Most small businesses don't need a full-time CFO. They need the right financial leadership a few days a month — someone who knows the numbers cold, sits at the decision table, and turns your books into a plan. That's Elev8 CFO.
For owners doing roughly $500K–$10M who are scaling, raising, or simply tired of flying blind.
You're past survival mode. Revenue is real, the team is growing, and the decisions are getting bigger — a new hire, a second location, a price change, a slow season to ride out. But the financials that should guide those calls are stuck in last quarter's QuickBooks.
A fractional CFO closes that gap. You get a seasoned financial partner — backed by hands-on experience across construction, lending, and service businesses — who forecasts your cash, finds your margin, and gives you the number behind every decision, in plain English.
It's the financial leadership of a much bigger company, scaled to what you actually need.
Every CFO engagement runs on our live FP&A platform: a 13-week cash flow forecast, dashboards for revenue, margin and EBITDA, a financial health score, and what-if scenario modeling — all built straight from your ledger and delivered as a branded report each month.
See it live on your strategy call →Rolling 13-week and 30/60/90-day forecasts so you see a gap weeks before it arrives.
Profitability by job, product, or service — and the pricing moves that fix it.
The handful of metrics that actually drive your business, current and on one screen.
A standing financial review — clear, candid, and focused on the next decision.
Model a hire, a price change, or a slow quarter before you commit a dollar.
A financial leader at the table for the decisions that shape where you're headed.
Bookkeeping records what happened; tax prep reports it to the government. A fractional CFO is forward-looking — forecasting cash, analyzing margins, and guiding decisions. It works best on top of clean books, which we can also handle.
Typically owner-operated businesses from roughly $500K to $10M in revenue that are scaling, hiring, raising capital, or simply want to stop making big decisions on a gut feel.
No — but it's better when they connect. The CFO work runs on your numbers, so clean books make it sharper. Many clients bundle all three under one roof.
A few days a month, on a flat monthly engagement scoped to your needs — not hourly, not a full-time hire. We'll define the scope after your strategy call.
Absolutely. A live walkthrough of the dashboards, cash forecast, and scenario tools is part of every strategy call.
Thirty minutes. Your numbers, examined honestly. One clear next step — and a look at the platform. Pick a time below.