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Fractional CFO Consultant

Dedicated CFO Consultant For Small to Medium Size Businesses.

At Pivotal CFO, business owners and executive teams can get the specialized attention their business deserves with a fractional CFO consultant who is focused on growing revenue, achieving higher sales and optimizing cashflow.

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About Us

$10M+

New Revenue

100+

Businesses

1k+

Savings

Services

Our Fractional CFO Consulting Services

Get the strategic help you need to grow your business with our CFO consulting services.

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Cashflow Management

Monitoring and optimizing cash flow to ensure the business can meet its obligations, fund growth, and stay financially healthy.

Profitability & Cost Optimization

Identifying areas to increase margins, reduce unnecessary expenses, and improve overall financial performance.

Financial Reporting & Analysis

Delivering accurate and timely financial statements, KPIs, and actionable insights to support informed decision-making.

Financial Strategy and Planning

We develope long-term financial plans, forecasting, budgeting, and aligning financial goals with business objectives.

Our Vision

Our Mission

Our Goal

Achieving Real Results

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Creating Value Through Customized Business Solutions

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Continuously Improve Our Services To Meet Evolving Needs

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Ready to Increase Revenue, Improve Cashflow and Maximize Savings?

Take the first step today by partnering with a fractional CFO consultant who has the expertise to strengthen your financial strategy and elevate your business performance

Schedule a call

case studies

How We Helped Business Owners Meet Their Goals.

We’ve helped business owners streamline their finances, improve profitability, and gain the clarity they need to confidently make decisions and achieve their long-term goals. Read more on several case studies below.

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Commercial Real Estate Acquisition

We helped a business owner improve their cash flow and build up savings by identifying inefficiencies, cutting unnecessary expenses, and implementing smarter budgeting strategies. Over time, these improvements gave them the financial stability and confidence to invest in their own commercial real estate property—transforming overhead costs into long-term equity and a stronger financial future.

Cashflow Optimization for a Construction Business

We optimize their cash flow by streamlining project billing cycles, improving collections, and creating a more accurate forecasting system. These changes reduced cash gaps between projects, stabilized their operations, and gave them the financial flexibility to take on larger jobs with confidence. With better visibility and control over their finances, they were able to grow sustainably and stay ahead of unexpected expenses.

Experienced Fractional CFO Consultant Across Different Industries

With years of hands-on experience serving businesses across a wide range of industries—including manufacturing, healthcare, professional services, technology, and construction—a seasoned fractional CFO brings a deep understanding of what drives financial success in each unique sector.

From navigating industry-specific regulations to optimizing cash flow and scaling operations, you get strategic financial leadership without the full-time cost.

Whether you’re a startup looking for financial structure or an established business aiming for growth, an experienced fractional CFO provides the insight and support needed to make informed decisions and drive long-term profitability.

Industries we serve

Testimonials

Outstanding Customer Feedback

Our testimonials are a true testament of our commitmment to our clients. 

“Working with Pivotal CFO has been a game-changer for our business. Before, we were constantly stressed about cash flow and unsure how to plan for growth. Their expertise helped us streamline our finances, build up savings, and even purchase our first commercial property. I finally feel like I have a clear view of where we’re going and how to get there. Highly recommend!”

★★★★★

John Smith

Apex Enterprises

OUR news

Latest from Blog

Learn more about how your business can benefit from Fractional CFO consulting services and the many different ways to improve cashflow, increase revenue and minimize expenses.