Fractional CFO · Strategic Finance

The financial
partner you need.

CFO-level financial leadership for your business. We turn your numbers into clarity so every decision is backed by data.

Book a Free Consultation Our services →
10+
Years FP&A Experience
$2M to $20M
Revenue Sweet Spot
Fractional
Cost. Full CFO Thinking.
Cash Flow Forecasting Financial Modeling KPI Dashboards Strategic Planning FP&A Advisory Scenario Modeling Budget & Forecasting Cash Flow Rescue Cash Flow Forecasting Financial Modeling KPI Dashboards Strategic Planning FP&A Advisory Scenario Modeling Budget & Forecasting Cash Flow Rescue

The Gap

Your books tell you what happened. We tell you what's next.

01

There is a gap between your bookkeeper and a CFO

Most businesses at your stage have clean books and not much else. No cash forecast, no financial model, no one telling you what the numbers actually mean. We help bridge that gap.

02

The big calls are getting made without the right information

Hiring someone new, pushing into a new market, renegotiating a vendor contract. These decisions have real financial consequences and they deserve real financial analysis before you make them.

03

Cash surprises are a planning problem

Revenue growth feels good until cash gets tight and you're not sure why. A rolling forecast that gets updated regularly means you see problems weeks before they arrive instead of the day they show up.

04

Great CFO thinking shouldn't cost $300K a year

The salary for a strong full-time CFO starts at $300K and goes up from there. A fractional engagement gets you the same quality of financial leadership scoped to exactly what your business needs right now.

Services

What we do

Every engagement is scoped to your business. We offer ongoing retainer partnerships and focused project work based on your individual needs.

01
Fractional CFO Retainer
An embedded, ongoing financial partnership. Bi-weekly financial reviews, rolling cash flow forecasts, KPI dashboards, strategy sessions, and direct access whenever you need it. We become part of your leadership team without the full-time cost.
OngoingMonthly
02
Financial Health Audit
A structured deep-dive into your business finances. We review your statements, cash position, KPIs, and financial systems then deliver a clear written report with prioritized recommendations and bi-weekly debriefs.
Project
03
Cash Flow Rescue
For businesses facing cash pressure or wanting to get ahead of it. We build a 13-week rolling cash flow forecast from scratch, model best/base/worst scenarios, and monitor your position with actionable recommendations throughout.
Project
04
Financial Model Build
Custom financial models built to support your next big decision, whether that's a capital raise, a major hire, expansion, or acquisition. Integrated 3-statement model with scenario analysis and presentation-ready output.
ProjectCustom Scope

About

Finance leadership you can actually talk to.

LMA Financial Group was built for businesses that have outgrown basic bookkeeping but aren't ready to commit $300K to a full-time CFO. That gap is where most growing companies lose ground, and it's exactly where we work.

Over the past decade I've worked inside complex organizations running forecasts, building financial models, and turning messy numbers into decisions that actually move a business forward. That same thinking is what I bring to every client.

I keep my client list small on purpose. When we work together I know your business, your numbers, and your goals. That's what makes this different from hiring a firm that sends you a report at the end of the month.

10+ Years Corporate FP&A Experience
Expert in Cash Flow Forecasting and Financial Modeling
Focused on $2M to $20M Revenue Businesses
Available for Retainer or Project Engagements

How It Works

Simple to start. Built to last.

1

Free Consultation

A 30-minute conversation about your business, your biggest financial challenges, and where you want to go.

2

Financial Assessment

We review your financials and identify the gaps, risks, and opportunities that matter most. You get a clear picture of where you stand and what needs to happen next.

3

Ongoing Partnership

Whether it's a focused project or a long-term retainer, we build the financial systems and clarity your business needs. We partner with you every step of the way so data informs your decisions.

Book a Call

Let's talk about your business.

Book a free 30-minute consultation. No obligation, just an honest conversation about your business, your goals, and whether we're the right fit to work together.