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CFO Services

OUR CFO SERVICES:

STRATEGIC PLANNING & MANAGEMENT
  • Executive Leadership
  • Strategic Planning and Goal Setting 
  • Capital Management
  • Cash Flow Management
  • Relationship Management – Banking, Audit, Insurance
  • Succession Planning
OPERATIONAL & PROCESS OPTIMIZATION
  • Financial Process Management
  • Accounting Process Management
  • Risk Management Assessment and Implementation
  • Internal Controls Analysis
  • Accounting System Selection
  • Recruiting Accounting and Finance Staff
TRANSACTIONS & BUSINESS TRANSITIONS
  • Asset Acquisitions and Dispositions 
  • Mergers and Acquisitions 
  • Investment Underwriting 
  • Sourcing of Capital – Loans 
  • Preparation for Sale
  • Corporate Structuring 
Analytics & reporting
  • Trend Analysis
  • Operational Budgeting
  • Capital Budgeting 
  • Forecasting and Financial Projections 
  • KPI Development and Monitoring 
  • Financial Reporting Structure 

WHY HIRE A FRACTIONAL CFO?

“If you need the guidance of a fractional CFO, John is your guy. Partnering with The Morrison Firm is one of the best financial decisions I have ever made”

James M.

Strategic leadership: Expert guidance aligned with your company’s vision and growth goals. 

Cost-efficiency: Access CFO-level expertise without the overhead of a full-time executive.

Enhanced decision-making: Clear financial insights and actionable data for confident decision-making. 

Scalability: Flexible services that growth with your business.

Gain strategic clarity and financial confidence

Every business needs strategic financial leadership to thrive, but not every business requires a full-time CFO. 

At The Morrison Firm, our fractional CFO services provide executive-level financial expertise tailored specifically to your business needs, empowering you to navigate critical decisions, maximize profitability, and secure long-term sucess.

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FAQs

A Fractional CFO goes beyond bookkeeping and compliance—they help you build a financial roadmap, manage cash flow, optimize profitability, analyze performance by product or customer, and prepare for growth or exit. By reducing risk and creating clarity, they help increase the long-term value of your business.
A Fractional CFO is a highly experienced financial executive who provides CFO-level expertise on a part-time or project basis. This gives small and mid-sized businesses access to strategic financial leadership without the full-time salary, benefits, and equity cost of hiring a traditional CFO.

Common signs include:

  • Frustration with cash flow and performance
  • Overwhelm from rapid growth
  • Lack of visibility into profitability drivers
  • No financial roadmap for 1-3-5 years
  • Leadership team not aligned on financial goals
  • Preparing for a sale or succession
Bookkeepers and CPAs focus on recording history and filing taxes. A Fractional CFO focuses on the future—strategic planning, forecasting, risk management, and guiding leadership decisions. We often work alongside your CPA and accounting team to give you complete financial clarity.
How much does a Fractional CFO cost? – Hiring a qualified full-time CFO costs $200k–$300k+ annually, plus bonuses, benefits and equity. A Fractional CFO delivers the same high-level expertise at a fraction of the cost, tailored to your company’s needs.  We become a key member of your team for the long-term.