Service — 01
Strategic financial leadership on demand — for businesses that need executive-level vision, oversight, and investor-ready reporting without a $300K+ salary commitment.
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Most growing businesses reach a point where spreadsheets and a bookkeeper aren't enough — but hiring a full-time CFO isn't yet justified. The Fery Group fills that gap with seasoned financial leadership that scales with you.
Our fractional CFO engagements are built around your specific stage, goals, and challenges. Whether you're raising capital, managing rapid growth, navigating a financial turnaround, or simply building the financial infrastructure to support your next chapter — we bring the executive perspective and hands-on execution to get you there.
We work with businesses across Oregon, California, Washington, and remotely nationwide — serving startups, mid-market companies, non-profits, and founder-led businesses at every stage of growth.
Long-range financial planning aligned with your business goals and market position.
Investor-ready financials, board decks, and KPI dashboards that tell your story clearly.
Financial modeling, due diligence prep, and pitch support for debt or equity raises.
Proactive cash flow forecasting and liquidity management to keep you ahead of your runway.
Rolling forecasts and annual budgets built for accuracy and scenario planning.
Financial due diligence, valuation support, and transaction preparation for acquisitions or exits.
Our fractional CFO service scales to fit your stage — from a small business owner who needs light strategic guidance quarterly, to a scaling company that needs a deeply embedded financial partner. We commonly serve:
We don't parachute in with a report and leave. Our fractional CFO engagements are structured as true partnerships — we embed in your team, learn your business deeply, and operate as a genuine extension of your leadership.
Every engagement begins with a structured assessment of your current financial state, team capabilities, and strategic goals. From there, we build a roadmap and execute against it — with regular check-ins, transparent reporting, and clear accountability.
Our technology-forward approach means we don't just review your numbers — we modernize the systems that produce them. From automating reporting workflows to building custom dashboards, we ensure your financial infrastructure keeps pace with your growth.
Engagements are structured as monthly retainers with flexible hour commitments — giving you predictable costs and the ability to scale engagement up or down as your needs evolve.
Our fractional CFO service works seamlessly alongside our broader offerings.
No sales pitch. Just a straightforward conversation about your business, your goals, and whether The Fery Group is the right fit.
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