Explore Our Services
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
What We Offer
What is a Fractional CFO?
A Fractional CFO is a senior financial executive who provides strategic CFO-level services on a part-time or project basis, typically working 1–2 days a week per client. The role is designed to close the CFO Gap for companies between $1M and $10M in revenue.
The CFO Gap is the stage at which a company has grown too complex for bookkeeping alone but is not yet large enough to justify a full-time CFO. It typically occurs between $1M and $5M in revenue, but certainly before the top end of the $1-$10M revenue band. The Fractional CFO model addresses precisely this gap.
Generally speaking, a Fractional CFO tends to the Financial Architecture of a business. The overall design of a company's financial systems, including reporting structures, forecasting models, capital allocation frameworks, and ownership boundaries. This is the CFO's primary contribution to a scaling company.
Read more about our approach to the Fractional CFO model.
Let's Talk About What You Actually Need
No two businesses are the same. So why should financial services be one-size-fits-all?
At Lunch Money CFO, we start with where you are and what's keeping you up at night:
Are you guessing about cash flow every month?
Do you need a strategic partner but can't justify a full-time CFO?
Are you preparing for growth (or exit) and need someone to guide the process?
Below are the four ways we typically work with clients. Most businesses need some combination of these—and that's exactly how we build our partnerships: around you, not around a template.
Inquire about our services here.
-
Strategic Financial Leadership, On Demand
This is the core partnership—ongoing strategic support that helps you make better decisions, faster.
You get a seasoned CFO in your corner: someone who understands your business, tracks what matters, and helps you navigate growth, cash flow, pricing, fundraising, and everything in between.
We meet regularly, build the models you need, create dashboards that actually help, and give you the clarity to lead with confidence—not constant second-guessing.
(Monthly Partnership)
-
Get Your Financial Engine Running Smoothly
Strategy only works if the foundation is solid. This tier is about making sure your books are clean, your systems are efficient, and your financial operations don't create chaos.
Whether you need controller-level oversight, help automating bookkeeping, or someone to optimize your close process—we'll build the infrastructure that lets you scale without breaking.
This can be a standalone service or paired with Tier 1 CFO support.
(Monthly retainer)
-
Targeted Expertise When You Need It Most
Not every business needs ongoing support—but when a specific challenge or transition hits, you need someone who's been there before.
Whether you're building a financial model, preparing for M&A, navigating a cash crisis, or implementing new systems, we deliver focused expertise without the long-term commitment.
-
DIY Tools for Business Owners Who Want to Build It Themselves
Not ready for hands-on support? Start here.
We've built plug-and-play templates, dashboards, and frameworks that give you the structure to manage your finances more effectively—without hiring a CFO.
These are the same tools we use with clients, packaged for business owners who want clarity but prefer to do the work themselves.
(Coming soon)
Not Sure Which Tier Fits?
Let’s start with a conversation.
We'll talk through where you are, what's keeping you up at night, and recommend the right level of support—whether that's ongoing partnership, a focused project, or a template to get you started.
No pressure. No cookie-cutter pitch. Just clarity on what makes sense for your business.
Inquire about our services:
Our Process
Plan with Purpose
Together, we outline a path forward that’s realistic, strategic, and tailored to your specific needs.
Collaborate Openly
You’re part of the process. We keep communication open and decisions shared—no black boxes or surprises.
Flex and Stay Agile
Every project is different. We stay flexible and responsive to make sure the process fits your flow—not the other way around.
Deliver Lasting Momentum
When we deliver, it’s not just a finished product— it’s a solution you can trust, backed by real care and effort.