Fractional CFO

We Serve

Partner with us to help grow your business

Behind every successful business is a skilled CFO. Many startups and small businesses recognize the need for this expertise but struggle to attract or afford a full-time in-house CFO.

That’s where we come in. We partner with you to drive business transformation, increase profits, and amplify your impact—at a fraction of the cost of hiring a full-time CFO.

Strategic Analysis and Financial Modeling

Helps funds and businesses make data-driven decisions by providing in-depth financial analysis and forecasting. We create detailed financial models to assess various business scenarios, evaluate investment opportunities, and optimize financial strategies. By combining strategic insights with accurate financial projections, we empower you to plan for growth, manage risks, and make informed decisions that align with your long-term goals.

Annual Budgeting and Forecasting

Plan for the year ahead by creating detailed budgets and accurate financial forecasts. We work with you to align financial goals with operational strategies, ensuring effective resource allocation and performance tracking. By providing clear insights into cash flow, revenue, and expense projections, we help you manage risks, optimize performance, and stay on track to meet your financial objectives.

Defining KPIs to Evaluate Business Performance

Establish key performance indicators (KPIs) to measure and track progress toward their strategic goals. We work with you to define the most relevant metrics for your business, whether financial, operational, or growth-oriented, ensuring you have clear, actionable insights.

Ongoing Review and Analysis of Financial Performance

Provides continuous monitoring and assessment of your business’s financial health. We regularly analyze key financial metrics, comparing actual performance to budgeted goals, and identify trends, risks, and opportunities for improvement.

Ongoing Oversight of Financial Reporting and Operations

Ensures your business’s financial reports are accurate, timely, and compliant. We provide continuous monitoring of financial operations, overseeing everything from daily transactions to quarterly and annual reporting.

Cash Flow Analysis & Advisory

We provide meticulous weekly bookkeeping and data entry services to keep your financial records accurate and up-to-date. From organizing transactions to maintaining your ledgers, we ensure everything is ready for seamless reporting and analysis, giving you more time to focus on growing your business.

Treasury Management

Effective oversight of your business's cash, investments, and financial risks. We provide strategic guidance on liquidity management, cash flow forecasting, and optimizing cash reserves, while also ensuring that your business remains compliant with financial regulations.

WHY HIRE US

Expert financial leadership, strategic insights, and operational oversightto help meet financial goals

How Can My Business Benefit from Pathway?

Expert Financial Leadership: Gain access to experienced CFOs who provide strategic guidance and financial oversight tailored to your business's needs.
Cost-Effective Solutions: Receive high-level financial expertise at a fraction of the cost of hiring a full-time, in-house CFO.
Streamlined Financial Operations: Benefit from optimized cash flow management, budgeting, forecasting, and efficient financial reporting.
Informed Decision-Making: Leverage detailed financial analysis and insights to make data-driven decisions that drive business growth and profitability.
Scalable Support: Our flexible, scalable services grow with your business, adapting to increasing complexity as you expand and evolve.

How it Works

Due Diligence

We conduct a thorough assessment for each client request to ensure alignment with your values, goals, and capacity.

Onboarding Process

Our onboarding process ensures a seamless start by assessing your needs, aligning on goals, and establishing clear communication for a strong partnership foundation.

Assessment

We assess a variety of factors, such as the complexity of your financial operations, the volume of transactions, the level of service required, and the specific goals of your business. By considering these elements, we create a customized pricing plan that ensures you receive the right level of support at a cost that makes sense for your business. Whether you're a startup or an established company, our approach ensures that you get the most value for your investment.