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Fractional CFOs for 7&8 Figure Businesses

We specialize in forecasting and financial strategic advising for 7&8 figure businesses. Our core emphasis is on training the owner and the financial team to better understand their financial metrics and systems. We are NOT bookkeepers or accountants who added on CFO services. We're a team of business operators who have led, scaled, or owned 7&8 figure companies. We meet business owners where they are, train them to the level they need to be in par with their CFO or Fractional CFO so we can collaborate as an equal partnership.

  • Min project size
    $1,000+
  • Hourly rate
    $100 - $149 / hr
  • Employees
    10 - 49
  • Year founded
    Founded 2019

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    Our Story

    You wouldn't expect two Drs. Of Physical Therapy to be running a financial services firm, but here we are. After building a 7 figure marketing company serving healthcare practices, we noticed a trend - none of our clients knew their margins and sales metrics. We spent most of our time sitting and training our clients to understand how to understand their financial metrics to help them see the value we were bringing. In 2021, we went all in on financial training and Fractional CFO services.

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