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SC

Summit CFO Advisory

Fractional CFO services for growing businesses

◆ Premium Example Listing Accounting & Bookkeeping
Company Size
👥 2–10 employees
Service Area
📍 Nationwide
Pricing
💲 Monthly retainer
Experience
🕐 9+ years

About Summit CFO Advisory

Summit CFO Advisory provides fractional and part-time CFO services to companies doing $1M-$20M in revenue. We help with financial modeling, fundraising prep, board reporting, cash flow management, and strategic decision support. Our clients typically bring us on as their first financial leadership hire before they need a full-time CFO. Engagements start at 8 hours per month.

Service Highlights

  • ✓ Fractional CFO (part-time)
  • ✓ Financial modeling & forecasting
  • ✓ Fundraising & investor prep
  • ✓ Board & investor reporting
  • ✓ KPI dashboard setup
  • ✓ Cash flow management
  • ✓ M&A due diligence support
🌐 Visit Website (external link)

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