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    Professional Services ยท NY

    Boutique firm scaled to a $4M practice with a fractional CFO

    A six-partner consulting practice swapped ad-hoc bookkeeping for a Virtual CFO and bookkeeping setup, then grew revenue 38% over 18 months without adding anyone to the finance team.

    +38%

    Revenue growth

    0 added

    Finance headcount

    Weekly

    Forecasting cadence

    What we did

    • 13-week cash flow forecast updated weekly
    • Quarterly board pack and KPI scorecards
    • Tax planning aligned with revenue milestones

    "Having a CFO we could call on, without carrying one full time, changed how we make decisions."

    , Founding Partner, NY Consulting Firm

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