready when it’s time to file.
Can you help with fundraising or acquisition? ​Absolutely! We can get your financials in order, build models and pitch decks, and serve as a strategic partner through the process. Think of us as your behind-the-scenes financial co-pilot.
Do you work with international or remote teams? ​Yes. We’ve led finance across multiple countries and time zones. Whether you're expanding globally or already operate in multiple markets, we understand the financial, legal, and operational complexities involved.
What kind of results should we expect? ​While every engagement is unique, clients often see improved cash visibility, better decision-making, stronger margins, and more confidence in their growth path. Our goal is to create clarity that drives real outcomes.
Engagement Details
How does a typical engagement work? ​We start with a discovery call to understand your goals, challenges, and financial landscape. From there, we tailor an engagement that fits your needs.
How much time will you spend with us? It varies based on your size, complexity, and goals. But most retainer clients can expect a blend of weekly touchpoints and behind-the-scenes support, typically totaling 6–15 hours a month. Rather than tracking hours, we focus on delivering strategic value. The retainer model gives you consistent access to a seasoned financial partner who’s thinking about your business even when you’re not in a meeting.
Do you offer hourly or one-off services? Our model is built around monthly retainers because they deliver the best results. A retainer allows us to stay aligned with your goals, act as a true strategic partner, and proactively drive results over time. ​ That said, we occasionally take on short-term, project-based work when there’s a clear scope and timeline.
What systems do you work with? ​We’re tool-agnostic but experienced with platforms like QuickBooks, Business Central, Sage Intacct, Planful, HubSpot, and more. If you’ve got financial or operational data, we’ll help you put it to work.
Will you work with our bookkeeper or tax firm? ​Definitely. We often collaborate with internal or external accounting teams to ensure everything is aligned. Think of us as your financial strategist. We connect the dots and drive decisions.
Is our financial information secure? ​Yes. We take data security seriously and follow best practices around access control, encryption, and confidentiality. We only use secure platforms and never share your information without permission.
Do you work with clients outside the U.S.? ​Yes. We have experience working with global teams and multi-entity structures across North America, EMEA, APAC, and LATAM. If you're managing complexity across borders, we can help you make sense of it all.