Fractional CFO Services

Smart Decisions, Big Results

We serve as your financial GPS, guiding your business toward success with smart strategies and expert advice.

Morgan and a client

You might need a Fractional CFO if…

  • If you’re eager to grow but feel like the financial side of things is a bit too complicated, a Fractional CFO is like your personal guide for expansion.
  • If your finances feel more like a guessing game than a strategy, a Fractional CFO can bring clarity and a roadmap to make smarter, more confident decisions.
  • Whether you’re making an acquisition, investment, or launching something huge, a Fractional CFO has your back, helping you plan and manage the financial side of all those exciting changes.
  • A Fractional CFO is your secret weapon for spotting cost-saving hacks, optimizing pricing, and making sure every penny counts.
  • Outgrowing your current financial system? A Fractional CFO will help streamline things and make sure your operations run smoothly and efficiently as you grow.

Signature Fractional CFO Service

Our Fractional CFO services are like having a financial superhero on your team! They keep your business on track with expert advice, from managing cash flow and budgeting to spotting opportunities for growth. With monthly check-ins, you’ll get clear, actionable insights to boost your financial performance, stay ahead of the game, and make smarter, more confident decisions.

What’s Included:

  • Financial Modeling & Analysis
  • Strategic Planning
  • Financial Forecasting & Budgeting
  • Monthly Financial Reporting
  • Monthly Strategy Session
  • Unlimited Email & Phone Support

Starting at $1500 / Month*

*Pricing is based on complexity of services.
Financial Modeling & Analysis
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Strategic Planning
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Financial Forecasting
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Budgeting
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Financial Reporting
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One thing I liked about using baneBerry is Morgan!

She is always available and is so incredibly helpful. Business acquisition has been a breeze with her support and help. Thank you, Morgan!

Ann Zissu
Scale Food Labs
Morgan has been our bookkeeper from the start.

She set up our books and systems right away and was super helpful in helping me understand how things work in the bookkeeping world. I would highly recommend baneBerry to any business that needs a bookkeeper who is knowledgeable, dedicated, and responsive. Morgan is always friendly and super efficient, completing all that is needed to run a business smoothly.

Tad Tandler
Tad's Dad's Chili
Morgan has helped compile all the expenses for my business to prepare for taxes.

Her help has saved me several hours in trying to do it all myself. And the best part is I finally don’t have to worry about getting my taxes done on time!

Jason B.
Mountain State Landscape Services, LLC
We cannot say enough good things about Morgan and how easy she is to work with.

As other reviews have expressed, Morgan always goes above and beyond to address any of our needs and requests. Once Morgan was on our "team" I felt 10 times better about our accounting.

Justin Chinchen
Custom C.
Morgan is always willing to help in any way that she can.

She has done a great job and has improved many things for our company since she started. I have found the experience to be positive and helpful. It is easy to talk with Morgan about different situations and ideas. We are glad Morgan is here.

Anna Moore
Brighton Pediatrics
I don’t know what I would do without Morgan.

Her eye for detail and numbers is a lifesaver to me in my business. This is finally one area of my business that I don’t have to stress over anymore and I can focus on running the other aspects of my business.

Linda J.
Mountain Man Welding and Fabrication, Inc.
Morgan is great to work with!

We have complex invoicing and payroll needs and she managed the chaos and ever-changing needs so well!

Carly Szymanski
Confidence Interval
Morgan does an awesome job!

I was looking for someone to take care of my bookkeeping to get it off of my plate. Morgan stepped in and handled everything where I didn’t have to worry about a thing. Best investment!

Hannah Waldrup
Dear Brunch Design
Step 1

Book an Intro Call

This is where we get to know each other! I want to learn about you, your businesses, and how I can best support your financial needs and goals. Book an intro call with me to get started.

Step 2

Sign Up

Once you’re officially a client, you’ll receive access to the secure client portal to upload important documents like bank statements and receipts.

Step 3

Relax & Enjoy

I’ll take it from here! You can relax and enjoy the peace of mind that comes with knowing your business finances are in good hands.

You’ve got questions. We’ve got answers.

What does a Fractional CFO do?

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What’s the difference between a Fractional CFO and CFO Advisor?

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How can a Fractional CFO save me time?

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How can a Fractional CFO save me money?

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What types of businesses do you work with?

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When is the best time to hire a Fractional CFO?

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How much participation will my business have?

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Should I tell my staff that we are working with a Fractional CFO or is it confidential?

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What information do you need as a Fractional CFO?

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Do I have to have a QuickBooks Online subscription to work with you?

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Do I have to sign a contract?

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Do you provide ongoing support?

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