Fractional CFO Services for Small Businesses

A fractional CFO is an experienced Chief Financial Officer who works with a business part-time. Sunderland Valley Enterprises provides fractional CFO services to small businesses that need senior financial guidance and are not ready to hire a full-time executive.

Jacqueline Oberst served as CFO of two growing companies, holds a Master of Science in Data Analytics, and is a Certified Exit Planning Advisor. She is also the author of Looks Profitable.

What is included

Cash flow forecasting
Profitability analysis by service, customer, or location
Budgets and forecasts
Monthly financial review with the owner
Key performance indicators and dashboards
Preparation for lenders, investors, or a future sale

Who it is for

Businesses with roughly $250,000 to $25 million in annual revenue
Owners making decisions about hiring, pricing, or expansion
Companies preparing for a loan, new investment, or a sale

Talk through your numbers with a former CFO
30 minutes, no cost, with Jackie directly.

Book a Free 30-Minute Call

What a fractional CFO helps you decide

Owners usually seek this help at a turning point. Revenue is growing and cash is still tight. A lender is asking for projections. A new hire or a second location is on the table. A fractional CFO studies the numbers behind each of these decisions and explains the options in plain language.

A central part of the work is finding where the business earns its best margins, so growth adds profit as well as revenue.

Frequently asked questions

Based in Southern Nevada? See Fractional CFO Services in Las Vegas.

What does a fractional CFO do?

A fractional CFO manages the financial strategy of a business on a part-time basis. The work includes cash flow forecasting, budgeting, profitability analysis, financial reporting, and guidance on major decisions.

How is a fractional CFO different from a bookkeeper?

A bookkeeper records and reconciles transactions so the books are accurate. A fractional CFO uses those books to forecast, analyze, and advise. Sunderland Valley Enterprises provides both services.

How are fractional CFO services priced?

Fractional CFO services are billed as a monthly fee based on the scope of work, which is agreed before the engagement begins.

When does a small business need a fractional CFO?

A business benefits from a fractional CFO when financial decisions have outgrown what monthly bookkeeping can answer. Common triggers include rapid growth, tight cash, a loan application, or plans to sell.

Do you work with businesses outside Las Vegas?

Yes. Services are delivered remotely to clients across the United States.

Talk through your numbers with a former CFO

30 minutes, no cost, and you will speak with Jackie directly. Bring your questions and your latest statements if you have them.