FRACTIONAL CFO SERVICES
EXPERTISE AT A FRACTION
OF A FULL-TIME COST.
Our services are available at an hourly rate or customized monthly package, so you only pay for the time and insight you need. This means you can access senior-level financial support for a fraction of the six-figure salary it takes to hire a full-time CFO.
We work with business owners who need real financial insight, flexibility, and results– without the overhead. Let’s build a roadmap for growth and bring stability to your numbers.
CHECK THESE SIX POINTS FOR SUCCESS. ↓
GAIN STRATEGIC
FINANCIAL LEADERSHIP
Get executive-level financial strategy at a fraction of the cost of a full-time CFO.
- Access experienced financial leadership when you need it
- Avoid the overhead of hiring a full-time CFO
- Receive guidance tailored to your industry and growth goals
- Improve financial decision-making and forecasting
CLARIFY YOUR FINANCIAL POSITION & PERFORMANCE
Make confident business decisions with clean, accurate, and timely financial reporting.
- Ensure reliable monthly financial statements
- Identify your true margins and cost drivers
- Improve visibility into cash flow and burn rate
- Turn financial data into actionable insights
CREATE A SCALABLE FINANCIAL INFRASTRUCTURE
Build strong financial systems that can support growth and fundraising.
- Implement better accounting systems and processes
- Prepare for investor conversations or lending opportunities
- Automate reporting and key metrics tracking
- Lay the foundation for scalable operations
STRENGTHEN CASH FLOW MANAGEMENT & FORECASTING
Avoid surprises and plan with confidence using accurate cash flow projections.
- Get forward-looking visibility into cash inflows and outflows
- Get forward-looking visibility into cash inflows and outflows
- Plan for seasonality, payroll, and big expenses
- Identify risks early and make adjustments proactively
SUPPORT STRATEGIC DECISION-MAKING & GROWTH PLANNING
Translate business goals into a financially sound growth roadmap.
- Model different growth scenarios and capital needs
- Set and track KPIs that align with business goals
- Identify when to hire, expand, or invest
- Make data-backed decisions with expert input
INCREASE PROFITABILITY & FINANCIAL EFFICIENCY
Uncover cost-saving opportunities and optimize resource allocation.
- Analyze profitability by product, customer, or location
- Pinpoint unnecessary spend and leakage
- Maximize ROI on operations and initiatives
- Improve budgeting and accountability across the company
WORKING WITH ANTHEM: WHAT TO EXPECT
Our proven tax strategy process can be broken down into four simple steps. Throughout the process, you’ll get a clear roadmap that leads to real results.
You’ll know exactly what actions to take in order to minimize tax burden and maximize long-term growth. Here’s how we work with you:
WORKING WITH ANTHEM: WHAT TO EXPECT
Our proven tax strategy process can be broken down into four simple steps. Throughout the process, you’ll get a clear roadmap that leads to real results.
You’ll know exactly what actions to take in order to minimize tax burden and maximize long-term growth. Here’s how we work with you:
Get a Free Discovery Meeting.
TRUSTED BY THOUSANDS OF CLIENTS
MEET OUR DIRECTOR
OF CFO SERVICES
Meet Brian Keyser: A seasoned CFO that can best be described as a diplomatic, proactive, and relational leader.
Brian specializes in strategic business growth, profit enhancement, and establishing long-term relationships with clients to help them thrive for years to come.
He has an exemplary track record of converting faulty operational processes into first-rate systems, and transforming weak business plans into productive ones.
YOUR DEDICATED PARTNER TO HELP:
- Develop and execute a long-term financial strategy
- Improve cash flow and profitability
- Forecast future growth and avoid surprises
- Reduce costs, streamline operations, and identify financial tasks
- Get investor-ready or prepare for financing (including SBA loans)
- Evaluate big decisions with clarity and confidence
- Support staff development with strategic oversight
- Increase valuation and prep for succession or exit planning
Brian's Free Newsletter for Business Owners
FEATURED PODCAST EPISODE:
THE HIDDEN PROFITS YOU'RE MISSING
Hot take: Most business owners don’t know that a few simple swaps could skyrocket their profitability.
In this episode, Brian Keyser, Anthem’s Director of CFO Services, breaks down the six keys that every business owner should know to unlock the hidden profits they’ve been missing out on.
CURRENT BLOGS & ARTICLES
FAQs
A fractional CFO is a highly experienced Chief Financial Officer who works with your business on a part-time or project basis. You get executive-level financial guidance without the cost of a full-time hire.
You should consider one if:
Your business is growing quickly and financial complexity is increasing
You need better visibility into cash flow, forecasting, or profitability
You’re preparing for a raise, loan, or sale
You’ve outgrown basic bookkeeping and need strategic insight
Bookkeepers and accountants focus on past activity—recording transactions and filing taxes. A fractional CFO focuses on the future—providing strategic insight, planning, forecasting, and financial leadership to help you make smarter business decisions.
Services may include:
Cash flow forecasting and management
Budgeting and financial modeling
Financial reporting and dashboarding
Strategic planning and scenario modeling
KPI development and performance tracking
Investor or lender readiness
Engagements are tailored to your needs—some businesses meet weekly, others monthly. It depends on your goals, financial complexity, and the level of support you need.
Yes. Fractional CFOs often collaborate closely with your bookkeeper, accountant, or internal team. The goal is to enhance—not replace—your current financial operations.
Not at all. Many small to mid-sized businesses use fractional CFOs to fill a critical leadership gap as they grow. It’s an ideal fit for companies that need strategic insight but aren’t ready to hire a full-time CFO.
Yes. A fractional CFO can prepare financial models, investor-ready reports, and funding strategies that increase your chances of securing loans or investment. They act as a strategic partner during fundraising or financing rounds.
Early on, your fractional CFO will assess your current financial systems, identify pain points, and prioritize key improvements. You’ll typically start seeing cleaner reporting, better cash visibility, and actionable insights within the first 60–90 days.
Yes. Startups often use fractional CFO services to build financial models, prepare for fundraising, and create scalable systems from day one. It’s a cost-effective way to get strategic guidance without overextending your budget.
No. An outsourced accountant typically handles historical data—like bookkeeping and tax filings. A fractional CFO focuses on forward-looking strategy, such as budgeting, forecasting, and decision support, helping you plan for the future of your business.
A fractional CFO helps you forecast, monitor, and manage your cash flow to avoid shortfalls and ensure financial stability. They provide visibility into when money is coming in and going out, helping you plan proactively for payroll, taxes, and growth initiatives.