Solutions · Outsourced & Fractional CFO

CFO-level thinking.
Without the full-time cost.

Strategic financial leadership for businesses ready to grow with intention — not guesswork.

Most small and mid-size businesses don't need a full-time CFO on payroll. But they do need CFO-level thinking — especially when they're growing, preparing for financing, or making major decisions. That's exactly what our outsourced and fractional CFO services deliver.

What's included

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Monthly Financial Packages

Every month you receive a complete financial package: Profit & Loss, Balance Sheet, and Statement of Cash Flows — formatted, accurate, and ready to act on. No more waiting on your CPA or piecing together reports yourself.

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Cash Flow Forecasting

We build and maintain a rolling 13-week cash flow forecast so you always know what's coming. No more surprises when a big payable hits or a slow month catches you off guard.

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Budgeting & Variance Analysis

We build your annual budget with you, then track actual results against it every month. You'll know immediately where you're on track, where you're over, and what to do about it.

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KPI Dashboards & Reporting

Custom financial dashboards tracking the metrics that actually matter for your business — margins, revenue per employee, customer acquisition cost, or whatever drives your model.

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Financing & Lender Support

Pursuing a loan, SBA financing, or investor funding? We prepare the financial packages lenders expect and help you tell the story of your business through the numbers.

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Strategic Advisory

Quarterly strategy conversations covering pricing decisions, hiring timing, capital allocation, and any major financial decision you're weighing. A thought partner who actually knows your numbers.

Who it's for

Our outsourced CFO clients typically share one or more of these situations:

→Revenue between $1M–$20M with no dedicated finance team

→Making major decisions without reliable financial data

→Profitable on paper but always tight on cash

→Preparing to apply for a business loan or line of credit

→Planning a significant hire, expansion, or acquisition

→Thinking about eventually selling or transitioning the business

Why it works better when it's connected

Most fractional CFO services work from whatever financial data you hand them — which is only as good as your bookkeeping. At Clearview, we typically also handle bookkeeping and payroll for our CFO clients. There's no lag, no translation layer, no gaps between the records and the analysis. The numbers are clean because we kept them that way.

Ready to think bigger about your finances?

Book a free call and let's talk about where your business is headed — and what financial infrastructure you need to get there.

Book a Free Call →

CFO-level thinking.Without the full-time cost.