Fractional CFO
Self Employeed
Business
Key Examples of Fractional CFO Case Studies
Growing Manufacturer:
A mid-sized manufacturer faced cash shortages despite increasing sales due to poor management of operational costs versus supplier payments.
A fractional CFO analyzed the financial structure, implemented an improved invoicing system, and renegotiated supplier contracts to extend payment terms.
The company improved its cash flow by 30% within six months, allowing for production expansion and new staff hires.
Tech Startup with Overspending:
Situation
A tech startup struggled with inconsistent budgeting and frequent overspending on marketing and product development.
Strategy
A tech startup struggled with inconsistent budgeting and frequent overspending on marketing and product development.
Results
Financial oversight was improved, helping the startup gain better control over its spending.
Kitchenware Manufacturer Saving $2M:

Situation
A custom kitchenware manufacturer with $12 million in annual revenue struggled with cash flow and needed better financial systems to support growth.

Strategy
A fractional CFO conducted a financial audit, identifying cash flow leaks from inventory management, pricing, slow invoicing, and recurring expenses. A rolling forecast model was implemented, and vendor contracts were renegotiated for better terms.

Results
The company saved $2 million within six months by addressing these financial issues and establishing better financial controls.
SaaS Company in Transition:
Situation
After the unexpected departure of their CFO, a software company needed continuity during its transition from enterprise solutions to a cloud-based SaaS platform.
Strategy
A fractional CFO with SaaS experience stepped in, bringing expertise to streamline forecasting, expense management, and automate manual financial tasks.
Result
Financial processes were improved, and the company conserved cash by avoiding the cost of a full-time CFO hire during its transitional phase.
Real Case
- Fractional CFO
- Case Studies 02
- Case Studies 03
- Case Studies 04
- Case Studies 05