Strategic CFO Services Designed for Growing Businesses

EvolvCFO
Core SErvices

We help business owners turn financial chaos into clarity so they can intentionally scale with confidence. We do this by improving three critical areas of your business:

REPORTING (AWARENESS)

Every dollar has an intended use. Financially proactive.

  • Turn insights into direction.

  • Clear financial strategies tied directly to your financial plans, growth goals, and primary aim.

Fractional CFO Reporting

PLANNING (INTENTIONALITY)

Become hyper-aware of the company’s financial performance.

  • See the truth behind your numbers.

  • Clean, accurate, and timely financials that give you real visibility into performance.

Fractional CFO Planning

CONTROL (DISCIPLINE)

Consistently deliver on intentions through systemization.

  • Execute with consistency.

  • Systems, accountability, and controls that keep your business on track.

Fractional CFO Control

We don’t just manage numbers, we align your financial engine with your Primary Aim, so your business becomes a vehicle for the life you actually want.

Fractional Financial Services

Strategic Packages

Strategic

Growth

Full financial department

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Strategic

Insight

Advisory and coaching

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Strategic

Support

Coaching and supportive involvement

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THE EXPERIENCE ACCORDING TO OUR CLIENTS

  • “We’ve been with them a short amount of time, and already they’re plugging holes. They’ve even found thousands of dollars in missed opportunities for us. I feel like now I have a strategic partner, and we are really making things happen and preparing to scale the business in a way we haven’t done before. I’m very thankful for them.”

    -Mike Staver, Business Coach

  • “It has literally changed me and my company - If you don’t know where you are with your finances, and you’re not good with your finances like I was, I would highly encourage you to have a conversation with Fred and Landon. The reason why is where my company is at right now because of these guys. It has radically changed everybody's attitude and belief in the company. It has given me, the founder of Inline Fence and Railing, such an amazing peace. It’s bought me my freedom back.”

    -David Ortiz, In Line Rail & Fencing

  • We trialed EvolvCFO during a period of rapid growth. I needed someone with experience to help us forecast and build a real plan and they delivered. Their support paid for itself within the first few weeks."

    - Cody Fisher

Strategic Packages Deliverables

Strategic

Insight

  • P&L, Balance Sheet, Cash Flow Forecast

  • Regular Planning Meetings

  • Always a phone call away, Licensed CPA

  • Quarterly Plan

  • Relationship Management

Strategic

Support

  • P&L, Balance Sheet, Cash Flow Forecast

  • Budget vs. Actual Reporting

  • Regular Planning Meetings, Monthly Close

  • Always a phone call away, Licensed CPA

  • Weekly Cash Position & Financial Scrum

  • Bookkeeping, Quarterly Plan, Software & Integration

  • Relationship Management

  • A/P & A/R

Strategic

Growth

  • P&L, Balance Sheet, Cash Flow Forecast

  • Budget vs. Actual Reporting

  • KPI Dashboard

  • Segmented Reports

  • Regular Planning Meetings, Monthly Close

  • Always a phone call away, Licensed CPA

  • Weekly Cash Position & Financial Scrum

  • Bookkeeping, Quarterly Plan, Software & Integration

  • Monthly S&OP

  • Quarterly Review & Annual Budget/Tax Prep

  • Relationship Management

  • A/P & A/R

  • Cash Management & Payroll

Fractional CFO FRequently Asked Questions

A Fractional CFO is an experienced Chief Financial Officer who provides strategic

financial leadership on a part-time or outsourced basis. You get executive-level financial

expertise without the cost of a full-time CFO.

What is a Fractional CFO?

1

Bookkeepers record transactions. CPAs focus primarily on tax compliance and

reporting. A Fractional CFO helps drive business growth through financial strategy,

forecasting, cash flow management, KPI tracking, profitability analysis, and decision

support.

How is a Fractional CFO different from a CPA or bookkeeper?

2

We primarily serve growing small and mid-sized businesses that need sophisticated

financial leadership but are not yet ready for a full-time CFO. Our clients span

construction, professional services, manufacturing, healthcare, home services, and

other growth-oriented industries.

What types of companies do you work with?

3

What size company is the right fit for Evolv CFO?

4

Most of our clients generate between $1 million and $50 million in annual revenue,

though we work with businesses outside that range when there is a strong strategic fit.

Why Businesses Choose EvolvCFO

If you need greater visibility into financial performance, stronger strategic planning, or improved operational controls, EvolvCFO provides the expertise and support needed to help your business scale confidently. Our in depth engagement model allows companies to access the right level of financial leadership without the cost of a full-time CFO.

Reporting provides clarity. Planning creates direction. Control builds stability. Together, they create a stronger business!

Let’s Work Together

If you're interested in working with us, complete the form with a few details about you and your financial goals! We'll review your message and get back to you as soon as possible!