SERVICES
MASTERY FRACTIONAL CFO SERVICES
What we do:
-
A fractional CFO is a part-time CFO (Chief Financial Officer) who partners with small and mid-sized growing businesses (typically between $1MM - $40MM in annual revenue) that need financial expertise & leadership in managing their financial operations, but that may not have the resources or budget to afford a full-time CFO.
-
Our solutions provide the financial management and planning capabilities that are required to successfully grow a business (including budgeting, forecasting, and project planning).
-
We work as an independent contractor and don’t require a physical presence in your company’s office.
-
We contribute consistent and on-going guidance toward your goals.
-
We typically work with the owner and/or CEO, and other key stakeholders to put together strategies, execute upon the plans, and make course corrections along the way – all based on the metrics from the business, and our financial & business expertise.
-
We endeavour to ensure the company’s resources are allocated efficiently, profit is maximized, and financial risks are minimized.
-
In a nutshell, we help our clients
-
Leverage their time (with executive-level financial leadership and management).
-
Increase cash flow, profit, company value and company scalability.
-
Reduce stress.
-
Achieve clarity with respect to their business’s finances – NOTE: as a business leader, you’ve got to be looking at your numbers!
-
Have a business that can run without them.
-
-
We collaborate with tax accountants and other 3rd parties in support of our clients' businesses.
-
We don’t do taxes, and with respect to bookkeeping, we prefer to provide technical oversight & support, without doing the bookkeeping ourselves (although we can help you get caught up and establish efficient systems and processes).
-
Many of our clients have full-time on-staff bookkeepers; some have independent contractors. We can help you get set up with a bookkeeper, if required.
-
WHAT SETS US APART
We bring more than just number crunching to your business. We offer a unique blend of strategic foresight, disciplined execution, and a deep understanding of the human elements that drive a successful business.
Strategic Vision: We don’t just look at where your business is today; we strategize for your future. Our goal is to help you navigate the financial landscape with foresight and agility.
Disciplined Execution: Strategy is only as good as its implementation. We pride ourselves on disciplined follow-through, ensuring that the strategic plans we develop don't just stay on paper but become a reality, driving real results for your business.
People-Centric Approach: Finance isn't just about numbers; it's about people. Our approach goes beyond the balance sheet to understanding the people behind the numbers - your team, your clients, your culture. This enables a more effective and empathetic financial leadership style, tailored to your unique business environment.
We offer the expertise you need with the personal touch and commitment of a dedicated team. Let's achieve your financial goals together.
Ryan Chenier, MBA
Founder & CEO
Mastery Fractional CFO Services